JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

2,431 hedge funds and large institutions have $256B invested in JPMorgan Chase in 2018 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 1,051 increasing their positions, 1,013 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,431
Holders Change
-10
Holders Change %
-0.41%
% of All Funds
55.73%
Holding in Top 10
623
Holding in Top 10 Change
-71
Holding in Top 10 Change %
-10.23%
% of All Funds
14.28%
New
90
Increased
1,051
Reduced
1,013
Closed
77
Calls
$2.17B
Puts
$3.43B
Net Calls
-$1.26B
Net Calls Change
-$1.15B

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$9.5B
2
CSIA
2
Charles Schwab Investment Advisory
California
$279M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$247M
4
Bank of America
4
Bank of America
North Carolina
$5.43B
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$313M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$6.53B
2
EVM
2
Eaton Vance Management
Massachusetts
$875M
3
BlackRock
3
BlackRock
New York
$23.2B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$2.27B
5
Goldman Sachs
5
Goldman Sachs
New York
$1.95B
Name Holding Trade Value Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$1.82B -$4.09M -39,220 -0.2%
Jennison Associates
27
Jennison Associates
New York
$1.72B -$173M -1,655,596 -9%
UBS AM
28
UBS AM
Illinois
$1.67B -$36.8M -353,194 -2%
Boston Partners
29
Boston Partners
Massachusetts
$1.67B -$10.2M -97,679 -0.6%
Barrow, Hanley, Mewhinney & Strauss
30
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.63B -$163M -1,560,726 -9%
Deutsche Bank
31
Deutsche Bank
Germany
$1.59B -$169M -1,618,940 -10%
AllianceBernstein
32
AllianceBernstein
Tennessee
$1.58B +$106M +1,018,997 +7%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.56B -$139K -1,334 -0%
Legal & General Group
34
Legal & General Group
United Kingdom
$1.55B -$111M -1,061,163 -7%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$1.54B -$7.97M -76,476 -0.5%
Charles Schwab
36
Charles Schwab
California
$1.36B +$28.2M +270,508 +2%
LPU
37
Lansdowne Partners (UK)
United Kingdom
$1.34B -$68.5M -657,145 -5%
DSA
38
Davis Selected Advisers
Arizona
$1.24B -$23.6M -226,704 -2%
LSV Asset Management
39
LSV Asset Management
Illinois
$1.19B -$27.8M -266,965 -2%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$1.17B +$50.1M +481,210 +4%
PPA
41
Parametric Portfolio Associates
Washington
$1.16B +$31.2M +299,297 +3%
Allianz Asset Management
42
Allianz Asset Management
Germany
$1.08B -$73.8M -708,285 -6%
American Century Companies
43
American Century Companies
Missouri
$1.04B +$17.6M +169,377 +2%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$1.03B -$13.5M -129,976 -1%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.01B +$8.43M +80,889 +0.8%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$987M -$77.1M -739,819 -7%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$959M -$23.8M -228,640 -2%
O
48
OppenheimerFunds
New York
$927M -$16.3M -156,726 -2%
Principal Financial Group
49
Principal Financial Group
Iowa
$924M -$16.7M -160,264 -2%
Prudential Financial
50
Prudential Financial
New Jersey
$895M -$49.3M -472,948 -5%
1
2
3 4 5