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JPMorgan Chase
JPM

Overview Fund Activity

2,594 hedge funds and large institutions have $238B invested in JPMorgan Chase in 2019 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 1,184 increasing their positions, 1,022 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,594
Holders Change
+3
Holders Change %
+0.12%
% of All Funds
56.23%
Holding in Top 10
529
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-17.6%
% of All Funds
11.47%
New
132
Increased
1,184
Reduced
1,022
Closed
92
Calls
$2.2B
Puts
$2.93B
Net Calls
-$735M
Net Calls Change
+$871M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$951M
2
BlackRock
BlackRock
New York
+$695M
3
Bank of America
Bank of America
North Carolina
+$491M
4
Capital World Investors
Capital World Investors
California
+$465M
5
UBS Group
UBS Group
Switzerland
+$396M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.27B
2
Boston Partners
Boston Partners
Massachusetts
-$994M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$757M
4
Ameriprise
Ameriprise
Minnesota
-$715M
5
Jennison Associates
Jennison Associates
New York
-$560M
Name Holding Trade Value Shares
Change 		Shares
Change %
GF
251
Gabelli Funds
New York
$72.1M -$1.4M -13,800 -2%
BCM
252
Becker Capital Management
Oregon
$71.1M +$757K +7,482 +1%
Rafferty Asset Management
253
Rafferty Asset Management
New York
$67.8M +$9.53M +94,123 +16%
CCM
254
Cullen Capital Management
New York
$66.6M +$1.56M +15,440 +2%
MWNA
255
Marshall Wace North America
New York
$65.8M +$11.4M +112,175 +21%
BNP Paribas Asset Management
256
BNP Paribas Asset Management
France
$65.7M -$4.42M -43,634 -6%
OAM
257
Oppenheimer Asset Management
New York
$64.9M -$1.28M -12,627 -2%
TF
258
TIAA FSB
Florida
$64.7M +$4.37M +43,123 +7%
NEAM
259
New England Asset Management
Connecticut
$64.6M +$386K +3,810 +0.6%
TPSF
260
Texas Permanent School Fund
Texas
$64.5M -$3.23M -31,883 -5%
MA
261
MUFG Americas
New York
$63.9M +$476K +4,706 +0.8%
BMO
262
Beck Mack & Oliver
New York
$63.8M -$814K -8,038 -1%
URS
263
Utah Retirement Systems
Utah
$63.3M +$312K +3,082 +0.5%
WF
264
Welch & Forbes
Massachusetts
$63.2M +$1.01M +10,007 +2%
XK
265
Xact Kapitalforvaltning
Sweden
$62.1M +$263K +2,600 +0.4%
Teacher Retirement System of Texas
266
Teacher Retirement System of Texas
Texas
$61.7M -$21.3M -210,127 -26%
GI
267
GAMCO Investors
Connecticut
$61.4M -$4.08M -40,273 -6%
FWIA
268
Fort Washington Investment Advisors
Ohio
$61M +$8.76M +86,530 +17%
PC
269
Packer & Co
Australia
$59.8M – – –
CLOS
270
Compagnie Lombard Odier SCmA
Switzerland
$59.7M -$3.58M -35,348 -6%
WBC
271
Westpac Banking Corp
Australia
$59.6M +$2.78M +27,450 +5%
Fiera Capital (Canada)
272
Fiera Capital (Canada)
Quebec, Canada
$59.3M -$148K -1,465 -0.2%
SW
273
SVB Wealth
Massachusetts
$58.9M -$3.16M -31,260 -5%
WT
274
Whittier Trust
California
$58.7M -$87.6K -865 -0.1%
PNC
275
Park National Corp
Ohio
$58.7M +$89.9K +888 +0.2%
9 10
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