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JPMorgan Chase
JPM

Overview Fund Activity

2,193 hedge funds and large institutions have $240B invested in JPMorgan Chase in 2017 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 954 increasing their positions, 856 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,193
Holders Change
+49
Holders Change %
+2.29%
% of All Funds
54.76%
Holding in Top 10
582
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+2.65%
% of All Funds
14.53%
New
131
Increased
954
Reduced
856
Closed
65
Calls
$3.21B
Puts
$3.99B
Net Calls
-$784M
Net Calls Change
+$154M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$437M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$425M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$361M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$340M
5
Ameriprise
Ameriprise
Minnesota
+$322M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.42B
2
Fisher Asset Management
Fisher Asset Management
Washington
-$634M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$437M
4
State Street
State Street
Massachusetts
-$356M
5
TP
Third Point
New York
-$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barrow, Hanley, Mewhinney & Strauss
26
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.81B -$62.9M -688,348 -3%
Legal & General Group
27
Legal & General Group
United Kingdom
$1.62B +$33.8M +369,878 +2%
AllianceBernstein
28
AllianceBernstein
Tennessee
$1.6B +$361M +3,945,948 +29%
TCIM
29
TIAA CREF Investment Management
New York
$1.59B +$19.1M +209,147 +1%
Capital International Investors
30
Capital International Investors
California
$1.58B +$181M +1,977,216 +13%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$1.45B -$18M -197,228 -1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.39B +$63.8M +697,603 +5%
UBS AM
33
UBS AM
Illinois
$1.32B +$88.7M +970,419 +7%
DSA
34
Davis Selected Advisers
Arizona
$1.23B -$161M -1,766,771 -12%
Jennison Associates
35
Jennison Associates
New York
$1.23B +$172M +1,880,530 +16%
UBS Group
36
UBS Group
Switzerland
$1.16B +$49.3M +539,455 +4%
LSV Asset Management
37
LSV Asset Management
Illinois
$1.13B +$1.45M +15,857 +0.1%
Harris Associates
38
Harris Associates
Illinois
$1.13B -$25.5M -278,853 -2%
Charles Schwab
39
Charles Schwab
California
$1.12B +$38.8M +424,317 +4%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.12B +$38.2M +417,751 +4%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$993M +$19M +207,812 +2%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$992M -$13M -142,445 -1%
Principal Financial Group
43
Principal Financial Group
Iowa
$985M +$210M +2,296,713 +27%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$981M -$26.1M -285,997 -3%
Prudential Financial
45
Prudential Financial
New Jersey
$973M +$27.7M +303,440 +3%
EVM
46
Eaton Vance Management
Massachusetts
$934M +$3.27M +35,730 +0.4%
American Century Companies
47
American Century Companies
Missouri
$930M +$79.1M +864,992 +9%
Deutsche Bank
48
Deutsche Bank
Germany
$916M -$158M -1,729,332 -15%
PPA
49
Parametric Portfolio Associates
Washington
$870M +$245M +2,685,644 +39%
Allianz Asset Management
50
Allianz Asset Management
Germany
$863M +$32.5M +356,032 +4%
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