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JPMorgan Chase
JPM

Overview Fund Activity

2,193 hedge funds and large institutions have $240B invested in JPMorgan Chase in 2017 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 954 increasing their positions, 856 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,193
Holders Change
+49
Holders Change %
+2.29%
% of All Funds
54.76%
Holding in Top 10
582
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+2.65%
% of All Funds
14.53%
New
131
Increased
954
Reduced
856
Closed
65
Calls
$3.21B
Puts
$3.99B
Net Calls
-$784M
Net Calls Change
+$154M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$6.99B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$508M
3
AllianceBernstein
AllianceBernstein
Tennessee
$1.6B
4
Vanguard Group
Vanguard Group
Pennsylvania
$22.8B
5
Ameriprise
Ameriprise
Minnesota
$3.25B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$7.63B
2
Fisher Asset Management
Fisher Asset Management
Washington
$636M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$8.7B
4
State Street
State Street
Massachusetts
$15.2B
5
TP
Third Point
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$828M -$14.4M -157,400 -2%
Eagle Capital Management (New York)
52
Eagle Capital Management (New York)
New York
$804M -$328M -3,592,858 -29%
PI
53
Putnam Investments
Massachusetts
$769M -$925K -10,116 -0.1%
TA
54
Teachers Advisors
New York
$765M -$25.2M -275,586 -3%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$742M +$12.4M +135,939 +2%
ClearBridge Investments
56
ClearBridge Investments
New York
$706M -$261K -2,856 -0%
Canada Pension Plan Investment Board
57
Canada Pension Plan Investment Board
Ontario, Canada
$688M -$19.7M -215,600 -3%
CS
58
Credit Suisse
Switzerland
$679M -$29.6M -324,079 -4%
Mitsubishi UFJ Trust & Banking
59
Mitsubishi UFJ Trust & Banking
Japan
$677M -$586K -6,411 -0.1%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$675M -$24.7M -270,185 -4%
AIM
61
abrdn Investment Management
United Kingdom
$669M -$20.6M -225,402 -3%
PP
62
Prudential plc
United Kingdom
$664M +$58.8M +643,315 +10%
GA
63
Greenhaven Associates
New York
$643M -$26.4M -289,386 -4%
AAMU
64
Amundi Asset Management US
Massachusetts
$637M -$40.1M -438,617 -6%
Fisher Asset Management
65
Fisher Asset Management
Washington
$636M -$634M -6,932,074 -50%
AQR Capital Management
66
AQR Capital Management
Connecticut
$629M +$125M +1,366,355 +25%
WRF
67
Waddell & Reed Financial
Kansas
$626M -$98.7M -1,080,092 -14%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$618M -$66.7M -729,536 -10%
APG Asset Management
69
APG Asset Management
Netherlands
$617M -$55.2M -603,652 -8%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$576M -$61.3M -671,026 -10%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$567M -$12.3M -135,004 -2%
Nordea Investment Management
72
Nordea Investment Management
Sweden
$564M +$20.6M +225,210 +4%
TIM
73
Thornburg Investment Management
New Mexico
$561M -$1.15M -12,574 -0.2%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$557M -$10.1M -110,661 -2%
Sanders Capital
75
Sanders Capital
Florida
$549M -$12M -131,060 -2%
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