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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 %
B
1826
Brightworth
Georgia
$1M +$27.6K +245 +3%
RA
1827
Rational Advisors
New York
$1M +$630K +5,583 +169%
SRAM
1828
Stone Ridge Asset Management
New York
$1M -$11.4M -100,900 -92%
BRM
1829
Boston Research & Management
Massachusetts
$998K -$75.5K -670 -7%
GIM
1830
Greylin Investment Management
Virginia
$998K -$67.7K -600 -6%
PAMG
1831
Patton Albertson Miller Group
Tennessee
$987K +$12.6K +122 +1%
SC
1832
Searle & Co
Connecticut
$984K – – –
SSP
1833
Sapphire Star Partners
Washington
$975K -$67.5K -598 -6%
FFW
1834
Fusion Family Wealth
New York
$974K +$17.6K +156 +2%
NHC
1835
Nicholas Hoffman & Company
Georgia
$969K -$128K -1,131 -12%
BFPW
1836
BOK Financial Private Wealth
Colorado
$961K -$677 -6 -0.1%
NWM
1837
Northwest Wealth Management
Iowa
$954K – – –
IWC
1838
Integrated Wealth Concepts
Massachusetts
$948K -$12.1K -107 -1%
NFG
1839
Next Financial Group
Texas
$947K -$183K -1,618 -16%
KA
1840
Kaizen Advisory
Illinois
$946K – – –
MA
1841
MCF Advisors
Kentucky
$944K -$8.23K -73 -0.9%
MWPCG
1842
Measured Wealth Private Client Group
New Hampshire
$942K +$4.3K +38 +0.5%
AWS
1843
AJ Wealth Strategies
New York
$940K +$20.9K +185 +2%
MF
1844
Magnetar Financial
Illinois
$934K +$934K +8,279 New
SCA
1845
Sippican Capital Advisors
Massachusetts
$931K -$674K -5,995 -42%
EWA
1846
Exencial Wealth Advisors
Oklahoma
$930K -$49.7K -441 -5%
PW
1847
Price Wealth
Texas
$929K -$159K -1,406 -15%
IIC
1848
Ironwood Investment Counsel
Arizona
$927K -$17.6K -156 -2%
SBA
1849
Secrest Blakey & Associates
North Carolina
$927K +$41.5K +368 +5%
ACG
1850
Allen Capital Group
Nebraska
$925K +$92.8K +822 +11%
72 73
74
75 76