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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
$4.89B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.46B
3
Capital World Investors
Capital World Investors
California
$7.05B
4
Vanguard Group
Vanguard Group
Pennsylvania
$25.3B
5
AIG
American International Group
New York
$477M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.93B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.04B
3
State Street
State Street
Massachusetts
$14.7B
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.94M
5
Deutsche Bank
Deutsche Bank
Germany
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
MSL
201
Mackay Shields LLC
New York
$99.9M -$17.7M -181,773 -15%
ACM
202
Argent Capital Management
Missouri
$99.4M -$1.86M -19,087 -2%
LCS
203
Levin Capital Strategies
New York
$97.5M -$2M -20,472 -2%
WIM
204
Waverton Investment Management
United Kingdom
$96.4M +$5.51M +56,460 +6%
SCM
205
Sirios Capital Management
Massachusetts
$94.6M +$6.51M +66,737 +7%
FI
206
Focused Investors
California
$94.3M -$3.75M -38,400 -4%
Nomura Asset Management
207
Nomura Asset Management
Japan
$94.2M +$2.04M +20,886 +2%
PI
208
PineBridge Investments
New York
$93.7M -$35.6M -364,908 -28%
Commonwealth Equity Services
209
Commonwealth Equity Services
Massachusetts
$92.9M +$7.01M +71,827 +8%
MIM
210
MetLife Investment Management
New Jersey
$92.8M -$2.61M -26,692 -3%
CVA
211
Ceredex Value Advisors
Florida
$92.4M -$3.09M -31,696 -3%
Macquarie Group
212
Macquarie Group
Australia
$91.9M +$13.3M +135,988 +17%
EIP
213
Epoch Investment Partners
New York
$91.3M -$46.7M -478,121 -34%
Citadel Advisors
214
Citadel Advisors
Florida
$89.7M -$37.2M -380,924 -29%
SC
215
Scotia Capital
Ontario, Canada
$89.5M +$4.57M +46,798 +5%
AACR
216
ACR Alpine Capital Research
Missouri
$88.4M +$26.8M +274,220 +43%
CB
217
Cooke & Bieler
Pennsylvania
$87.1M -$3.22M -33,024 -4%
Thrivent Financial for Lutherans
218
Thrivent Financial for Lutherans
Minnesota
$85.8M +$4.98M +50,869 +6%
SCM
219
Smead Capital Management
Arizona
$85.7M -$4.27M -43,767 -5%
BFS
220
Bradley Foster & Sargent
Connecticut
$85.4M -$1.49M -15,240 -2%
CWM
221
CIBC World Markets
New York
$84.3M -$21.2M -216,783 -20%
ZIG
222
Zurich Insurance Group
Switzerland
$84.2M +$19M +194,741 +29%
Natixis Advisors
223
Natixis Advisors
Massachusetts
$83.6M -$5.22M -53,463 -6%
RPI
224
Railway Pension Investments
United Kingdom
$83.1M +$83.1M +851,483 New
MMH
225
Menora Mivtachim Holdings
Israel
$83.1M +$37.9M +388,220 +84%
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