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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 %
CAM
2101
Claret Asset Management
Quebec, Canada
$463K +$32.4K +287 +8%
EIA
2102
Edgemoor Investment Advisors
Maryland
$462K -$50.3K -446 -10%
WA1
2103
Wimmer Associates 1
California
$458K – – –
KSA
2104
Ken Stern & Associates
California
$455K – – –
SQA
2105
Simon Quick Advisors
New Jersey
$453K -$38.2K -339 -8%
AC
2106
Allstate Corporation
Illinois
$452K +$43.9K +389 +11%
GKWIM
2107
Gerber Kawasaki Wealth & Investment Management
California
$451K +$103K +906 +29%
AIM
2108
Allen Investment Management
New York
$449K – – –
DSAM
2109
Dock Street Asset Management
Florida
$445K – – –
SAM
2110
Seelaus Asset Management
New Jersey
$443K – – –
CA
2111
Crewe Advisors
Utah
$442K – – –
AWE
2112
Avidian Wealth Enterprises
Texas
$441K -$199K -1,762 -31%
RWMH
2113
Riverpoint Wealth Management Holdings
Illinois
$441K +$11.3K +100 +3%
SWK
2114
Stephen W. Kidder
$439K – – –
FCFS
2115
First Command Financial Services
Texas
$437K +$7.67K +68 +2%
FCB
2116
First Command Bank
Texas
$437K +$7.67K +68 +2%
CCM
2117
Carlson Capital Management
Minnesota
$436K +$160K +1,416 +58%
TAIM
2118
TD Ameritrade Investment Management
Nebraska
$435K +$334K +2,955 +329%
CIA
2119
Cascade Investment Advisors
Oregon
$434K – – –
WA
2120
WP Advisors
California
$433K +$2.03K +18 +0.5%
CIAS
2121
Capital Investment Advisory Services
North Carolina
$432K -$6.76K -60 -2%
ACM
2122
AUA Capital Management
Pennsylvania
$432K – – –
TIA
2123
Tandem Investment Advisors
South Carolina
$430K +$6.78K +60 +2%
MFW
2124
Mosaic Family Wealth
Missouri
$428K -$6.03K -55 -1%
CI
2125
Cambiar Investors
Colorado
$427K -$35.7K -317 -8%
83 84
85
86 87