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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 %
AACR
276
ACR Alpine Capital Research
Missouri
$71.3M +$215K +1,909 +0.3%
CLOS
277
Compagnie Lombard Odier SCmA
Switzerland
$70.6M -$253K -2,245 -0.4%
URS
278
Utah Retirement Systems
Utah
$70.2M -$598K -5,300 -0.8%
OAM
279
Oppenheimer Asset Management
New York
$70.2M -$1.31M -11,643 -2%
MA
280
MUFG Americas
New York
$70.2M -$780K -6,910 -1%
MWNA
281
Marshall Wace North America
New York
$69.2M +$18.5M +163,688 +36%
WF
282
Welch & Forbes
Massachusetts
$68.8M +$609K +5,396 +0.9%
William Blair Investment Management
283
William Blair Investment Management
Illinois
$68.4M -$517K -4,578 -0.7%
Kovitz Investment Group Partners
284
Kovitz Investment Group Partners
Illinois
$68M -$1.23M -10,872 -2%
Fiera Capital (Canada)
285
Fiera Capital (Canada)
Quebec, Canada
$67.8M -$875K -7,752 -1%
PC
286
Packer & Co
Australia
$66.6M – – –
NMIMC
287
Northwestern Mutual Investment Management Company
Wisconsin
$66.4M -$7.21M -63,875 -10%
SBH
288
Segall Bryant & Hamill
Illinois
$66.3M -$644K -5,705 -1%
PSUF
289
People's United Financial
Connecticut
$66.3M -$2.08M -18,452 -3%
PNC
290
Park National Corp
Ohio
$66.3M -$84.2K -746 -0.1%
IG
291
ING Group
Netherlands
$66.1M +$4.1M +36,310 +7%
WT
292
Whittier Trust
California
$65.3M -$219K -1,937 -0.3%
TF
293
TIAA FSB
Florida
$64.2M +$971K +8,609 +2%
Arrowstreet Capital
294
Arrowstreet Capital
Massachusetts
$63.9M +$15.1M +134,227 +31%
GC
295
Guggenheim Capital
Illinois
$63.9M -$3.24M -28,720 -5%
OTPPB
296
Ontario Teachers' Pension Plan Board
Ontario, Canada
$63.1M -$42.5M -376,579 -40%
CTB
297
Country Trust Bank
Illinois
$62.2M -$13.1M -116,190 -17%
FDCDDQ
298
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.7M -$4.22M -37,429 -6%
FWIA
299
Fort Washington Investment Advisors
Ohio
$61.7M -$98.3K -871 -0.2%
MSV
300
MN Services Vermogensbeheer
Netherlands
$61.6M +$102K +900 +0.2%
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