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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 %
OIM
1801
Orca Investment Management
Oregon
$1.15M +$28.9K +296 +3%
GCMG
1802
Gyroscope Capital Management Group
Florida
$1.15M +$37.9K +388 +3%
FCMT
1803
Founders Capital Management (Texas)
Texas
$1.14M -$14.8K -152 -1%
GWM
1804
Greenwich Wealth Management
Connecticut
$1.14M +$3.81K +39 +0.3%
RIA
1805
Regal Investment Advisors
Michigan
$1.14M +$472K +4,839 +71%
PWAP
1806
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.14M -$28.5K -292 -2%
MIS
1807
Morningstar Investment Services
Illinois
$1.14M +$55.8K +572 +5%
AIC
1808
Ayalon Insurance Company
Israel
$1.13M – – –
MFBTD
1809
MB Financial Bank - Trust Department
Illinois
$1.13M -$280K -2,867 -20%
FFC
1810
First Financial Corp
Indiana
$1.13M +$47.2K +484 +4%
MCA
1811
Mercer Capital Advisers
New Jersey
$1.13M +$395K +4,050 +54%
SDWIA
1812
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.12M +$1.12M +11,450 New
SIM
1813
SSI Investment Management
California
$1.12M -$6.93K -71 -0.6%
HAC
1814
Harbor Advisory Corp
New Hampshire
$1.12M – – –
BC
1815
Banced Corp
Illinois
$1.11M -$73.2K -750 -6%
GPC
1816
Glacier Peak Capital
Washington
$1.11M +$1.11M +11,346 New
KAS
1817
Kemnay Advisory Services
New York
$1.11M -$15.9K -163 -1%
GHAM
1818
Gilman Hill Asset Management
Connecticut
$1.1M +$115K +1,175 +12%
THWM
1819
Taylor Hoffman Wealth Management
Virginia
$1.1M +$496K +5,086 +82%
BFPW
1820
BOK Financial Private Wealth
Colorado
$1.1M +$270K +2,765 +32%
SM
1821
Sciencast Management
New Jersey
$1.1M -$294K -2,866 -21%
PWMG
1822
Prestige Wealth Management Group
New Jersey
$1.09M +$1.09M +11,193 New
AP
1823
Atwood & Palmer
Missouri
$1.08M -$391 -4 -0%
BHBT
1824
Burke & Herbert Bank & Trust
Virginia
$1.08M – – –
BWM
1825
BerganKDV Wealth Management
Minnesota
$1.08M -$47.8K -490 -4%
71 72
73
74 75