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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 %
Two Sigma Advisers
301
Two Sigma Advisers
New York
$51M -$17M -168,100 -25%
LWCA
302
Locust Wood Capital Advisers
New York
$50.8M +$2.78M +27,503 +6%
CTB
303
Country Trust Bank
Illinois
$50.8M -$5.84M -57,700 -10%
PWLP
304
Prio Wealth Limited Partnership
Massachusetts
$50.8M -$414K -4,091 -0.8%
Lazard Asset Management
305
Lazard Asset Management
New York
$50.4M -$31.1M -306,937 -38%
NMIMC
306
Northwestern Mutual Investment Management Company
Wisconsin
$50.4M -$506K -5,000 -1%
CI
307
Conning Inc
Connecticut
$50.2M +$6.15M +60,752 +14%
GC
308
Guggenheim Capital
Illinois
$50M +$58.8K +581 +0.1%
BGC
309
Beutel, Goodman & Co
Ontario, Canada
$48.9M +$717K +9,469 +1%
CIBC Asset Management
310
CIBC Asset Management
Ontario, Canada
$48.6M +$1.14M +11,292 +2%
PCA
311
Personal Capital Advisors
California
$48.2M +$14.5M +142,779 +43%
SCP
312
Seizert Capital Partners
Michigan
$47.7M +$1.01M +10,008 +2%
SCA
313
STALEY CAPITAL ADVISERS
Pennsylvania
$47.6M +$844K +8,336 +2%
MSA
314
Mason Street Advisors
Wisconsin
$47.3M -$174K -1,720 -0.4%
Balyasny Asset Management
315
Balyasny Asset Management
Illinois
$47.1M -$15M -148,253 -24%
MLICM
316
Metropolitan Life Insurance Company (MetLife)
New York
$47M -$1.88M -18,577 -4%
DCM
317
Dupont Capital Management
Delaware
$46.3M -$2.76M -27,234 -6%
LTFS
318
Ladenburg Thalmann Financial Services
Florida
$46.1M +$2.25M +22,180 +5%
CCMG
319
Clark Capital Management Group
Pennsylvania
$45.9M -$32.5M -321,134 -41%
RCM
320
RNC Capital Management
California
$45.9M -$189K -1,863 -0.4%
WT
321
Washington Trust
Rhode Island
$45.7M -$888K -7,883 -2%
FCM
322
Flinton Capital Management
Pennsylvania
$45.4M +$2.9M +28,672 +7%
PCM
323
Polaris Capital Management
Massachusetts
$45.1M +$486K +4,800 +1%
PA
324
Pinnacle Associates
New York
$45M -$44.1K -436 -0.1%
HIMCH
325
Hartford Investment Management Co (HIMCO)
Connecticut
$45M +$1.71M +16,939 +4%
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