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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 %
PC
1801
PhiloSmith Capital
Connecticut
$1.08M – – –
GLI
1802
Guardian Life Insurance
New York
$1.07M +$8.69K +77 +0.8%
CAG
1803
Crestwood Advisors Group
Massachusetts
$1.07M -$1.58K -14 -0.1%
UIA
1804
UBP Investment Advisors
Switzerland
$1.06M -$102K -907 -9%
CM
1805
Columbus Macro
Pennsylvania
$1.06M +$43.7K +387 +4%
CAM
1806
CenterStar Asset Management
Illinois
$1.05M -$756K – –
SWA
1807
SFMG Wealth Advisors
Texas
$1.05M +$11.8K +109 +1%
Kayne Anderson Rudnick Investment Management
1808
Kayne Anderson Rudnick Investment Management
California
$1.05M +$54.2K +480 +5%
SLF
1809
Sun Life Financial
Ontario, Canada
$1.04M +$3.72K +33 +0.4%
NIT
1810
NumerixS Investment Technologies
British Columbia, Canada
$1.04M +$1.04M +9,100 New
DCM
1811
Dimension Capital Management
Florida
$1.04M -$564 -5 -0.1%
AIP
1812
Ahrens Investment Partners
Louisiana
$1.04M -$10.8K -96 -1%
FDS
1813
First Dallas Securities
Texas
$1.04M +$45.1K +400 +5%
DHFB
1814
Dixon Hubard Feinour & Brown
Virginia
$1.04M +$12.1K +107 +1%
PCM
1815
Poehling Capital Management
Wisconsin
$1.04M +$170K +1,510 +20%
KIA
1816
Kopp Investment Advisors
Minnesota
$1.03M -$17K -151 -2%
MCWS
1817
McKinley Carter Wealth Services
West Virginia
$1.03M +$7.9K +70 +0.8%
AIM
1818
Acropolis Investment Management
Missouri
$1.03M +$26.3K +233 +3%
PCM
1819
Penserra Capital Management
California
$1.03M -$102K -901 -9%
GA
1820
Greytown Advisors
Florida
$1.03M -$107K -949 -9%
WA
1821
Wheatland Advisors
Pennsylvania
$1.03M – – –
ACM
1822
Armbruster Capital Management
New York
$1.03M +$75.4K +668 +8%
TMAM
1823
Tokio Marine Asset Management
Japan
$1.01M -$313K -2,769 -24%
WG
1824
Winton Group
United Kingdom
$1.01M -$90.5K -802 -8%
PA
1825
Probity Advisors
Texas
$1.01M -$1.92K -17 -0.2%
71 72
73
74 75