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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 %
I
2426
INVST
Indiana
$231K +$4.39K +45 +2%
DIP
2427
DT Investment Partners
Pennsylvania
$231K +$21K +215 +10%
FA
2428
Financial Advisors
Massachusetts
$231K +$231K +2,362 New
IDA
2429
Intelligence Driven Advisers
California
$231K +$231K +2,364 New
WCWM
2430
Willow Creek Wealth Management
California
$230K -$4.1K -42 -2%
CWM
2431
Campbell Wealth Management
Virginia
$230K +$230K +2,359 New
W
2432
WealthOne
New York
$230K +$230K +2,359 New
TG
2433
TLP Group
Illinois
$229K -$108K -1,052 -32%
BFIC
2434
Bedell Frazier Investment Counselling
California
$229K +$7.04K +72 +3%
NFG
2435
Nations Financial Group
Iowa
$229K +$11.2K +115 +5%
MSFP
2436
Mark Sheptoff Financial Planning
Connecticut
$228K +$293 +3 +0.1%
ADMI
2437
Albert D. Mason Inc
Massachusetts
$227K -$1.66K -17 -0.7%
MFG
2438
Merit Financial Group
Georgia
$227K +$1.34K +16 +0.6%
TFO
2439
Tarbox Family Office
California
$226K -$17.2K -176 -7%
SRCM
2440
Swift Run Capital Management
Virginia
$226K – – –
HCA
2441
Heck Capital Advisors
Wisconsin
$226K -$4.98K -51 -2%
MCM
2442
McRae Capital Management
New Jersey
$225K -$33.8K -345 -13%
WA
2443
Winfield Associates
Ohio
$223K – – –
PHK
2444
Point72 Hong Kong
Hong Kong
$222K +$222K +2,276 New
SAM
2445
Summit Asset Management
Tennessee
$220K -$2.44K -25 -1%
RHJA
2446
Rice Hall James & Associates
California
$220K +$18.7K +191 +9%
SFWC
2447
Strategic Family Wealth Counselors
New Jersey
$219K +$219K +2,238 New
VCP
2448
Vista Capital Partners
Oregon
$218K -$16.8K -172 -7%
LIM
2449
Lathrop Investment Management
Arkansas
$217K -$13.7K -140 -6%
EFL
2450
ERn Financial LLC
Wisconsin
$217K +$217K +2,224 New
96 97
98
99 100