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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 %
CCC
2076
Chelsea Counsel Company
California
$604K – – –
EF
2077
Empirical Finance
Pennsylvania
$603K -$60.3K -618 -9%
BAM
2078
Bruderman Asset Management
New York
$599K +$72.2K +739 +14%
JF
2079
JSF Financial
California
$597K +$597K +6,111 New
TI
2080
Truehand Inc
New Hampshire
$596K +$596K +6,102 New
AIM
2081
Advantage Investment Management
Iowa
$595K -$86.2K -883 -13%
VI
2082
Versor Investments
New York
$595K +$595K +6,100 New
CBT
2083
Central Bank & Trust
Kentucky
$593K -$46.6K -477 -7%
RHDIC
2084
R.H. Dinel Investment Counsel
California
$593K +$593K +6,072 New
JLBC
2085
J.L. Bainbridge & Co
Florida
$592K +$195 +2 +0%
Edgewood Management
2086
Edgewood Management
Connecticut
$590K – – –
SFG
2087
StrategIQ Financial Group
Indiana
$587K +$26K +266 +5%
MWM
2088
MorganRosel Wealth Management
Colorado
$587K +$587K +6,014 New
PAWC
2089
P.A.W. Capital
Connecticut
$586K +$586K +6,000 New
BBA
2090
Braun-Bostich & Associates
Pennsylvania
$585K +$7.41K +76 +1%
AFNAS
2091
American Financial Network Advisory Services
California
$583K +$59.1K +605 +11%
BCM
2092
Brown Capital Management
Maryland
$582K +$9.27K +95 +2%
AAP
2093
Arax Advisory Partners
Colorado
$582K +$105K +1,078 +22%
MAM
2094
Morse Asset Management
Connecticut
$581K -$176K -1,800 -23%
OWA
2095
Outlook Wealth Advisors
Texas
$581K +$581K +595 New
OBGC
2096
O'Brien Greene & Co
Pennsylvania
$581K +$581K +5,945 New
CFS
2097
CRA Financial Services
New Jersey
$579K +$579K +5,927 New
MWM
2098
Merriman Wealth Management
Washington
$578K +$29.5K +293 +5%
IIM
2099
Intact Investment Management
Quebec, Canada
$577K – – –
SBWM
2100
Sunflower Bank Wealth Management
Arizona
$577K – – –
82 83
84
85 86