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JPMorgan Chase
JPM

Overview Fund Activity

2,444 hedge funds and large institutions have $276B invested in JPMorgan Chase in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 967 increasing their positions, 1,091 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,444
Holders Change
+13
Holders Change %
+0.53%
% of All Funds
55.97%
Holding in Top 10
642
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+3.05%
% of All Funds
14.7%
New
98
Increased
967
Reduced
1,091
Closed
67
Calls
$2.45B
Puts
$3.93B
Net Calls
-$1.48B
Net Calls Change
-$220M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$4.02B
2
Capital International Investors
2
Capital International Investors
California
$3B
3
Morgan Stanley
3
Morgan Stanley
New York
$4.23B
4
State Street
4
State Street
Massachusetts
$17.7B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$232M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$9.54B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.74B
3
BlackRock
3
BlackRock
New York
$24.5B
4
LPU
4
Lansdowne Partners (UK)
United Kingdom
$904M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$1.95B -$21.4M -190,074 -1%
Boston Partners
27
Boston Partners
Massachusetts
$1.78B -$29.5M -261,744 -2%
UBS AM
28
UBS AM
Illinois
$1.75B -$56.8M -503,358 -3%
Deutsche Bank
29
Deutsche Bank
Germany
$1.75B +$33.9M +300,211 +2%
Capital Research Global Investors
30
Capital Research Global Investors
California
$1.74B -$713M -6,321,556 -29%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.72B +$25.2M +222,911 +1%
Jennison Associates
32
Jennison Associates
New York
$1.67B -$185M -1,642,668 -10%
Legal & General Group
33
Legal & General Group
United Kingdom
$1.67B -$1.58M -13,991 -0.1%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$1.67B -$4.33M -38,391 -0.3%
AllianceBernstein
35
AllianceBernstein
Tennessee
$1.65B -$62M -549,067 -4%
Charles Schwab
36
Charles Schwab
California
$1.52B +$47.8M +423,192 +3%
Barrow, Hanley, Mewhinney & Strauss
37
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.34B -$422M -3,739,059 -24%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$1.25B -$11.4M -100,678 -0.9%
PPA
39
Parametric Portfolio Associates
Washington
$1.23B -$25.4M -224,903 -2%
LSV Asset Management
40
LSV Asset Management
Illinois
$1.22B -$72.4M -641,580 -6%
Allianz Asset Management
41
Allianz Asset Management
Germany
$1.12B -$59.4M -526,579 -5%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$1.1B -$17.1M -151,233 -2%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.09B -$6.82M -60,421 -0.6%
American Century Companies
44
American Century Companies
Missouri
$1.08B -$46.2M -409,765 -4%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$1.04B -$25.8M -228,413 -2%
Principal Financial Group
46
Principal Financial Group
Iowa
$973M -$26.9M -238,624 -3%
Prudential Financial
47
Prudential Financial
New Jersey
$951M -$17.9M -158,385 -2%
O
48
OppenheimerFunds
New York
$944M -$60M -532,115 -6%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$920M +$32.4M +287,220 +4%
DSA
50
Davis Selected Advisers
Arizona
$913M -$431M -3,816,506 -32%
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