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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 %
HPWM
2026
Highland Private Wealth Management
Washington
$590K +$12.5K +111 +2%
HWA
2027
Heritage Wealth Advisors
Virginia
$588K -$2.71K -24 -0.5%
VNA
2028
Valley National Advisers
Pennsylvania
$587K +$24K +213 +4%
MIC
2029
Meridian Investment Counsel
California
$586K – – –
AWM
2030
Arbor Wealth Management
Florida
$586K – – –
KP
2031
Keel Point
Alabama
$586K +$158K +1,398 +37%
PL
2032
Plancorp LLC
Missouri
$585K -$309K -2,738 -35%
FC
2033
Financial Consulate
Maryland
$583K -$14.1K -125 -2%
DA
2034
Doliver Advisors
Texas
$583K +$107K +950 +23%
FBT
2035
First Bank & Trust
South Dakota
$582K – – –
SFM
2036
Signet Financial Management
New Jersey
$576K -$46.7K -414 -8%
BCP
2037
Berkeley Capital Partners
Georgia
$573K -$286K -2,534 -33%
FCMC
2038
Founders Capital Management (Connecticut)
Connecticut
$571K -$343 -3 -0.1%
MIP
2039
Marietta Investment Partners
Wisconsin
$570K – – –
MC
2040
Miles Capital
Iowa
$565K -$229K -2,030 -29%
HCC
2041
Hirtle Callaghan & Co
Pennsylvania
$564K – – –
TP
2042
Truvvo Partners
New York
$564K – – –
OFW
2043
Omnia Family Wealth
Florida
$560K -$39.6K -351 -7%
SP
2044
Successful Portfolios
Florida
$560K +$22.7K +201 +4%
VCM
2045
Vigilant Capital Management
Maine
$560K +$26K +230 +5%
KA
2046
Klingman & Associates
New York
$555K +$14.2K +126 +3%
AAP
2047
Arax Advisory Partners
Colorado
$551K -$133K -1,177 -19%
SIM
2048
Sadoff Investment Management
Wisconsin
$551K -$6.89K -61 -1%
XSC
2049
X-Square Capital
Puerto Rico
$551K +$1.24K +11 +0.2%
OAM
2050
Oberweis Asset Management
Illinois
$549K +$338 +3 +0.1%
80 81
82
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