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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 %
TMC
1826
Trellus Management Company
Florida
$1.07M – – –
MIM
1827
Miller Investment Management
Pennsylvania
$1.07M – – –
OAM
1828
Oak Asset Management
California
$1.07M – – –
SAM
1829
Shamrock Asset Management
Texas
$1.07M +$36.4K +373 +4%
ACM
1830
Allred Capital Management
Texas
$1.07M +$1.07M +10,949 New
PB
1831
Pinnacle Bancorp
Nebraska
$1.07M +$1.07M +10,906 New
PP
1832
PagnatoKarp Partners
Virginia
$1.06M -$287K -2,935 -21%
LCM
1833
Laurion Capital Management
New York
$1.06M -$2.32M -23,718 -69%
BPWA
1834
Beacon Pointe Wealth Advisors
California
$1.06M +$1.06M +10,830 New
JFA
1835
JNBA Financial Advisors
Minnesota
$1.06M +$734K +7,519 +226%
HCM
1836
Harvey Capital Management
Florida
$1.06M +$863K +8,845 +442%
WAP
1837
Wealthcare Advisory Partners
Pennsylvania
$1.06M -$8.1K -83 -0.8%
SG
1838
StoneX Group
New York
$1.06M +$74K +758 +8%
SCA
1839
Sippican Capital Advisors
Massachusetts
$1.05M +$244K +2,500 +30%
TAM
1840
Trillium Asset Management
Massachusetts
$1.05M +$60.8K +623 +6%
SWA
1841
SFMG Wealth Advisors
Texas
$1.04M +$98.8K +1,012 +10%
TNAM
1842
Terra Nova Asset Management
New York
$1.04M -$479K -4,912 -32%
EM
1843
ELCO Management
New York
$1.04M -$61K -625 -6%
HK
1844
Horizon Kinetics
New York
$1.04M +$89.2K +914 +9%
FNBOSM
1845
First National Bank of South Miami
Florida
$1.04M +$1.04M +10,008 New
CAC
1846
Certified Advisory Corp
Florida
$1.04M -$111K -1,134 -10%
CAAS
1847
Capital Asset Advisory Services
Michigan
$1.03M -$34.8K -356 -3%
MPPLM
1848
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.03M -$23.3K -239 -2%
RB
1849
Rodgers Brothers
Pennsylvania
$1.03M +$412K +4,225 +67%
PWAG
1850
Polaris Wealth Advisory Group
California
$1.03M -$24.4M -250,244 -96%
72 73
74
75 76