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 %
WA
1926
Wheatland Advisors
Pennsylvania
$887K – – –
ACM
1927
Armbruster Capital Management
New York
$887K – – –
PCM
1928
Poehling Capital Management
Wisconsin
$886K -$9.76K -100 -1%
KA
1929
Kaizen Advisory
Illinois
$884K +$66K +676 +8%
CPA
1930
Clear Perspective Advisors
Illinois
$883K +$98.2K +1,006 +13%
KIA
1931
Kopp Investment Advisors
Minnesota
$882K -$11.3K -116 -1%
CAG
1932
Crestwood Advisors Group
Massachusetts
$878K -$48.3K -495 -5%
CM
1933
Columbus Macro
Pennsylvania
$877K -$36.5K -374 -4%
FPCP
1934
Fort Point Capital Partners
California
$876K -$115K -1,181 -12%
HCM
1935
HMS Capital Management
Tennessee
$873K -$111K -1,134 -11%
FIM
1936
Freedom Investment Management
Connecticut
$872K -$646K -6,622 -43%
FBFS
1937
First Business Financial Services
Wisconsin
$871K +$590K +6,038 +210%
PA
1938
Probity Advisors
Texas
$867K -$3.91K -40 -0.4%
SRAM
1939
Stone Ridge Asset Management
New York
$867K – – –
BRM
1940
Boston Research & Management
Massachusetts
$864K – – –
GIM
1941
Greylin Investment Management
Virginia
$863K – – –
AA
1942
Alesco Advisors
New York
$860K -$126K -1,287 -13%
SC
1943
Searle & Co
Connecticut
$851K – – –
HPC
1944
HM Payson & Co
Maine
$850K -$39.8M -407,562 -98%
MSAM
1945
Moloney Securities Asset Management
Missouri
$847K +$193K +1,976 +29%
DHFB
1946
Dixon Hubard Feinour & Brown
Virginia
$843K -$53.4K -547 -6%
AWS
1947
AJ Wealth Strategies
New York
$841K +$27.7K +284 +3%
IIA
1948
IPG Investment Advisors
California
$839K +$322K +3,303 +62%
GA
1949
Geller Advisors
New York
$837K -$217K -2,222 -21%
AAM
1950
Arabesque Asset Management
United Kingdom
$837K +$837K +8,571 New
76 77
78
79 80