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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 %
MFGP
2226
Marshall Financial Group (Pennsylvania)
Pennsylvania
$428K +$428K +4,382 New
WANY
2227
Wealthspire Advisors (New York)
New York
$427K +$427K +4,369 New
MPW
2228
MA Private Wealth
California
$426K +$426K +4,369 New
BIA
2229
BHK Investment Advisors
Alabama
$424K +$16.8K +172 +4%
AIM
2230
Allen Investment Management
New York
$424K +$35.4K +363 +9%
CA
2231
Continuum Advisory
Idaho
$423K +$13K +133 +3%
GTAM
2232
Global Trust Asset Management
Florida
$421K +$391K +4,000 +1,282%
IC
2233
Inscription Capital
Texas
$420K +$420K +4,304 New
RSVP
2234
Ramsay Stattman Vela & Price
Colorado
$418K – – –
SDAM
2235
Shulman DeMeo Asset Management
New York
$418K +$418K +4,278 New
BFM
2236
Boothbay Fund Management
New York
$417K -$44.2K -452 -10%
PIC
2237
Portland Investment Counsel
Ontario, Canada
$417K -$2.15K -22 -0.5%
NVIM
2238
New Vernon Investment Management
Illinois
$415K -$166K -1,700 -29%
AC
2239
Avestar Capital
New York
$414K -$27.5K -298 -6%
GC
2240
Gilbert & Cook
Iowa
$413K +$102K +1,045 +33%
DAM
2241
Deltec Asset Management
New York
$412K -$251K -2,575 -38%
BRA
2242
Bender Robert & Associates
California
$410K -$6.83K -70 -2%
SQA
2243
Simon Quick Advisors
New Jersey
$410K +$17.9K +183 +5%
CA
2244
Corrado Advisors
New Jersey
$410K +$410K +4,198 New
SFG
2245
Sather Financial Group
Texas
$407K – – –
WA1
2246
Wimmer Associates 1
California
$407K +$11.2K +115 +3%
ICM
2247
IMS Capital Management
Oregon
$406K +$255K +2,605 +168%
CWM
2248
Centric Wealth Management
Illinois
$406K +$406K +4,158 New
BWA
2249
Burt Wealth Advisors
Maryland
$405K – – –
WIM
2250
Westside Investment Management
California
$404K +$3.13K +32 +0.8%
88 89
90
91 92