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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 %
Alyeska Investment Group
2001
Alyeska Investment Group
Illinois
$630K -$4.08M -36,210 -87%
RG
2002
Rikoon Group
New Mexico
$630K +$338 +3 +0.1%
MCM
2003
MV Capital Management
Maryland
$629K -$4.63K -41 -0.7%
REMPR
2004
Roof Eidam Maycock Peralta (REMP)
California
$623K – – –
PAA
2005
Peregrine Asset Advisers
Oregon
$617K +$14.7K +130 +2%
WMC
2006
Westwood Management Corporation
Illinois
$616K -$564K -5,000 -48%
MWM
2007
Merriman Wealth Management
Washington
$615K -$22.6K -200 -4%
BHA
2008
Beech Hill Advisors
New York
$611K – – –
MWP
2009
Moller Wealth Partners
$611K – – –
FWM
2010
Focused Wealth Management
New York
$611K +$113 +1 +0%
BAM
2011
Bruderman Asset Management
New York
$609K -$27.1K -240 -4%
KJWM
2012
Kiley Juergens Wealth Management
Washington
$609K +$92.8K +824 +18%
CCMW
2013
Cypress Capital Management (Wyoming)
Wyoming
$607K – – –
MCIA
2014
Mountain Capital Investment Advisors
Colorado
$606K +$81.4K +721 +16%
AFNAS
2015
American Financial Network Advisory Services
California
$605K +$603K +5,345 +25,452%
WA
2016
WealthTrust Axiom
Pennsylvania
$603K +$11.3K +100 +2%
WDA
2017
Wendell David Associates
New Hampshire
$602K – – –
CGL
2018
Clarius Group LLC
Washington
$602K +$602K +5,339 New
WWM
2019
Wagner Wealth Management
South Carolina
$600K +$91.7K +813 +18%
CCP
2020
Clarkston Capital Partners
Michigan
$598K – – –
IIA
2021
IPG Investment Advisors
California
$597K +$57.9K +513 +11%
NFG
2022
Nadler Financial Group
Illinois
$596K +$10.7K +95 +2%
IWP
2023
Icon Wealth Partners
Texas
$593K -$120K -1,063 -17%
AAM
2024
Ascension Asset Management
New York
$593K -$44.5K -394 -7%
KFA
2025
Kelleher Financial Advisors
New York
$590K – – –
79 80
81
82 83