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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 %
MJRIC
1901
Mogy Joel R Investment Counsel
California
$796K +$44K +390 +6%
WA
1902
WESPAC Advisors
California
$796K +$185K +1,642 +30%
AF
1903
Allworth Financial
California
$796K +$225K +1,991 +39%
BA
1904
BKS Advisors
Michigan
$791K -$22.4K -199 -3%
WAG
1905
Winthrop Advisory Group
Massachusetts
$791K +$86.4K +765 +12%
DWM
1906
Destination Wealth Management
California
$789K +$38.7K +343 +5%
AF
1907
Affiance Financial
Minnesota
$788K -$8.47K -75 -1%
AIM
1908
Advantage Investment Management
Iowa
$787K -$113K -1,006 -13%
IF
1909
IRON Financial
Illinois
$784K +$12.6K +112 +2%
BWM
1910
Baystate Wealth Management
Massachusetts
$784K +$66.8K +599 +9%
HA
1911
Hamel Associates
New Jersey
$779K – – –
CA
1912
Cambridge Advisors
Nebraska
$778K -$276K -2,449 -26%
RIA
1913
Regal Investment Advisors
Michigan
$773K -$56.8K -503 -7%
CIP
1914
Capital Insight Partners
Arizona
$768K – – –
DAM
1915
Deltec Asset Management
New York
$767K -$2.09M -18,500 -73%
MM
1916
Midas Management
New York
$767K -$22.6K -200 -3%
EF
1917
Empirical Finance
Pennsylvania
$767K +$84.9K +752 +12%
KIC
1918
Keating Investment Counselors
Florida
$766K – – –
ADBIC
1919
A.D. Beadell Investment Counsel
Wisconsin
$765K – – –
NED
1920
Nancy E. Dempze
$761K – – –
PC
1921
Palo Capital
California
$758K -$667K -5,915 -47%
CWM
1922
Connecticut Wealth Management
Connecticut
$758K +$58.7K +517 +8%
RW
1923
REDW Wealth
New Mexico
$757K -$41.7K -370 -5%
PCAP
1924
Pratt Collard Advisory Partners
New York
$756K – – –
MSAM
1925
Moloney Securities Asset Management
Missouri
$756K +$61.8K +548 +9%
75 76
77
78 79