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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 %
CC
2101
Cedar Capital
Illinois
$576K -$18.5K -190 -3%
FWP
2102
FAS Wealth Partners
Kansas
$575K +$976 +10 +0.2%
FAN
2103
Financial Advisors Network
California
$574K +$574K +5,884 New
CF
2104
Copperwynd Financial
Arizona
$572K +$5.27K +54 +0.9%
CCMW
2105
Cypress Capital Management (Wyoming)
Wyoming
$572K +$46.4K +475 +9%
MCM
2106
MV Capital Management
Maryland
$571K +$27K +277 +5%
EWM
2107
Executive Wealth Management
Michigan
$570K +$570K +5,844 New
VC
2108
Vicus Capital
Pennsylvania
$568K +$9.87K +101 +2%
ONST
2109
Old North State Trust
North Carolina
$567K +$10.1K +103 +2%
AF
2110
Aldebaran Financial
$566K -$38.7K -396 -6%
BI
2111
Ballast Inc
Kentucky
$566K -$19.1K -196 -3%
MLIC
2112
Mandatum Life Insurance Company
Finland
$566K – – –
BST
2113
Bath Savings Trust
Maine
$563K +$488 +5 +0.1%
FWM
2114
Fairhaven Wealth Management
Illinois
$563K +$563K +5,771 New
VNA
2115
Valley National Advisers
Pennsylvania
$562K +$53.8K +551 +11%
SFG
2116
SNS Financial Group
Minnesota
$561K -$1.25M -12,759 -69%
IWA
2117
Intercontinental Wealth Advisors
Texas
$560K +$98.8K +1,012 +21%
MKC
2118
M. Kraus & Co
Vermont
$560K +$114K +1,170 +26%
FCIM
2119
Fairview Capital Investment Management
California
$559K -$4.29K -44 -0.8%
LC
2120
Lindbrook Capital
California
$559K +$559K +5,732 New
JWA
2121
JFS Wealth Advisors
Pennsylvania
$558K -$45.5K -466 -8%
AWM
2122
Arbor Wealth Management
Florida
$557K +$48.9K +500 +10%
BFM
2123
Broadview Financial Management
Wisconsin
$556K +$556K +5,700 New
HPWM
2124
Highland Private Wealth Management
Washington
$553K +$42.1K +431 +8%
IR
2125
IAT Reinsurance
New York
$552K – – –
83 84
85
86 87