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JPMorgan Chase
JPM

Overview Fund Activity

2,591 hedge funds and large institutions have $233B invested in JPMorgan Chase in 2018 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 1,039 increasing their positions, 1,031 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,591
Holders Change
+147
Holders Change %
+6.01%
% of All Funds
57.82%
Holding in Top 10
642
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
14.33%
New
290
Increased
1,039
Reduced
1,031
Closed
118
Calls
$2.27B
Puts
$3.87B
Net Calls
-$1.61B
Net Calls Change
-$125M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$4.89B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.46B
3
Capital World Investors
Capital World Investors
California
$7.05B
4
Vanguard Group
Vanguard Group
Pennsylvania
$25.3B
5
AIG
American International Group
New York
$477M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.93B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.04B
3
State Street
State Street
Massachusetts
$14.7B
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.94M
5
Deutsche Bank
Deutsche Bank
Germany
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$1.75B -$202M -2,066,615 -10%
TCIM
27
TIAA CREF Investment Management
New York
$1.57B -$115M -1,174,855 -7%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.54B +$53.2M +545,423 +4%
Legal & General Group
29
Legal & General Group
United Kingdom
$1.53B +$86.9M +890,401 +6%
UBS AM
30
UBS AM
Illinois
$1.48B -$35.8M -366,451 -2%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$1.41B -$37.4M -383,020 -3%
Charles Schwab
32
Charles Schwab
California
$1.35B +$43.1M +441,687 +3%
Jennison Associates
33
Jennison Associates
New York
$1.35B -$97.3M -996,983 -7%
AllianceBernstein
34
AllianceBernstein
Tennessee
$1.31B -$109M -1,117,733 -8%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$1.26B +$189M +1,950,129 +18%
Boston Partners
36
Boston Partners
Massachusetts
$1.22B -$312M -3,193,863 -20%
Deutsche Bank
37
Deutsche Bank
Germany
$1.16B -$354M -3,629,585 -23%
Barrow, Hanley, Mewhinney & Strauss
38
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.1B -$55.6M -569,196 -5%
PPA
39
Parametric Portfolio Associates
Washington
$1.04B -$19.1M -195,926 -2%
LSV Asset Management
40
LSV Asset Management
Illinois
$1.04B -$18.4M -188,840 -2%
Allianz Asset Management
41
Allianz Asset Management
Germany
$973M +$8.83M +90,441 +0.9%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$934M -$17.6M -179,951 -2%
TA
43
Teachers Advisors
New York
$927M +$179M +1,837,861 +24%
American Century Companies
44
American Century Companies
Missouri
$904M -$34.2M -350,535 -4%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$871M -$71.4M -731,555 -8%
CS
46
Credit Suisse
Switzerland
$857M +$146M +1,490,639 +20%
Prudential Financial
47
Prudential Financial
New Jersey
$815M -$7.4M -75,844 -0.9%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$801M +$5.19M +53,122 +0.7%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$801M -$102M -1,040,116 -11%
Principal Financial Group
50
Principal Financial Group
Iowa
$794M -$47.7M -488,306 -6%
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