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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
1
Berkshire Hathaway
Nebraska
$4.02B
2
Capital International Investors
2
Capital International Investors
California
$3B
3
Morgan Stanley
3
Morgan Stanley
New York
$4.23B
4
State Street
4
State Street
Massachusetts
$17.7B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$232M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$9.54B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.74B
3
BlackRock
3
BlackRock
New York
$24.5B
4
LPU
4
Lansdowne Partners (UK)
United Kingdom
$904M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
2351
Lenox Wealth Management
Ohio
$140K -$792 -7 -0.6%
PO
2352
Private Ocean
California
$135K -$170K -1,500 -56%
QI
2353
QV Investors
Alberta, Canada
$135K – – –
AA
2354
AlphaMark Advisors
Kentucky
$134K +$22.6K +200 +20%
OBWP
2355
O'Brien Wealth Partners
Massachusetts
$125K +$115K +1,020 +1,121%
KBFS
2356
Kohmann Bosshard Financial Services
Ohio
$123K -$7K -62 -5%
BCI
2357
Brinker Capital Investments
Pennsylvania
$122K +$11.9K +105 +11%
MCM
2358
Mainstay Capital Management
Michigan
$122K +$34K +300 +39%
LYV
2359
Live Your Vision
Pennsylvania
$119K – – –
OHS
2360
Odey Holdings (Switzerland)
Switzerland
$118K – – –
QCIG
2361
Quad-Cities Investment Group
Iowa
$115K -$19.6K -172 -15%
TCM
2362
TD Capital Management
Tennessee
$114K -$12.3K -109 -10%
TDC
2363
Thompson Davis & Co
Virginia
$111K -$256K -2,268 -70%
LGWM
2364
Litman Gregory Wealth Management
California
$104K – – –
SCA
2365
Stuart Chaussee & Associates
California
$102K – – –
FIA
2366
FNY Investment Advisers
New York
$101K -$1.37M -12,207 -93%
AP
2367
Arlington Partners
Alabama
$101K +$56.4K +500 +127%
CA
2368
Centerpoint Advisors
Massachusetts
$99K – – –
CFA
2369
Camarda Financial Advisors
Florida
$96K +$16.3K +145 +20%
ST
2370
Sageworth Trust
Pennsylvania
$94K +$66.9K +592 +247%
FGAM
2371
Financial Gravity Asset Management
Texas
$90K -$63.8K -603 -42%
LWS
2372
Lucia Wealth Services
California
$87K -$2.04K -18 -2%
ME
2373
McIlrath & Eck
Washington
$77K +$902 +8 +1%
GCM
2374
Grisanti Capital Management
New York
$77K +$16.3K +145 +27%
TFA
2375
Transamerica Financial Advisors
Florida
$77K +$75.2K +663 +4,144%
93 94
95
96 97