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JPMorgan Chase
JPM

Overview Fund Activity

2,591 hedge funds and large institutions have $233B invested in JPMorgan Chase in 2018 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 1,039 increasing their positions, 1,031 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,591
Holders Change
+147
Holders Change %
+6.01%
% of All Funds
57.82%
Holding in Top 10
642
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
14.33%
New
290
Increased
1,039
Reduced
1,031
Closed
118
Calls
$2.27B
Puts
$3.87B
Net Calls
-$1.61B
Net Calls Change
-$125M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.41B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$952M
3
Capital World Investors
Capital World Investors
California
+$796M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$418M
5
AIG
American International Group
New York
+$362M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.31B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.21B
3
State Street
State Street
Massachusetts
-$616M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$598M
5
Deutsche Bank
Deutsche Bank
Germany
-$354M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
1751
BKS Advisors
Michigan
$1.32M +$637K +6,520 +93%
HJA
1752
Hugh Johnson Advisors
New York
$1.32M +$54.1K +554 +4%
VNIM
1753
Vaughan Nelson Investment Management
Texas
$1.32M -$171K -1,750 -11%
WP
1754
WMS Partners
Maryland
$1.32M +$27.6K +283 +2%
GI
1755
GS Investments
Minnesota
$1.31M -$9.76K -100 -0.7%
EWM
1756
Elmwood Wealth Management
California
$1.31M +$53.8K +551 +4%
CGA
1757
Crescent Grove Advisors
Illinois
$1.31M +$314K +3,217 +31%
CPO
1758
Cerity Partners OCIO
New York
$1.31M -$42.6K -436 -3%
WCM
1759
Weatherstone Capital Management
Colorado
$1.31M +$906K +8,386 +225%
PFM
1760
Phillips Financial Management
Indiana
$1.31M +$1.37K +14 +0.1%
WCM
1761
Windsor Capital Management
Arizona
$1.3M +$73.5K +753 +6%
WFG
1762
Wills Financial Group
Virginia
$1.3M -$417K -4,275 -24%
BWP
1763
Bernardo Wealth Planning
Pennsylvania
$1.3M +$1.3M +13,283 New
JDR
1764
Jay D. Rosenbaum
$1.3M -$51.3K -525 -4%
MCM
1765
Maple Capital Management
Vermont
$1.3M +$270K +2,765 +26%
MWP
1766
Moller Wealth Partners
$1.29M +$744K +7,364 +136%
WPC
1767
White Pine Capital
Minnesota
$1.29M -$8.79K -90 -0.7%
FCAG
1768
First Capital Advisors Group
New Jersey
$1.28M +$879 +9 +0.1%
RCM
1769
RB Capital Management
Nevada
$1.28M +$36.8K +377 +3%
GCA
1770
Gradient Capital Advisors
California
$1.28M +$67.7K +693 +6%
NWP
1771
Northstar Wealth Partners
Connecticut
$1.27M +$122K +1,247 +11%
LNB
1772
Ledyard National Bank
$1.26M +$52.7K +540 +4%
9WM
1773
9258 Wealth Management
Ohio
$1.26M +$1.26M +12,857 New
CBA
1774
Coastal Bridge Advisors
Connecticut
$1.25M +$63.5K +650 +5%
LC
1775
LCNB Corp
Ohio
$1.25M -$44.8K -459 -3%
69 70
71
72 73