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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 %
GCP
1951
GSA Capital Partners
United Kingdom
$717K +$51.8K +459 +8%
CAM
1952
Concorde Asset Management
Michigan
$714K -$154K -1,362 -18%
PFGIA
1953
Patriot Financial Group Insurance Agency
Massachusetts
$714K +$339K +3,007 +90%
RB
1954
Rodgers Brothers
Pennsylvania
$712K – – –
TRIM
1955
Thompson Rubinstein Investment Management
Oregon
$706K – – –
CGI
1956
CI Global Investments
California
$704K +$684K +6,064 +3,445%
THWM
1957
Taylor Hoffman Wealth Management
Virginia
$703K +$113 +1 +0%
AF
1958
Aldebaran Financial
$699K +$3.73K +33 +0.5%
CCC
1959
Chelsea Counsel Company
California
$698K -$22.6K -200 -3%
JWA
1960
JFS Wealth Advisors
Pennsylvania
$698K -$3.84K -34 -0.5%
DAM
1961
Doheny Asset Management
California
$692K – – –
HJMC
1962
Hellman Jordan Management Company
Massachusetts
$691K +$691K +6,126 New
CFGS
1963
Concourse Financial Group Securities
Alabama
$690K +$690K +6,118 New
CC
1964
Cedar Capital
Illinois
$688K +$113 +1 +0%
NWS
1965
Newport Wealth Strategies
California
$684K -$688K -6,311 -50%
JLBC
1966
J.L. Bainbridge & Co
Florida
$684K +$684K +6,059 New
HHGA
1967
Halbert Hargrove Global Advisors
California
$683K -$14.8K -131 -2%
Edgewood Management
1968
Edgewood Management
Connecticut
$681K – – –
PIA
1969
Pinion Investment Advisors
Kansas
$679K +$18.6K +165 +3%
AAP
1970
Ardsley Advisory Partners
Connecticut
$677K – – –
BI
1971
Ballast Inc
Kentucky
$676K +$215K +1,908 +47%
PIM
1972
Provident Investment Management
Michigan
$675K -$444K -3,938 -40%
VCM
1973
Vision Capital Management
Oregon
$675K – – –
NVIM
1974
New Vernon Investment Management
Illinois
$672K – – –
TIM
1975
Tortoise Investment Management
New York
$670K -$11.3K -100 -2%
77 78
79
80 81