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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 %
JGIA
2301
Jackson Grant Investment Advisers
Connecticut
$342K +$40.7K +417 +13%
CCP
2302
Clarkston Capital Partners
Michigan
$341K -$177K -1,809 -34%
DE
2303
Day & Ennis
Georgia
$341K – – –
RWMH
2304
Riverpoint Wealth Management Holdings
Illinois
$340K -$39.8K -409 -10%
PIC
2305
PCJ Investment Counsel
Ontario, Canada
$339K -$3.51M -35,967 -91%
NIC
2306
Northwest Investment Counselors
Oregon
$339K +$49.4K +506 +17%
FCB
2307
First Command Bank
Texas
$338K -$40.4K -414 -11%
FCFS
2308
First Command Financial Services
Texas
$338K -$40.4K -414 -11%
LCP
2309
Legacy Capital Partners
Wisconsin
$333K -$6.35K -65 -2%
AL
2310
Arnhold LLC
New York
$333K – – –
TCOO
2311
Trust Company of Oklahoma
Oklahoma
$332K – – –
HHAM
2312
HITE Hedge Asset Management
Massachusetts
$331K – – –
ACM
2313
Alta Capital Management
Utah
$330K +$117K +1,200 +55%
EIA
2314
Eldridge Investment Advisors
New Hampshire
$329K +$21.6K +221 +7%
PCMC
2315
Private Capital Management (Colorado)
Colorado
$328K +$328K +3,359 New
SFS
2316
Summit Financial Strategies
Ohio
$326K -$2.93K -30 -0.9%
BJ
2317
Brouwer & Janachowski
California
$325K – – –
IRC
2318
Investors Research Corp
Georgia
$325K – – –
CAL
2319
Capital Advisors Ltd
Ohio
$321K – – –
NG
2320
Northstar Group
New York
$321K +$683 +7 +0.2%
JHCP
2321
Jackson Hole Capital Partners
Oklahoma
$321K +$321K +3,291 New
WPSG
2322
Wealth & Pension Services Group
Georgia
$320K +$27.5K +282 +9%
SVCP
2323
Silicon Valley Capital Partners
California
$320K +$41.3K +423 +15%
SIAS
2324
Shine Investment Advisory Services
Colorado
$318K -$48.7K -499 -13%
CP
2325
Camelot Portfolios
Ohio
$316K +$3.61K +37 +1%
91 92
93
94 95