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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 %
AIM
2451
Alphinity Investment Management
Australia
– -$15.3M -146,955 Closed
TSS
2452
Two Sigma Securities
New York
– -$14.7M -141,481 Closed
Ninety One (UK)
2453
Ninety One (UK)
United Kingdom
– -$10.2M -97,487 Closed
MSU
2454
Mizuho Securities USA
New York
– -$8.09M -77,600 Closed
WP
2455
WealthShield Partners
North Carolina
– -$261K -73,313 Closed
CCM
2456
Channing Capital Management
Illinois
– -$7.15M -68,619 Closed
UFF
2457
USA Financial Formulas
Michigan
– -$6.38M -58,022 Closed
JCP
2458
Jabre Capital Partners
Switzerland
– -$5.21M -50,000 Closed
NSLI
2459
Nan Shan Life Insurance
Taiwan
– -$5.21M -50,000 Closed
AC
2460
AMS Capital
Brazil
– -$4.69M -45,000 Closed
GPC
2461
Glacier Peak Capital
Washington
– -$4.22M -40,500 Closed
LOAMU
2462
Lombard Odier Asset Management (USA)
New York
– -$4.19M -40,199 Closed
SC
2463
Selz Capital
New York
– -$4.17M -40,000 Closed
BI
2464
Boulegeris Investments
Georgia
– -$3.77M -36,220 Closed
SAM
2465
Symphony Asset Management
California
– -$3.11M -28,311 Closed
QSS
2466
Quantitative Systematic Strategies
Florida
– -$2.69M -25,763 Closed
Balyasny Asset Management
2467
Balyasny Asset Management
Illinois
– -$2.53M -24,272 Closed
FF
2468
Fluent Financial
Texas
– -$1.67M -16,012 Closed
PAPAIJV
2469
Paragon Associates & Paragon Associates II Joint Venture
Texas
– -$1.56M -15,000 Closed
NAM
2470
Needelman Asset Management
California
– -$1.52M -14,618 Closed
MC
2471
Menta Capital
California
– -$1.5M -14,400 Closed
CA
2472
Cynosure Advisors
Utah
– -$1.44M -13,851 Closed
GPCM
2473
Granite Point Capital Management
Massachusetts
– -$1.31M -12,600 Closed
Group One Trading
2474
Group One Trading
Illinois
– -$1.21M -11,642 Closed
PHK
2475
Point72 Hong Kong
Hong Kong
– -$1.18M -11,344 Closed
97 98
99
100 101