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JPMorgan Chase
JPM

Overview Fund Activity

2,603 hedge funds and large institutions have $270B invested in JPMorgan Chase in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 1,120 increasing their positions, 1,116 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,603
Holders Change
-27
Holders Change %
-1.03%
% of All Funds
57.17%
Holding in Top 10
663
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+9.59%
% of All Funds
14.56%
New
89
Increased
1,120
Reduced
1,116
Closed
95
Calls
$3.4B
Puts
$5.15B
Net Calls
-$1.75B
Net Calls Change
-$630M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$1.2B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$5.08B
3
Capital International Investors
3
Capital International Investors
California
$3.1B
4
Capital World Investors
4
Capital World Investors
California
$9.57B
5
Victory Capital Management
5
Victory Capital Management
Texas
$277M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.51B
2
BlackRock
2
BlackRock
New York
$24.9B
3
Dodge & Cox
3
Dodge & Cox
California
$2.51B
4
Bank of America
4
Bank of America
North Carolina
$6.41B
5
State Street
5
State Street
Massachusetts
$17.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$2.21B -$33.9M -288,301 -2%
Franklin Resources
27
Franklin Resources
California
$2.14B +$12.3M +104,858 +0.6%
Goldman Sachs
28
Goldman Sachs
New York
$2.12B +$79.4M +674,906 +4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.93B +$15.7M +133,747 +0.8%
UBS AM
30
UBS AM
Illinois
$1.82B +$116M +982,517 +7%
Charles Schwab
31
Charles Schwab
California
$1.76B -$12.8M -108,676 -0.7%
AllianceBernstein
32
AllianceBernstein
Tennessee
$1.68B -$6.89M -58,540 -0.4%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$1.51B -$33.9M -287,777 -2%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$1.49B +$14.8M +125,867 +1%
PPA
35
Parametric Portfolio Associates
Washington
$1.33B +$16.1M +136,819 +1%
Deutsche Bank
36
Deutsche Bank
Germany
$1.32B -$266M -2,263,244 -17%
Boston Partners
37
Boston Partners
Massachusetts
$1.2B +$903M +7,668,930 +302%
Barrow, Hanley, Mewhinney & Strauss
38
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.13B -$88.3M -750,488 -7%
LSV Asset Management
39
LSV Asset Management
Illinois
$1.1B -$64M -544,070 -5%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$1.06B -$14.6M -124,004 -1%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.03B +$98.1M +833,285 +10%
DZ Bank
42
DZ Bank
Germany
$1B +$113M +962,530 +13%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$958M +$118M +1,001,256 +14%
PI
44
Putnam Investments
Massachusetts
$941M +$9.13M +77,590 +1%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$936M +$2.5M +21,281 +0.3%
APG Asset Management
46
APG Asset Management
Netherlands
$913M +$48.6M +450,650 +6%
Principal Financial Group
47
Principal Financial Group
Iowa
$909M -$11M -93,068 -1%
DSA
48
Davis Selected Advisers
Arizona
$906M -$26.2M -222,467 -3%
EVM
49
Eaton Vance Management
Massachusetts
$875M -$9.69M -82,365 -1%
Allianz Asset Management
50
Allianz Asset Management
Germany
$852M -$189M -1,607,139 -18%
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