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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 %
GAM
2401
Gould Asset Management
California
$254K +$29.2K +300 +13%
PAG
2402
Pinnacle Advisory Group
Maryland
$253K +$12.6K +129 +5%
I2I
2403
Insight 2811 Inc
Illinois
$252K -$46.5K -477 -16%
GAMC
2404
Garner Asset Management Corp
Texas
$247K +$391 +4 +0.2%
WI
2405
WrapManager Inc
California
$245K -$76.4K -783 -24%
CC
2406
Capital Counsel
New York
$244K -$293 -3 -0.1%
ROC
2407
River Oaks Capital
Minnesota
$244K – – –
LC
2408
Lavaca Capital
Texas
$244K +$244K +2,499 New
EC
2409
EJF Capital
Virginia
$244K +$244K +2,500 New
MF
2410
Manchester Financial
California
$242K +$242K +2,477 New
WAS
2411
Winch Advisory Services
Wisconsin
$241K +$11.2K +114 +5%
TCM
2412
Tradewinds Capital Management
Washington
$241K +$27.9K +286 +13%
SSA
2413
South Street Advisors
New York
$240K – – –
WMA
2414
Wealth Management Associates
New Jersey
$239K +$239K +2,448 New
MWM
2415
Mascoma Wealth Management
New Hampshire
$238K – – –
MFP
2416
Meridian Financial Partners
Virginia
$237K +$237K +2,430 New
CFSG
2417
Community Financial Services Group
Vermont
$236K – – –
WCM
2418
Wallace Capital Management
Texas
$235K – – –
CHP
2419
Cable Hill Partners
Oregon
$234K -$14.1K -145 -6%
JC
2420
Jacobs & Co
California
$234K -$7.31K -75 -3%
AIA
2421
AIMZ Investment Advisors
California
$234K – – –
HPC
2422
Hobart Private Capital
North Carolina
$234K +$35.1K +360 +18%
FMP
2423
Financial Management Professionals
Texas
$233K – – –
LA
2424
LexAurum Advisors
Kansas
$233K +$30.8K +315 +15%
PFA
2425
Pure Financial Advisors
California
$232K -$58.4K -599 -20%
95 96
97
98 99