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JPMorgan Chase
JPM

Overview Fund Activity

2,441 hedge funds and large institutions have $277B invested in JPMorgan Chase in 2018 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 967 increasing their positions, 1,099 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,441
Holders Change
+21
Holders Change %
+0.87%
% of All Funds
56.02%
Holding in Top 10
694
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+5.47%
% of All Funds
15.93%
New
131
Increased
967
Reduced
1,099
Closed
81
Calls
$3.22B
Puts
$3.32B
Net Calls
-$107M
Net Calls Change
+$1.68B

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
$1.86B
2
O
OppenheimerFunds
New York
$995M
3
UBS Group
UBS Group
Switzerland
$1.99B
4
Deutsche Bank
Deutsche Bank
Germany
$1.85B
5
Vanguard Group
Vanguard Group
Pennsylvania
$28B

Top Sellers

1
State Street
State Street
Massachusetts
$17.3B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$837M
3
Capital Research Global Investors
Capital Research Global Investors
California
$2.92B
4
LPU
Lansdowne Partners (UK)
United Kingdom
$1.49B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$9.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
Jennison Associates
26
Jennison Associates
New York
$1.99B +$103M +938,352 +5%
TCIM
27
TIAA CREF Investment Management
New York
$1.92B -$18.1M -164,631 -0.9%
Barrow, Hanley, Mewhinney & Strauss
28
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.89B -$73.1M -664,600 -4%
EVM
29
Eaton Vance Management
Massachusetts
$1.86B +$905M +8,230,938 +95%
Deutsche Bank
30
Deutsche Bank
Germany
$1.85B +$411M +3,736,486 +29%
UBS AM
31
UBS AM
Illinois
$1.8B +$41.5M +377,618 +2%
Boston Partners
32
Boston Partners
Massachusetts
$1.77B -$352M -3,201,886 -17%
Legal & General Group
33
Legal & General Group
United Kingdom
$1.75B -$145M -1,315,443 -8%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.65B +$44.3M +402,521 +3%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$1.64B -$62.9M -572,399 -4%
AllianceBernstein
36
AllianceBernstein
Tennessee
$1.55B -$101M -916,599 -6%
LPU
37
Lansdowne Partners (UK)
United Kingdom
$1.49B -$566M -5,146,351 -28%
Charles Schwab
38
Charles Schwab
California
$1.4B +$5.44M +49,436 +0.4%
DSA
39
Davis Selected Advisers
Arizona
$1.33B -$49.8M -452,710 -4%
LSV Asset Management
40
LSV Asset Management
Illinois
$1.29B -$11.3M -102,626 -0.9%
Allianz Asset Management
41
Allianz Asset Management
Germany
$1.22B +$147M +1,336,406 +14%
PPA
42
Parametric Portfolio Associates
Washington
$1.19B +$11.4M +103,546 +1%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$1.18B -$76.4K -695 -0%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$1.12B -$51.5M -468,350 -4%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$1.1B -$35M -317,825 -3%
American Century Companies
46
American Century Companies
Missouri
$1.08B -$115M -1,046,929 -10%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.06B -$325M -2,954,846 -23%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$1.04B +$4.9M +44,527 +0.5%
Prudential Financial
49
Prudential Financial
New Jersey
$996M -$117M -1,061,113 -10%
O
50
OppenheimerFunds
New York
$995M +$510M +4,634,515 +105%
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