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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 %
LIA
2026
LBMC Investment Advisors
Tennessee
$688K +$49.3K +505 +8%
QCM
2027
Quantinno Capital Management
New York
$687K +$687K +7,033 New
PIA
2028
Pinion Investment Advisors
Kansas
$683K +$95.7K +980 +16%
AF
2029
Affiance Financial
Minnesota
$681K – – –
QPWM
2030
Quadrant Private Wealth Management
Pennsylvania
$677K -$24.3K -249 -3%
HR
2031
Hardy Reed
Mississippi
$675K +$675K +6,916 New
IF
2032
IRON Financial
Illinois
$672K -$5.56K -57 -0.8%
NICM
2033
Neo Ivy Capital Management
New York
$671K +$671K +6,877 New
AF
2034
Allworth Financial
California
$667K -$22.2K -227 -3%
MM
2035
Midas Management
New York
$664K – – –
BWCS
2036
Beirne Wealth Consulting Services
Connecticut
$664K +$664K +6,806 New
KIC
2037
Keating Investment Counselors
Florida
$662K – – –
CHA
2038
Carmichael Hill & Associates
Maryland
$662K +$14.8K +152 +2%
ADBIC
2039
A.D. Beadell Investment Counsel
Wisconsin
$661K – – –
CAM
2040
Cozad Asset Management
Illinois
$661K +$36K +369 +6%
NED
2041
Nancy E. Dempze
$658K – – –
STMM
2042
South Texas Money Management
Texas
$657K -$49.7K -509 -7%
RW
2043
REDW Wealth
New Mexico
$655K +$293 +3 +0%
CG
2044
Corundum Group
Colorado
$655K +$655K +6,714 New
PCAP
2045
Pratt Collard Advisory Partners
New York
$654K – – –
MJRIC
2046
Mogy Joel R Investment Counsel
California
$651K -$38.1K -390 -6%
PC
2047
Palo Capital
California
$651K -$4.88K -50 -0.7%
IIM
2048
Ironwood Investment Management
Massachusetts
$651K – – –
HWMG
2049
Hurlow Wealth Management Group
Indiana
$648K +$648K +6,238 New
CWM
2050
Connecticut Wealth Management
Connecticut
$647K -$4.2K -43 -0.6%
80 81
82
83 84