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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 %
CCM
251
Cullen Capital Management
New York
$73.9M +$253K +2,260 +0.3%
Kovitz Investment Group Partners
252
Kovitz Investment Group Partners
Illinois
$73.1M -$9.32M -83,401 -11%
XK
253
Xact Kapitalforvaltning
Sweden
$72.9M +$4.33M +38,722 +6%
NA
254
Neuburgh Advisers
California
$72.1M +$11.3M +101,184 +19%
MA
255
MUFG Americas
New York
$71.7M +$1.15M +10,244 +2%
WF
256
Welch & Forbes
Massachusetts
$71.6M +$1.84M +16,421 +3%
Connor, Clark & Lunn Investment Management (CC&L)
257
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$71.5M -$9.46M -84,625 -12%
GI
258
GAMCO Investors
Connecticut
$71.3M +$3.5M +31,317 +5%
NEAM
259
New England Asset Management
Connecticut
$71M -$347K -3,106 -0.5%
OAM
260
Oppenheimer Asset Management
New York
$70.8M -$936K -8,368 -1%
WBC
261
Westpac Banking Corp
Australia
$70.4M +$4.6M +41,106 +7%
BMO
262
Beck Mack & Oliver
New York
$70.1M -$382K -3,420 -0.5%
TPSF
263
Texas Permanent School Fund
Texas
$69.9M -$1.27M -11,380 -2%
TF
264
TIAA FSB
Florida
$69.4M -$1.98M -17,693 -3%
CCMG
265
Clark Capital Management Group
Pennsylvania
$69.2M +$18.5M +165,141 +36%
Fiera Capital (Canada)
266
Fiera Capital (Canada)
Quebec, Canada
$68.8M +$3.25M +29,046 +5%
URS
267
Utah Retirement Systems
Utah
$68.7M -$1.23M -11,029 -2%
FWIA
268
Fort Washington Investment Advisors
Ohio
$67.5M +$194K +1,739 +0.3%
PC
269
Packer & Co
Australia
$66M – – –
IG
270
ING Group
Netherlands
$65.9M -$78.8M -705,141 -54%
WT
271
Whittier Trust
California
$65.6M +$709K +6,342 +1%
Teacher Retirement System of Texas
272
Teacher Retirement System of Texas
Texas
$65.2M -$2.96M -26,446 -4%
Mitsubishi UFJ Asset Management
273
Mitsubishi UFJ Asset Management
Japan
$65.2M +$4.85M +43,419 +8%
PNC
274
Park National Corp
Ohio
$64.4M -$432K -3,860 -0.7%
Rafferty Asset Management
275
Rafferty Asset Management
New York
$64.1M -$10.8M -96,301 -14%
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