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JPMorgan Chase
JPM

Overview Fund Activity

2,630 hedge funds and large institutions have $261B invested in JPMorgan Chase in 2019 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,173 increasing their positions, 1,039 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,630
Holders Change
+36
Holders Change %
+1.39%
% of All Funds
57.21%
Holding in Top 10
605
Holding in Top 10 Change
+76
Holding in Top 10 Change %
+14.37%
% of All Funds
13.16%
New
135
Increased
1,173
Reduced
1,039
Closed
71
Calls
$2.84B
Puts
$3.96B
Net Calls
-$1.12B
Net Calls Change
-$384M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$2.65B
2
Invesco
2
Invesco
Georgia
$2.65B
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$524M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$332M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$282M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$28.2B
2
BlackRock
2
BlackRock
New York
$24.2B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$6.9B
4
LPU
4
Lansdowne Partners (UK)
United Kingdom
$0
5
American Century Companies
5
American Century Companies
Missouri
$897M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$2.13B -$48M -429,625 -2%
Franklin Resources
27
Franklin Resources
California
$2.03B -$46.7M -417,800 -2%
Goldman Sachs
28
Goldman Sachs
New York
$1.94B +$152M +1,363,706 +9%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.81B -$36.8M -329,510 -2%
Charles Schwab
30
Charles Schwab
California
$1.68B +$30.8M +275,854 +2%
UBS AM
31
UBS AM
Illinois
$1.62B -$39.1M -349,939 -2%
AllianceBernstein
32
AllianceBernstein
Tennessee
$1.6B +$98.4M +879,739 +7%
Deutsche Bank
33
Deutsche Bank
Germany
$1.51B +$157M +1,408,017 +12%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$1.46B -$101M -900,048 -6%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$1.4B -$43.9M -392,806 -3%
PPA
36
Parametric Portfolio Associates
Washington
$1.25B +$30.5M +272,685 +3%
Barrow, Hanley, Mewhinney & Strauss
37
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.15B -$137M -1,227,714 -11%
LSV Asset Management
38
LSV Asset Management
Illinois
$1.11B -$38M -339,527 -3%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$1.02B -$34.2M -305,572 -3%
Allianz Asset Management
40
Allianz Asset Management
Germany
$989M -$77.5M -692,942 -7%
American Century Companies
41
American Century Companies
Missouri
$897M -$197M -1,760,645 -18%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$889M -$38.1M -340,976 -4%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$887M -$22.1M -197,554 -2%
DSA
44
Davis Selected Advisers
Arizona
$886M -$3.09M -27,657 -0.3%
PI
45
Putnam Investments
Massachusetts
$885M -$11.5M -102,483 -1%
Principal Financial Group
46
Principal Financial Group
Iowa
$874M -$12.1M -108,673 -1%
AAMU
47
Amundi Asset Management US
Massachusetts
$846M +$255M +2,283,575 +43%
DZ Bank
48
DZ Bank
Germany
$845M +$66M +590,474 +8%
Jennison Associates
49
Jennison Associates
New York
$841M -$85.6M -765,624 -9%
EVM
50
Eaton Vance Management
Massachusetts
$841M -$11.4M -102,026 -1%
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