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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
$4.89B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.46B
3
Capital World Investors
Capital World Investors
California
$7.05B
4
Vanguard Group
Vanguard Group
Pennsylvania
$25.3B
5
AIG
American International Group
New York
$477M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.93B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.04B
3
State Street
State Street
Massachusetts
$14.7B
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.94M
5
Deutsche Bank
Deutsche Bank
Germany
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
251
Kovitz Investment Group Partners
Illinois
$69.4M +$10.6M +108,399 +18%
BCM
252
Becker Capital Management
Oregon
$67.9M -$365K -3,737 -0.5%
BNP Paribas Asset Management
253
BNP Paribas Asset Management
France
$67.1M -$619K -6,390 -0.9%
SBH
254
Segall Bryant & Hamill
Illinois
$66.6M +$9.24M +94,689 +16%
D.E. Shaw & Co
255
D.E. Shaw & Co
New York
$66.2M -$64.8M -663,704 -49%
Mitsubishi UFJ Asset Management
256
Mitsubishi UFJ Asset Management
Japan
$65.7M -$9.67M -99,567 -13%
Two Sigma Advisers
257
Two Sigma Advisers
New York
$65.6M -$78.8M -807,273 -55%
TPSF
258
Texas Permanent School Fund
Texas
$65.3M -$8.36M -85,615 -11%
Connor, Clark & Lunn Investment Management (CC&L)
259
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$64.8M -$1.5M -15,350 -2%
OAM
260
Oppenheimer Asset Management
New York
$63.8M +$3.1M +31,741 +5%
GI
261
GAMCO Investors
Connecticut
$63.1M -$4.56M -46,698 -7%
VRS
262
Virginia Retirement Systems
Virginia
$62.9M -$195K -2,000 -0.3%
CCM
263
Cullen Capital Management
New York
$62.8M -$171K -1,755 -0.3%
BMO
264
Beck Mack & Oliver
New York
$62.3M -$422K -4,319 -0.7%
NEAM
265
New England Asset Management
Connecticut
$61.9M +$220K +2,250 +0.4%
MA
266
MUFG Americas
New York
$61.2M +$459K +4,706 +0.8%
CLOS
267
Compagnie Lombard Odier SCmA
Switzerland
$61M -$74.4K -762 -0.1%
ERSOT
268
Employees Retirement System of Texas
Texas
$61M -$7.34M -75,200 -11%
URS
269
Utah Retirement Systems
Utah
$60.7M -$9.76K -100 -0%
Acadian Asset Management
270
Acadian Asset Management
Massachusetts
$60.7M +$50.1M +513,083 +471%
WF
271
Welch & Forbes
Massachusetts
$60M +$454K +4,646 +0.8%
SW
272
SVB Wealth
Massachusetts
$59.8M -$2.12M -21,692 -3%
Balyasny Asset Management
273
Balyasny Asset Management
Illinois
$59.8M +$59.8M +613,047 New
XK
274
Xact Kapitalforvaltning
Sweden
$59.6M -$4.53M -46,367 -7%
SCM
275
Snow Capital Management
Pennsylvania
$59.3M -$3.83M -39,221 -6%
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