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JPMorgan Chase
JPM

Overview Fund Activity

2,594 hedge funds and large institutions have $238B invested in JPMorgan Chase in 2019 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 1,184 increasing their positions, 1,022 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,594
Holders Change
+3
Holders Change %
+0.12%
% of All Funds
56.23%
Holding in Top 10
529
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-17.6%
% of All Funds
11.47%
New
132
Increased
1,184
Reduced
1,022
Closed
92
Calls
$2.2B
Puts
$2.93B
Net Calls
-$735M
Net Calls Change
+$871M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$6.02B
2
BlackRock
BlackRock
New York
$22.5B
3
Bank of America
Bank of America
North Carolina
$5.85B
4
Capital World Investors
Capital World Investors
California
$7.77B
5
UBS Group
UBS Group
Switzerland
$2.31B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.85B
2
Boston Partners
Boston Partners
Massachusetts
$275M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$6.55B
4
Ameriprise
Ameriprise
Minnesota
$2.38B
5
Jennison Associates
Jennison Associates
New York
$839M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$1.72B -$94.4M -932,897 -5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.68B +$82M +810,367 +5%
Goldman Sachs
28
Goldman Sachs
New York
$1.62B -$207M -2,044,113 -11%
UBS AM
29
UBS AM
Illinois
$1.5B -$36.9M -364,860 -2%
Charles Schwab
30
Charles Schwab
California
$1.49B +$88.2M +870,921 +6%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$1.42B -$41.7M -412,212 -3%
AllianceBernstein
32
AllianceBernstein
Tennessee
$1.36B -$2.6M -25,650 -0.2%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$1.31B -$9.6M -94,879 -0.7%
Deutsche Bank
34
Deutsche Bank
Germany
$1.22B +$18.2M +179,769 +2%
Barrow, Hanley, Mewhinney & Strauss
35
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.17B +$25.4M +251,251 +2%
TCIM
36
TIAA CREF Investment Management
New York
$1.14B -$485M -4,787,519 -30%
PPA
37
Parametric Portfolio Associates
Washington
$1.1B +$22M +217,760 +2%
LSV Asset Management
38
LSV Asset Management
Illinois
$1.04B -$35.9M -355,032 -3%
American Century Companies
39
American Century Companies
Missouri
$990M +$52.6M +519,830 +6%
Allianz Asset Management
40
Allianz Asset Management
Germany
$966M -$44M -434,538 -4%
TA
41
Teachers Advisors
New York
$961M +$648K +6,404 +0.1%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$957M -$10.9M -107,949 -1%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$840M -$63.9M -631,542 -7%
Jennison Associates
44
Jennison Associates
New York
$839M -$560M -5,532,863 -40%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$823M -$7.37M -72,821 -0.9%
PI
46
Putnam Investments
Massachusetts
$812M -$408K -4,027 -0.1%
DSA
47
Davis Selected Advisers
Arizona
$805M -$8.25M -81,509 -1%
Principal Financial Group
48
Principal Financial Group
Iowa
$802M -$21.9M -216,226 -3%
EVM
49
Eaton Vance Management
Massachusetts
$772M -$13.2M -130,104 -2%
O
50
OppenheimerFunds
New York
$739M -$34.2M -337,712 -4%
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