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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 %
AWM
1901
AllSquare Wealth Management
New York
$934K -$75.5K -774 -7%
W
1902
Wealthquest
Ohio
$934K +$934K +9,569 New
PC
1903
PhiloSmith Capital
Connecticut
$932K – – –
AIM
1904
Acropolis Investment Management
Missouri
$932K +$40.7K +417 +5%
GLI
1905
Guardian Life Insurance
New York
$929K +$2.34K +24 +0.3%
BCP
1906
Berkeley Capital Partners
Georgia
$926K +$430K +4,409 +87%
VIM
1907
Vista Investment Management
Pennsylvania
$925K -$9.76K -100 -1%
WGA
1908
Weather Gauge Advisory
Virginia
$924K +$924K +9,465 New
IWC
1909
Integrated Wealth Concepts
Massachusetts
$923K +$108K +1,111 +13%
GCA
1910
Genesee Capital Advisors
New York
$920K +$920K +9,426 New
HFA
1911
High Falls Advisors
New York
$915K -$37.6K -385 -4%
RBFC
1912
Roman Butler Fullerton & Co
Missouri
$912K +$912K +9,081 New
UIA
1913
UBP Investment Advisors
Switzerland
$911K -$1.85K -19 -0.2%
BCM
1914
Breiter Capital Management
Florida
$911K +$283K +2,902 +45%
RWM
1915
Ritholtz Wealth Management
New York
$909K -$142K -1,456 -14%
JT
1916
Jump Trading
Illinois
$908K -$4.41M -45,197 -83%
SLF
1917
Sun Life Financial
Ontario, Canada
$907K +$4.2K +43 +0.5%
Kayne Anderson Rudnick Investment Management
1918
Kayne Anderson Rudnick Investment Management
California
$905K – – –
DI
1919
DAGCO Inc
Ohio
$905K +$905K +9,271 New
GA
1920
Greytown Advisors
Florida
$902K +$12.8K +131 +1%
BCM
1921
Bienville Capital Management
New York
$902K +$434K +4,450 +93%
DCM
1922
Dimension Capital Management
Florida
$900K – – –
AIP
1923
Ahrens Investment Partners
Louisiana
$897K -$1.37K -14 -0.2%
IHL
1924
Investment House LLC
California
$896K +$329K +3,370 +58%
PFGIA
1925
Patriot Financial Group Insurance Agency
Massachusetts
$891K +$273K +2,797 +44%
75 76
77
78 79