JPM icon

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 %
CCB
1876
Cutter & Co Brokerage
Missouri
$966K +$966K +9,898 New
PG
1877
Proffitt & Goodson
Tennessee
$965K -$48.5K -497 -5%
ECM
1878
ExodusPoint Capital Management
New York
$965K +$965K +9,890 New
PV
1879
Private Vista
Illinois
$957K +$10.9K +112 +1%
SWA
1880
Sutton Wealth Advisors
Florida
$956K +$6.05K +62 +0.6%
PIM
1881
Profit Investment Management
Maryland
$956K – – –
HKIM
1882
Hayek Kallen Investment Management
Alabama
$956K +$251K +2,571 +36%
WCM
1883
WealthBridge Capital Management
Ohio
$956K +$956K +9,794 New
CBFP
1884
Cedar Brook Financial Partners
Ohio
$956K +$956K +9,795 New
ORI
1885
Oak Ridge Investments
Illinois
$951K – – –
CCM
1886
Community Capital Management
Florida
$951K +$951K +9,742 New
PAMG
1887
Patton Albertson Miller Group
Tennessee
$948K -$16.8K -166 -2%
CAM
1888
ClariVest Asset Management
California
$948K -$4.1K -42 -0.4%
TI
1889
Tidal Investments
Wisconsin
$945K +$945K +9,683 New
LFM
1890
Lumina Fund Management
New York
$943K +$943K +9,500 New
SC
1891
Sepio Capital
Utah
$943K +$943K +9,660 New
NP
1892
Ninepoint Partners
Ontario, Canada
$942K -$210K -2,154 -18%
FDS
1893
First Dallas Securities
Texas
$942K +$43.9K +450 +5%
CA
1894
Cambridge Advisors
Nebraska
$942K +$269K +2,754 +40%
CMI
1895
Clare Market Investments
Texas
$940K +$940K +9,628 New
RL
1896
Ruffer LLP
United Kingdom
$937K -$2.02M -20,704 -68%
PFC
1897
Phocas Financial Corp
California
$937K -$46.9K -480 -5%
SRSA
1898
S.R. Schill & Associates
Washington
$937K -$14.1K -144 -1%
CMANY
1899
Capital Management Associates (New York)
New York
$935K +$935K +9,575 New
JIP
1900
Jaffetilchin Investment Partners
Florida
$934K -$481K -4,924 -34%
74 75
76
77 78