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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 %
PFO
2376
Pathstone Family Office
New Jersey
$271K +$131K +1,347 +94%
B
2377
Bridgeworth
Alabama
$269K +$269K +3,652 New
RPAM
2378
Rhenman & Partners Asset Management
Sweden
$268K -$95.5K -979 -26%
CCA
2379
Conestoga Capital Advisors
Pennsylvania
$268K -$30.3K -310 -10%
NPPM
2380
North Point Portfolio Managers
Ohio
$268K – – –
MMHP
2381
Murphy Middleton Hinkle & Parker
Georgia
$267K – – –
RT
2382
Reliance Trust
Georgia
$266K – – –
RC
2383
Reik & Co
New York
$266K – – –
NSG
2384
Nalls Sherbakoff Group
Tennessee
$266K +$266K +2,725 New
RI
2385
Rudd International
Florida
$266K +$266K +2,729 New
S
2386
Seeyond
France
$264K +$264K +2,701 New
VBFG
2387
Vishria Bird Financial Group
Tennessee
$263K -$8.99K -92 -3%
CA
2388
Cumberland Advisors
Florida
$263K +$263K +2,699 New
TSS
2389
Thomas Story & Son
Indiana
$262K – – –
AMG
2390
Asset Management Group
Connecticut
$262K +$7.72K +79 +3%
GCA
2391
Gideon Capital Advisors
New York
$260K -$781K -8,006 -75%
MLFP
2392
MPS Loria Financial Planners
Illinois
$260K +$975 +10 +0.4%
IP
2393
Isthmus Partners
Wisconsin
$260K +$25.8K +265 +11%
FNC
2394
First National Corp
Massachusetts
$259K +$259K +2,658 New
RIG
2395
Renaissance Investment Group
Massachusetts
$258K -$75K -769 -23%
HFA
2396
Huber Financial Advisors
Illinois
$258K +$39.2K +402 +18%
GWS
2397
Glassman Wealth Services
Virginia
$257K +$1.17K +12 +0.5%
SCA
2398
Strategic Capital Advisers
Colorado
$257K +$1.75K +18 +0.7%
BBL
2399
Beck Bode LLC
Massachusetts
$256K +$256K +2,620 New
RFWA
2400
RPg Family Wealth Advisory
Massachusetts
$255K +$44.4K +455 +21%
94 95
96
97 98