JPM icon

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
+$1.41B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$952M
3
Capital World Investors
Capital World Investors
California
+$796M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$418M
5
AIG
American International Group
New York
+$362M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.31B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.21B
3
State Street
State Street
Massachusetts
-$616M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$598M
5
Deutsche Bank
Deutsche Bank
Germany
-$354M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
276
TIAA FSB
Florida
$58.1M +$2.63M +26,985 +5%
Mirae Asset Global Investments
277
Mirae Asset Global Investments
South Korea
$57.7M -$25M -256,433 -30%
PC
278
Packer & Co
Australia
$57.6M – – –
Fiera Capital (Canada)
279
Fiera Capital (Canada)
Quebec, Canada
$57.3M -$1.28M -13,101 -2%
WT
280
Whittier Trust
California
$56.7M +$198K +2,027 +0.4%
PNC
281
Park National Corp
Ohio
$56.5M -$843K -8,640 -1%
AIA
282
Avalon Investment & Advisory
Texas
$56.4M +$11M +112,453 +24%
Rafferty Asset Management
283
Rafferty Asset Management
New York
$56.2M -$20.8M -212,911 -27%
WBC
284
Westpac Banking Corp
Australia
$54.8M -$12M -122,515 -18%
CTB
285
Country Trust Bank
Illinois
$54.6M +$814K +8,336 +2%
PSUF
286
People's United Financial
Connecticut
$54.1M -$3.22M -32,948 -6%
FDCDDQ
287
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.5M +$170K +1,743 +0.3%
SDIC
288
South Dakota Investment Council
South Dakota
$53.1M +$1.86M +19,034 +4%
JAM
289
Jupiter Asset Management
United Kingdom
$52.6M -$17.5M -179,075 -25%
MWNA
290
Marshall Wace North America
New York
$52.5M -$7.38M -75,603 -12%
IG
291
ING Group
Netherlands
$52.2M -$4.98M -51,055 -9%
WJA
292
Williams Jones & Associates
New York
$51.8M -$216K -2,208 -0.4%
RA
293
Rovida Advisors
Florida
$51.3M +$51.3M +524,653 New
MOACM
294
Mutual of America Capital Management
New York
$51M +$1.58M +16,174 +3%
TAM
295
Todd Asset Management
Kentucky
$50.5M +$2.81M +28,781 +6%
FWIA
296
Fort Washington Investment Advisors
Ohio
$50.3M -$3M -30,702 -6%
EDRH
297
Edmond de Rothschild Holding
Switzerland
$50.2M +$2.83M +28,946 +6%
MIFH
298
Migdal Insurance & Financial Holdings
Israel
$50.1M +$31.5M +322,427 +169%
CS
299
Candriam SCA
Luxembourg
$49.9M -$2.85M -29,237 -5%
William Blair Investment Management
300
William Blair Investment Management
Illinois
$49.8M -$9.4M -96,247 -16%
10 11
12
13 14