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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 %
FNBTCON
1851
First National Bank & Trust Co of Newtown
Pennsylvania
$1.03M -$118K -1,212 -10%
AFP
1852
Ausdal Financial Partners
Iowa
$1.02M -$200K -2,054 -16%
QI
1853
Qtron Investments
Massachusetts
$1.02M +$1.02M +10,406 New
BIA
1854
Bigelow Investment Advisors
Maine
$1.01M -$19.5K -200 -2%
OFS
1855
Orrstown Financial Services
Pennsylvania
$1.01M -$3.71K -38 -0.4%
AFA
1856
Abacus FCF Advisors
Florida
$1.01M +$1.01M +10,363 New
GFS
1857
GYL Financial Synergies
Connecticut
$1.01M +$1.01M +10,356 New
LJHT
1858
Laurie J. Hall Trustee
$1.01M – – –
JA
1859
JOYN Advisors
Georgia
$1M -$70.6K -723 -7%
PK
1860
Pflug Koory
Nebraska
$1M – – –
PP
1861
PDS Planning
Ohio
$999K -$62.5K -640 -6%
PCM
1862
Penserra Capital Management
California
$998K +$107K +1,098 +12%
SFG
1863
Summit Financial Group
West Virginia
$993K -$3.61K -37 -0.4%
CA
1864
Cornerstone Advisory
Maryland
$992K +$292K +2,995 +42%
RP
1865
Rowlandmiller & Partners
Georgia
$990K -$5.85M -59,882 -86%
CI
1866
CX Institutional
Indiana
$983K +$922K +9,436 +1,500%
KJWM
1867
Kiley Juergens Wealth Management
Washington
$980K +$452K +4,635 +86%
CAW
1868
Cornerstone Advisors (Washington)
Washington
$978K -$40K -410 -4%
UM
1869
Ulysses Management
New York
$976K -$488K -5,000 -33%
SCM
1870
Suvretta Capital Management
New York
$976K +$976K +10,000 New
PCM
1871
Prelude Capital Management
New York
$973K -$2.36M -24,158 -71%
AAM
1872
American Asset Management
Florida
$973K -$4.88K -50 -0.5%
PAM
1873
Palisade Asset Management
Minnesota
$970K – – –
WIA
1874
Westbourne Investment Advisors
Maryland
$966K +$166K +1,700 +21%
PPP
1875
Private Portfolio Partners
New Jersey
$966K +$966K +9,895 New
73 74
75
76 77