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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 %
GG
2051
GenWealth Group
New Jersey
$549K +$6.84K +60 +1%
DTL
2052
Dynamic Technology Lab
Singapore
$549K +$549K +4,862 New
SAM
2053
SignalPoint Asset Management
Missouri
$548K -$6.32K -56 -1%
FM
2054
Family Management
New York
$545K -$16.9K -150 -3%
FIG
2055
FundX Investment Group
California
$544K – – –
BCM
2056
Bienville Capital Management
New York
$541K -$2.15K -19 -0.4%
LC
2057
Landaas & Company
Wisconsin
$540K +$338 +3 +0.1%
PEA
2058
Pacific Edge Advisors
California
$538K -$68.2K -604 -11%
MAM
2059
Mark Asset Management
New York
$533K – – –
IWA
2060
Intercontinental Wealth Advisors
Texas
$533K +$185K +1,641 +53%
BFM
2061
Boothbay Fund Management
New York
$533K +$533K +4,720 New
WFI
2062
West Family Investments
California
$531K -$282K -2,500 -35%
SC
2063
SRB Corp
Massachusetts
$529K – – –
MAM
2064
Mastrapasqua Asset Management
Tennessee
$526K +$526K +4,661 New
RPG
2065
Resource Planning Group
Georgia
$524K +$524K +4,644 New
CCM
2066
Cribstone Capital Management
Maine
$518K +$2.94K +26 +0.6%
SWP
2067
Strategic Wealth Partners
Ohio
$517K +$23.4K +207 +5%
WAAG
2068
Wealth Alliance Advisory Group
Kansas
$515K +$48.7K +432 +10%
AC
2069
Avestar Capital
New York
$515K +$47.1K +437 +10%
MKC
2070
M. Kraus & Co
Vermont
$515K +$56.4K +500 +12%
SNBOSD
2071
Security National Bank of So Dak
Iowa
$514K +$39.4K +349 +8%
OLA
2072
Oliver Luxxe Assets
New Jersey
$512K -$96.4K -841 -16%
APSI
2073
Asset Planning Services Inc
Louisiana
$511K – – –
SIM
2074
Sterling Investment Management
Arizona
$509K – – –
RIS
2075
Retirement Income Solutions
Michigan
$508K -$16.6K -147 -3%
81 82
83
84 85