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JPMorgan Chase
JPM

Overview Fund Activity

2,444 hedge funds and large institutions have $276B invested in JPMorgan Chase in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 967 increasing their positions, 1,091 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,444
Holders Change
+13
Holders Change %
+0.53%
% of All Funds
55.97%
Holding in Top 10
642
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+3.05%
% of All Funds
14.7%
New
98
Increased
967
Reduced
1,091
Closed
67
Calls
$2.45B
Puts
$3.93B
Net Calls
-$1.48B
Net Calls Change
-$220M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.02B
2
Capital International Investors
Capital International Investors
California
+$823M
3
Morgan Stanley
Morgan Stanley
New York
+$366M
4
State Street
State Street
Massachusetts
+$268M
5
Renaissance Technologies
Renaissance Technologies
New York
+$232M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$749M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$713M
3
BlackRock
BlackRock
New York
-$627M
4
LPU
Lansdowne Partners (UK)
United Kingdom
-$548M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
1776
Forward Management
California
$1.15M -$288K -2,550 -20%
FPCP
1777
Fort Point Capital Partners
California
$1.15M +$180K +1,595 +19%
GHAM
1778
Gilman Hill Asset Management
Connecticut
$1.14M -$2.82K -25 -0.2%
TAM
1779
Trillium Asset Management
Massachusetts
$1.14M -$17.6K -156 -2%
AA
1780
Alesco Advisors
New York
$1.14M +$56.8K +503 +5%
PFC
1781
Phocas Financial Corp
California
$1.14M -$27.1K -240 -2%
HCM
1782
HMS Capital Management
Tennessee
$1.14M +$106K +942 +10%
SG
1783
StoneX Group
New York
$1.14M -$10.9K -97 -1%
AAM
1784
American Asset Management
Florida
$1.13M +$44K +390 +4%
AF
1785
Ally Financial
Michigan
$1.13M -$7.33M -65,000 -87%
CAI
1786
Capital Advisors Inc
Oklahoma
$1.13M -$35.8K -317 -3%
PAM
1787
Palisade Asset Management
Minnesota
$1.12M +$53.4K +473 +5%
FEG
1788
Fund Evaluation Group
Ohio
$1.12M -$168K -1,490 -13%
LJHT
1789
Laurie J. Hall Trustee
$1.11M – – –
PIM
1790
Profit Investment Management
Maryland
$1.11M – – –
HFA
1791
High Falls Advisors
New York
$1.1M -$115K -1,017 -9%
CAM
1792
ClariVest Asset Management
California
$1.1M -$564 -5 -0.1%
CT
1793
CPF Texas
Texas
$1.1M -$19.8K -175 -2%
SRSA
1794
S.R. Schill & Associates
Washington
$1.1M +$74.2K +658 +7%
ORI
1795
Oak Ridge Investments
Illinois
$1.1M +$119K +1,053 +12%
SWA
1796
Sutton Wealth Advisors
Florida
$1.1M +$4.85K +43 +0.4%
HK
1797
Horizon Kinetics
New York
$1.1M -$41.2K -365 -4%
CCG
1798
Chatham Capital Group
Georgia
$1.1M -$36.8K -326 -3%
PV
1799
Private Vista
Illinois
$1.09M +$20.4K +181 +2%
VIM
1800
Vista Investment Management
Pennsylvania
$1.08M +$1.81K +16 +0.2%
70 71
72
73 74