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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 %
WA
1876
Wealth Architects
California
$848K +$34.1K +302 +4%
MCA
1877
Mercer Capital Advisers
New Jersey
$845K -$22.6K -200 -3%
WSL
1878
Western Standard LLC
California
$844K +$82.8K +734 +11%
WCAMG
1879
Woodard & Company Asset Management Group
North Carolina
$842K +$7.89K +70 +0.9%
DAM
1880
Diamant Asset Management
Connecticut
$840K – – –
ACA
1881
Atlas Capital Advisors
Wyoming
$839K – – –
HAIM
1882
Hunter Associates Investment Management
Pennsylvania
$838K +$16.9K +150 +2%
RFA
1883
Reilly Financial Advisors
California
$832K +$215K +1,903 +35%
FI
1884
Fosun International
China
$828K +$828K +7,230 New
LFG
1885
LifePlan Financial Group
Ohio
$825K -$8.69K -77 -1%
GWCM
1886
Godshalk Welsh Capital Management
Pennsylvania
$824K -$113K -1,000 -12%
CAM
1887
Cidel Asset Management
Ontario, Canada
$824K +$147K +1,300 +22%
LA
1888
Legacy Advisors
Pennsylvania
$823K +$503K +4,460 +157%
GIM
1889
Groesbeck Investment Management
New Jersey
$822K -$71.7K -636 -8%
PCM
1890
Pointe Capital Management
Michigan
$822K – – –
FNBSF
1891
First National Bank Sioux Falls
South Dakota
$821K – – –
STMM
1892
South Texas Money Management
Texas
$817K +$62K +549 +8%
HKIM
1893
Hayek Kallen Investment Management
Alabama
$814K -$4.06K -36 -0.5%
OIA
1894
OneDigital Investment Advisors
Kansas
$812K +$93K +824 +13%
QPWM
1895
Quadrant Private Wealth Management
Pennsylvania
$811K +$19.7K +175 +2%
CA
1896
Cornerstone Advisory
Maryland
$809K +$30.6K +271 +4%
FA
1897
Fortis Advisors
Pennsylvania
$803K -$5.64K -50 -0.7%
BB
1898
Bell Bank
North Dakota
$797K -$113 -1 -0%
EAM
1899
Evanson Asset Management
California
$796K -$339 -3 -0%
PFS
1900
Physicians Financial Services
North Carolina
$796K +$22.7K +201 +3%
74 75
76
77 78