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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 %
BBA
1976
Braun-Bostich & Associates
Pennsylvania
$668K -$4.06K -36 -0.6%
SBWM
1977
Sunflower Bank Wealth Management
Arizona
$667K -$138K -1,220 -17%
IIM
1978
Intact Investment Management
Quebec, Canada
$666K – – –
FWP
1979
FAS Wealth Partners
Kansas
$664K +$17.6K +156 +3%
BCM
1980
Brown Capital Management
Maryland
$662K -$3.16K -28 -0.5%
DW
1981
Domani Wealth
Pennsylvania
$661K +$82.4K +730 +14%
BCA
1982
Bay Colony Advisors
Massachusetts
$658K +$52.7K +467 +9%
CCA
1983
Clearwater Capital Advisors
Illinois
$658K +$69.1K +612 +12%
MCA
1984
Morris Capital Advisors
Pennsylvania
$657K -$13.8K -122 -2%
FRM
1985
Fox Run Management
Connecticut
$657K +$181K +1,601 +38%
IHL
1986
Investment House LLC
California
$656K +$270K +2,390 +70%
CF
1987
Copperwynd Financial
Arizona
$655K +$9.25K +82 +1%
WC
1988
Wexford Capital
Florida
$654K -$4.78M -42,389 -88%
MLIC
1989
Mandatum Life Insurance Company
Finland
$654K – – –
CVM
1990
Cheviot Value Management
California
$652K – – –
FCIM
1991
Fairview Capital Investment Management
California
$652K +$9.37K +83 +1%
BST
1992
Bath Savings Trust
Maine
$650K – – –
SFG
1993
StrategIQ Financial Group
Indiana
$649K +$82.8K +733 +15%
ONST
1994
Old North State Trust
North Carolina
$646K +$646K +5,708 New
VC
1995
Vicus Capital
Pennsylvania
$645K -$20.3K -180 -3%
IR
1996
IAT Reinsurance
New York
$638K – – –
SE
1997
Summit Equities
New Jersey
$633K – – –
AW
1998
Alpha Windward
Massachusetts
$633K -$21.9K -194 -3%
ECAM
1999
East Coast Asset Management
Massachusetts
$633K +$38.9K +345 +7%
VF
2000
Virtu Financial
New York
$632K -$1.81M -16,032 -74%
78 79
80
81 82