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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 %
TVAMP
2151
Tennessee Valley Asset Management Partners
Tennessee
$522K +$522K +5,345 New
PAA
2152
Peregrine Asset Advisers
Oregon
$521K -$12.7K -130 -2%
FBT
2153
First Bank & Trust
South Dakota
$520K +$24.3K +249 +5%
DW
2154
Domani Wealth
Pennsylvania
$517K -$54.6K -559 -10%
PCM
2155
Pointe Capital Management
Michigan
$516K -$195K -2,000 -27%
DA
2156
Doliver Advisors
Texas
$515K +$10.5K +108 +2%
NFG
2157
Nadler Financial Group
Illinois
$514K -$2.25K -23 -0.4%
PL
2158
Plancorp LLC
Missouri
$514K +$8K +82 +2%
AW
2159
Alpha Windward
Massachusetts
$513K -$34.9K -357 -6%
AAM
2160
Ascension Asset Management
New York
$513K – – –
HWA
2161
Heritage Wealth Advisors
Virginia
$513K +$5.07K +52 +1%
IWP
2162
Icon Wealth Partners
Texas
$511K -$2.54K -26 -0.5%
KFA
2163
Kelleher Financial Advisors
New York
$511K – – –
MWM
2164
Modera Wealth Management
New Jersey
$510K +$102K +1,041 +25%
CCM
2165
Consolidated Capital Management
California
$509K -$1.09M -11,121 -68%
GCP
2166
GSA Capital Partners
United Kingdom
$509K -$111K -1,141 -18%
CANY
2167
Caxton Associates (New York)
New York
$508K -$9.48M -97,093 -95%
KP
2168
Keel Point
Alabama
$508K +$879 +9 +0.2%
MIC
2169
Meridian Investment Counsel
California
$507K – – –
FC
2170
Financial Consulate
Maryland
$507K +$2.25K +23 +0.4%
VA
2171
Valmark Advisers
Ohio
$507K +$146K +1,499 +41%
GPWA
2172
Great Point Wealth Advisors
Massachusetts
$501K +$501K +5,141 New
XSC
2173
X-Square Capital
Puerto Rico
$500K +$23.5K +241 +5%
SAM
2174
Smithbridge Asset Management
Pennsylvania
$499K +$147K +1,500 +42%
CWM
2175
Cordatus Wealth Management
Pennsylvania
$499K +$499K +5,111 New
85 86
87
88 89