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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
Berkshire Hathaway
Nebraska
+$4.02B
2
Capital International Investors
Capital International Investors
California
+$823M
3
Morgan Stanley
Morgan Stanley
New York
+$366M
4
State Street
State Street
Massachusetts
+$268M
5
Renaissance Technologies
Renaissance Technologies
New York
+$232M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$749M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$713M
3
BlackRock
BlackRock
New York
-$627M
4
LPU
Lansdowne Partners (UK)
United Kingdom
-$548M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
251
Chilton Investment Company
Connecticut
$86.2M +$8.55M +75,799 +11%
GF
252
Gabelli Funds
New York
$86M -$3.84M -34,000 -4%
BTS
253
BB&T Securities
Virginia
$85.3M +$2.98M +26,445 +4%
TPSF
254
Texas Permanent School Fund
Texas
$85.1M -$8.62M -76,369 -9%
CCMG
255
Clark Capital Management Group
Pennsylvania
$82.7M +$20M +176,887 +32%
BCM
256
Basswood Capital Management
New York
$82.7M – – –
OPERF
257
Oregon Public Employees Retirement Fund
Oregon
$81.9M -$550K -4,875 -0.7%
JAM
258
Jupiter Asset Management
United Kingdom
$81M +$26M +230,625 +47%
H
259
Hexavest
Quebec, Canada
$80.1M -$5.81M -51,478 -7%
UCFA
260
United Capital Financial Advisors
Texas
$79.4M +$1.99M +17,597 +3%
ERSOT
261
Employees Retirement System of Texas
Texas
$79M -$2.26M -20,000 -3%
BNP Paribas Asset Management
262
BNP Paribas Asset Management
France
$78.9M -$1.76M -15,590 -2%
BCM
263
Becker Capital Management
Oregon
$78.9M -$912K -8,081 -1%
GI
264
GAMCO Investors
Connecticut
$78.2M -$2.69M -23,821 -3%
WBC
265
Westpac Banking Corp
Australia
$77.1M +$2.21M +19,625 +3%
Capital Fund Management (CFM)
266
Capital Fund Management (CFM)
France
$77.1M +$47.8M +423,902 +163%
Connor, Clark & Lunn Investment Management (CC&L)
267
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$76.7M -$12.1M -106,795 -14%
ZIG
268
Zurich Insurance Group
Switzerland
$75.3M +$4.05M +35,921 +6%
XK
269
Xact Kapitalforvaltning
Sweden
$74.2M -$3.92M -34,712 -5%
SCM
270
Snow Capital Management
Pennsylvania
$73M -$5.93M -52,557 -8%
VRS
271
Virginia Retirement Systems
Virginia
$72.9M – – –
CCM
272
Cullen Capital Management
New York
$72.7M -$7.45M -66,065 -9%
BMO
273
Beck Mack & Oliver
New York
$72.5M -$317K -2,813 -0.4%
SW
274
SVB Wealth
Massachusetts
$71.6M -$762K -6,750 -1%
NEAM
275
New England Asset Management
Connecticut
$71.3M +$61.5M +545,310 +631%
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