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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 %
TJHA
2426
Thomas J. Herzfeld Advisors
Florida
$11K – – –
HWM
2427
Holloway Wealth Management
Florida
$11K -$10K – –
RCC
2428
Red Cedar Capital
Nebraska
$11K – – –
WKWM
2429
Walter & Keenan Wealth Management
Indiana
$8.21K -$642 -5,000 -7%
BSG
2430
Black Swift Group
Colorado
$7K +$7K +62 New
BCMIO
2431
Beacon Capital Management Inc (Ohio)
Ohio
$6K – – –
SFPIA
2432
Stevens First Principles Investment Advisors
California
$6K – – –
ACM
2433
Advent Capital Management
New York
$6K +$6K +55 New
MUAMU
2434
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.64K +$564 +5,000 +11%
MIM
2435
Macroview Investment Management
Maryland
$5K +$5K +42 New
CMBA
2436
C.M. Bidwell & Associates
Hawaii
$4K -$12.6K -110 -76%
CIR
2437
Clear Investment Research
Georgia
$4K +$4K +35 New
CF
2438
Centaurus Financial
California
$2.99K -$3.7M -32,203 -100%
NR
2439
Newfound Research
Massachusetts
$2K -$286 -2 -13%
GWA
2440
Guidant Wealth Advisors
Illinois
$2K +$2K +22 New
WG
2441
Welch Group
Alabama
$1.86K +$96 +851 +5%
AMCA
2442
Arthur M. Cohen & Associates
Illinois
$972 – – –
IP
2443
Investment Partners
Ohio
$561 +$62 +2,436 +12%
FRA
2444
Front Row Advisors
California
$461 +$3 +25 +0.6%
SSA
2445
South Street Advisors
New York
$277 – – –
AIIMS
2446
Analyst IMS Investment Management Services
Israel
$144 +$144 +1,260 New
Royal London Asset Management
2447
Royal London Asset Management
United Kingdom
– -$161M -1,546,425 Closed
CL
2448
Chubb Ltd
Switzerland
– -$20.8M -200,000 Closed
Walleye Trading
2449
Walleye Trading
New York
– -$18.3M -175,317 Closed
AC
2450
Argentiere Capital
Switzerland
– -$15.7M -151,133 Closed
96 97
98
99 100