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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 %
SFI
2051
SPC Financial Inc
Maryland
$646K -$1.76M -18,028 -73%
RHAM
2052
Round Hill Asset Management
California
$644K -$684 -7 -0.1%
BCA
2053
Bay Colony Advisors
Massachusetts
$641K +$72.3K +741 +13%
WIC
2054
Wilkins Investment Counsel
Massachusetts
$639K – – –
AAMU
2055
Amundi Asset Management US
Massachusetts
$639K -$122K -1,245,564 -16%
DWM
2056
Destination Wealth Management
California
$638K -$44.8K -459 -7%
NCM
2057
Northside Capital Management
Oregon
$635K – – –
SICM
2058
Sustainable Insight Capital Management
New York
$633K +$204K +2,089 +47%
LFG
2059
LifePlan Financial Group
Ohio
$631K -$82.5K -845 -12%
GIM
2060
Groesbeck Investment Management
New Jersey
$631K -$81K -829 -11%
AIM
2061
Arcadia Investment Management
Michigan
$631K -$14.7K -150 -2%
P
2062
&Partners
Tennessee
$630K +$630K +6,458 New
CVM
2063
Cheviot Value Management
California
$626K +$62.1K +636 +11%
TCPWM
2064
Traverso Chambers Private Wealth Management
California
$626K +$626K +6,417 New
BA
2065
Broadview Advisors
Wisconsin
$625K +$625K +6,400 New
VCM
2066
Vision Capital Management
Oregon
$624K +$40.3K +413 +7%
PFS
2067
Physicians Financial Services
North Carolina
$623K -$65.4K -670 -9%
Schroder Investment Management Group
2068
Schroder Investment Management Group
United Kingdom
$622K +$90.5K +927,142 +17%
WMC
2069
Westwood Management Corporation
Illinois
$621K +$87.9K +900 +16%
ACA
2070
Atlas Capital Advisors
Wyoming
$620K -$92.2K -944 -13%
MAM
2071
Mastrapasqua Asset Management
Tennessee
$615K +$160K +1,640 +35%
SCP
2072
Sandhill Capital Partners
New York
$614K -$15.2K -156 -2%
SIA
2073
Starfire Investment Advisers
Michigan
$612K +$612K +6,274 New
HHGA
2074
Halbert Hargrove Global Advisors
California
$606K +$15.4K +158 +3%
KA
2075
Klingman & Associates
New York
$605K +$125K +1,285 +26%
81 82
83
84 85