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JPMorgan Chase
JPM

Overview Fund Activity

2,630 hedge funds and large institutions have $261B invested in JPMorgan Chase in 2019 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,173 increasing their positions, 1,039 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,630
Holders Change
+36
Holders Change %
+1.39%
% of All Funds
57.21%
Holding in Top 10
605
Holding in Top 10 Change
+76
Holding in Top 10 Change %
+14.37%
% of All Funds
13.16%
New
135
Increased
1,173
Reduced
1,039
Closed
71
Calls
$2.84B
Puts
$3.96B
Net Calls
-$1.12B
Net Calls Change
-$384M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$2.65B
2
Invesco
2
Invesco
Georgia
$2.65B
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$524M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$332M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$282M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$28.2B
2
BlackRock
2
BlackRock
New York
$24.2B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$6.9B
4
LPU
4
Lansdowne Partners (UK)
United Kingdom
$0
5
American Century Companies
5
American Century Companies
Missouri
$897M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
226
Chilton Investment Company
Connecticut
$89.6M +$1.93M +17,230 +2%
AAMU
227
AEGON Asset Management (UK)
United Kingdom
$89.3M +$5.39M +48,197 +6%
UCFA
228
United Capital Financial Advisors
Texas
$88.9M +$5.14M +46,014 +6%
FIM
229
Foresters Investment Management
New York
$88.8M -$1.67M -14,954 -2%
GG
230
Gofen & Glossberg
Illinois
$88M -$620K -5,545 -0.7%
SCM
231
Sirios Capital Management
Massachusetts
$86.8M -$13M -116,578 -13%
ZIM
232
Zacks Investment Management
Illinois
$86.8M +$642K +5,742 +0.7%
GIBU
233
Gulf International Bank (UK)
United Kingdom
$86.7M -$1.41M -12,619 -2%
NIPH
234
NN Investment Partners Holdings
Netherlands
$85.8M +$21.8M +195,210 +34%
CGT
235
Capital Guardian Trust
California
$85.3M -$3.79M -33,968 -4%
ASC
236
Atalanta Sosnoff Capital
New York
$85M -$1.43M -12,753 -2%
C
237
Consulta
United Kingdom
$83.9M – – –
PI
238
PineBridge Investments
New York
$83.5M +$22.3M +199,760 +37%
BCM
239
Basswood Capital Management
New York
$82M – – –
NIMC
240
NWQ Investment Management Company
California
$81.9M -$3.41M -30,482 -4%
SBH
241
Segall Bryant & Hamill
Illinois
$81.2M +$498K +4,451 +0.6%
PC
242
Polar Capital
United Kingdom
$80.2M -$1.06M -9,452 -1%
GF
243
Gabelli Funds
New York
$79.3M -$268K -2,400 -0.3%
MVP
244
Miller Value Partners
Florida
$78.9M -$6.86M -61,370 -8%
CWM
245
CIBC World Markets
New York
$76.1M +$16.5M +147,531 +28%
BCM
246
Becker Capital Management
Oregon
$75.4M -$3.12M -27,939 -4%
ZIG
247
Zurich Insurance Group
Switzerland
$75M -$8.45M -75,580 -10%
ASRS
248
Arizona State Retirement System
Arizona
$75M -$4.63M -41,446 -6%
BNP Paribas Asset Management
249
BNP Paribas Asset Management
France
$75M +$2.36M +21,111 +3%
CWP
250
Capital Wealth Planning
Florida
$74.3M +$71.4M +638,198 +2,380%
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