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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 %
EA
2076
Elm Advisors
California
$504K +$84.7K +750 +20%
UC
2077
Unio Capital
New Jersey
$502K -$39.5K -350 -7%
NIM
2078
NuWave Investment Management
New Jersey
$498K -$352K -3,115 -41%
CYG
2079
Clean Yield Group
Vermont
$498K -$113K -1,000 -18%
SICM
2080
Sustainable Insight Capital Management
New York
$496K -$1.57M -13,900 -76%
SIM
2081
Sonora Investment Management
Arizona
$490K -$2.94K -26 -0.6%
SPI
2082
Santori & Peters Inc
Pennsylvania
$490K +$32.7K +290 +7%
PCP
2083
Proficio Capital Partners
Massachusetts
$487K -$1.69K -15 -0.3%
AIS
2084
American Investment Services
Massachusetts
$487K – – –
PIC
2085
Portland Investment Counsel
Ontario, Canada
$485K -$395K -3,500 -45%
RSVP
2086
Ramsay Stattman Vela & Price
Colorado
$484K – – –
BRA
2087
Bender Robert & Associates
California
$482K -$34.4K -305 -7%
AGA
2088
Accuvest Global Advisors
Utah
$482K +$482K +4,274 New
LI
2089
LVZ Inc
Michigan
$479K – – –
HPIA
2090
Hamilton Point Investment Advisors
North Carolina
$479K – – –
TPW
2091
Tiller Private Wealth
Pennsylvania
$479K +$51.9K +460 +12%
CA
2092
Continuum Advisory
Idaho
$476K +$239K +2,111 +101%
PFA
2093
Pathway Financial Advisors
Vermont
$474K – – –
MWM
2094
Modera Wealth Management
New Jersey
$472K +$39.9K +354 +9%
SFG
2095
Sather Financial Group
Texas
$470K -$782K -6,946 -62%
BIA
2096
BHK Investment Advisors
Alabama
$470K +$2.59K +23 +0.6%
BWA
2097
Burt Wealth Advisors
Maryland
$468K -$68.9K -610 -13%
DCM
2098
Dynamic Capital Management
Jersey
$468K +$468K +4,150 New
WIM
2099
Westside Investment Management
California
$464K +$24.1K +213 +5%
ACM
2100
Alethea Capital Management
Washington
$463K – – –
82 83
84
85 86