JPM icon

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 %
SEIA
1926
Signature Estate & Investment Advisors
California
$754K +$247K +2,189 +49%
Walleye Capital
1927
Walleye Capital
New York
$753K +$753K +6,671 New
GCM
1928
Gladius Capital Management
Illinois
$752K -$947K -8,390 -56%
IIM
1929
Ironwood Investment Management
Massachusetts
$752K – – –
CHA
1930
Carmichael Hill & Associates
Maryland
$748K +$113 +1 +0%
AIM
1931
Arcadia Investment Management
Michigan
$746K -$11.3K -100 -1%
GSBTD
1932
Glenview State Bank Trust Department
Illinois
$746K – – –
SMFS
1933
Squar Milner Financial Services
California
$745K -$234K -2,073 -24%
RHAM
1934
Round Hill Asset Management
California
$745K +$31.7K +281 +4%
KWA
1935
KCS Wealth Advisory
California
$743K -$95.4K -846 -11%
BFG
1936
Beacon Financial Group
Texas
$741K – – –
PGA
1937
Portland Global Advisors
Maine
$741K +$20.3K +180 +3%
PWM
1938
Paulson Wealth Management
Illinois
$741K +$101K +964 +16%
CBT
1939
Central Bank & Trust
Kentucky
$739K -$14.7K -130 -2%
WIC
1940
Wilkins Investment Counsel
Massachusetts
$739K -$11.3K -100 -2%
LIA
1941
LBMC Investment Advisors
Tennessee
$738K -$6.65K -59 -0.9%
MFW
1942
Meristem Family Wealth
Minnesota
$738K +$24.6K +218 +3%
SXL
1943
Summit X LLC
Missouri
$736K -$96.5K -857 -12%
OWA
1944
One Wealth Advisors
California
$736K -$19.6K -174 -3%
NCM
1945
Northside Capital Management
Oregon
$734K – – –
HI
1946
Harrington Investments
California
$731K – – –
SCP
1947
Sandhill Capital Partners
New York
$727K -$1.6M -14,224 -69%
BCM
1948
Breiter Capital Management
Florida
$726K -$41.9K -371 -5%
EWM
1949
Empirical Wealth Management
Washington
$722K +$29K +257 +4%
CAM
1950
Cozad Asset Management
Illinois
$722K +$29.7K +263 +4%
76 77
78
79 80