JPM icon

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 %
SJIM
1776
St. Johns Investment Management
Florida
$1.24M -$21.4K -219 -2%
VCM
1777
Versant Capital Management
Arizona
$1.24M -$3.22K -33 -0.3%
FCA
1778
FLC Capital Advisors
California
$1.23M +$1.23M +12,619 New
HGWM
1779
Harvest Group Wealth Management
Massachusetts
$1.23M +$45.5K +466 +4%
EWA
1780
Exencial Wealth Advisors
Oklahoma
$1.22M +$418K +4,278 +52%
HT
1781
HighTower Trust
Texas
$1.22M +$38.7K +396 +3%
AWM
1782
Aries Wealth Management
Maine
$1.22M +$37.4K +383 +3%
AEPG
1783
American Economic Planning Group
New Jersey
$1.21M -$23.2K -238 -2%
SMH
1784
Sanders Morris Harris
Texas
$1.21M +$3.32K +34 +0.3%
LSAG
1785
Lake Street Advisors Group
New Hampshire
$1.21M +$99.7K +1,021 +9%
RG
1786
Renaissance Group
Kentucky
$1.21M -$1.19M -12,159 -50%
DC
1787
DeDora Capital
California
$1.21M -$4.49K -46 -0.4%
PFBT
1788
Parkside Financial Bank & Trust
Missouri
$1.21M +$41.3K +423 +4%
GVAG
1789
Great Valley Advisor Group
Delaware
$1.2M +$1.2M +12,467 New
TCM
1790
Tributary Capital Management
Nebraska
$1.2M – – –
CHJWM
1791
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.2M +$61K +625 +5%
HJMC
1792
Hellman Jordan Management Company
Massachusetts
$1.2M +$598K +6,128 +100%
NFG
1793
Next Financial Group
Texas
$1.2M +$375K +3,846 +46%
LOAMS
1794
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.18M -$332K -3,401 -22%
AI
1795
Accredited Investors
Minnesota
$1.18M +$58.2K +596 +5%
GRQ
1796
Gardner Russo & Quinn
Pennsylvania
$1.17M +$46.8K +480 +4%
LFASL
1797
Lugano Financial Advisors SA (LFA)
Switzerland
$1.17M – – –
CASB
1798
Cape Ann Savings Bank
Massachusetts
$1.17M -$7.17K -70 -0.6%
SWA
1799
Stratos Wealth Advisors
Ohio
$1.17M +$1.17M +11,945 New
MWM
1800
Mission Wealth Management
California
$1.16M +$54.5K +558 +5%
70 71
72
73 74