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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 %
AL
2151
Arnhold LLC
New York
$385K – – –
RIG
2152
Renaissance Investment Group
Massachusetts
$385K +$2.14K +19 +0.6%
TCOO
2153
Trust Company of Oklahoma
Oklahoma
$384K -$95.9K -850 -20%
HHAM
2154
HITE Hedge Asset Management
Massachusetts
$383K – – –
PJSIMP
2155
P.J. Schmidt Investment Management (PJS)
Wisconsin
$382K +$67.7K +600 +22%
SFS
2156
Summit Financial Strategies
Ohio
$380K +$3.38K +30 +0.9%
FSCM
2157
Front Street Capital Management
Montana
$379K -$43.2K -383 -10%
DC
2158
Derby & Company
Massachusetts
$379K – – –
IRC
2159
Investors Research Corp
Georgia
$376K – – –
JFA
2160
JNBA Financial Advisors
Minnesota
$375K -$832K -7,369 -69%
BJ
2161
Brouwer & Janachowski
California
$375K – – –
AOWM
2162
Alpha Omega Wealth Management
Virginia
$375K – – –
UWPG
2163
Ullmann Wealth Partners Group
Florida
$373K -$7.55K -67 -2%
FHC
2164
First Heartland Consultants
Missouri
$372K -$54.1K -480 -13%
WI
2165
WrapManager Inc
California
$372K +$1.58K +14 +0.4%
NG
2166
Northstar Group
New York
$371K +$29.3K +259 +9%
CAL
2167
Capital Advisors Ltd
Ohio
$371K +$153K +1,355 +70%
VIA
2168
Vantage Investment Advisors
Pennsylvania
$371K +$150K +1,769 +68%
TG
2169
TLP Group
Illinois
$370K -$113 -1 -0%
NEPPG
2170
New England Professional Planning Group
Rhode Island
$366K +$79K +702 +28%
JC
2171
Jentner Corp
Ohio
$362K – – –
QCMC
2172
Quantum Capital Management (California)
California
$362K +$14.8K +131 +4%
CP
2173
Camelot Portfolios
Ohio
$361K +$27.4K +243 +8%
RHBC
2174
R.H. Bluestein & Co
Michigan
$361K +$361K +3,200 New
GC
2175
Gilbert & Cook
Iowa
$360K -$33.3K -295 -8%
85 86
87
88 89