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JPMorgan Chase
JPM

Overview Fund Activity

2,441 hedge funds and large institutions have $277B invested in JPMorgan Chase in 2018 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 967 increasing their positions, 1,099 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,441
Holders Change
+21
Holders Change %
+0.87%
% of All Funds
56.02%
Holding in Top 10
694
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+5.47%
% of All Funds
15.93%
New
131
Increased
967
Reduced
1,099
Closed
81
Calls
$3.22B
Puts
$3.32B
Net Calls
-$107M
Net Calls Change
+$1.68B

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
$1.86B
2
O
OppenheimerFunds
New York
$995M
3
UBS Group
UBS Group
Switzerland
$1.99B
4
Deutsche Bank
Deutsche Bank
Germany
$1.85B
5
Vanguard Group
Vanguard Group
Pennsylvania
$28B

Top Sellers

1
State Street
State Street
Massachusetts
$17.3B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$837M
3
Capital Research Global Investors
Capital Research Global Investors
California
$2.92B
4
LPU
Lansdowne Partners (UK)
United Kingdom
$1.49B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$9.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
51
Principal Financial Group
Iowa
$993M -$28.2M -256,837 -3%
TA
52
Teachers Advisors
New York
$888M -$2.07M -18,792 -0.2%
AQR Capital Management
53
AQR Capital Management
Connecticut
$882M +$122M +1,111,583 +16%
PI
54
Putnam Investments
Massachusetts
$875M +$572K +5,203 +0.1%
CS
55
Credit Suisse
Switzerland
$867M +$52.8M +480,568 +6%
AAMU
56
Amundi Asset Management US
Massachusetts
$851M -$94.6M -860,288 -10%
Canada Pension Plan Investment Board
57
Canada Pension Plan Investment Board
Ontario, Canada
$837M -$587M -5,342,230 -41%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$808M -$67.3M -611,617 -8%
ClearBridge Investments
59
ClearBridge Investments
New York
$799M -$46.3M -420,819 -5%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$793M -$8.48M -77,123 -1%
PP
61
Prudential plc
United Kingdom
$768M -$19.1M -173,339 -2%
GA
62
Greenhaven Associates
New York
$734M -$20.7M -188,172 -3%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$704M -$123M -1,122,549 -15%
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$700M -$59.9M -544,617 -8%
Barclays
65
Barclays
United Kingdom
$697M +$233M +2,122,675 +50%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$689M -$20.3M -184,954 -3%
Eagle Capital Management (New York)
67
Eagle Capital Management (New York)
New York
$688M -$234M -2,123,586 -25%
Nordea Investment Management
68
Nordea Investment Management
Sweden
$686M +$32.7M +297,284 +5%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$671M -$7.71M -70,068 -1%
Sanders Capital
70
Sanders Capital
Florida
$667M -$18.5M -167,800 -3%
Swedbank
71
Swedbank
Sweden
$666M -$53.6M -487,769 -7%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$637M -$23M -208,819 -3%
Asset Management One
73
Asset Management One
Japan
$620M -$1.96M -17,863 -0.3%
APG Asset Management
74
APG Asset Management
Netherlands
$618M -$42.2M -471,414 -6%
BGIM
75
Brandywine Global Investment Management
Pennsylvania
$595M -$3.03M -27,551 -0.5%
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