JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

2,431 hedge funds and large institutions have $256B invested in JPMorgan Chase in 2018 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 1,051 increasing their positions, 1,013 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,431
Holders Change
-10
Holders Change %
-0.41%
% of All Funds
55.73%
Holding in Top 10
623
Holding in Top 10 Change
-71
Holding in Top 10 Change %
-10.23%
% of All Funds
14.28%
New
90
Increased
1,051
Reduced
1,013
Closed
77
Calls
$2.17B
Puts
$3.43B
Net Calls
-$1.26B
Net Calls Change
-$1.15B

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$9.5B
2
CSIA
2
Charles Schwab Investment Advisory
California
$279M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$247M
4
Bank of America
4
Bank of America
North Carolina
$5.43B
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$313M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$6.53B
2
EVM
2
Eaton Vance Management
Massachusetts
$875M
3
BlackRock
3
BlackRock
New York
$23.2B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$2.27B
5
Goldman Sachs
5
Goldman Sachs
New York
$1.95B
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
51
Eaton Vance Management
Massachusetts
$875M -$882M -8,467,592 -50%
AAMU
52
Amundi Asset Management US
Massachusetts
$827M +$21.1M +202,221 +3%
PI
53
Putnam Investments
Massachusetts
$826M -$3.86M -37,024 -0.5%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$819M +$53.7M +515,704 +7%
TA
55
Teachers Advisors
New York
$813M -$27.9M -267,472 -3%
CS
56
Credit Suisse
Switzerland
$758M -$63.3M -607,267 -8%
Mitsubishi UFJ Trust & Banking
57
Mitsubishi UFJ Trust & Banking
Japan
$755M +$3.55M +34,075 +0.5%
ClearBridge Investments
58
ClearBridge Investments
New York
$753M -$3.87M -37,157 -0.5%
PP
59
Prudential plc
United Kingdom
$732M +$3.99M +38,335 +0.5%
Nordea Investment Management
60
Nordea Investment Management
Sweden
$669M +$19.6M +188,388 +3%
APG Asset Management
61
APG Asset Management
Netherlands
$666M +$48.7M +545,700 +8%
Eagle Capital Management (New York)
62
Eagle Capital Management (New York)
New York
$644M -$8.39M -80,472 -1%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$640M -$13.5M -129,394 -2%
AQR Capital Management
64
AQR Capital Management
Connecticut
$639M -$197M -1,891,953 -24%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$638M -$30.6M -291,830 -5%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$626M -$9.74M -93,500 -2%
Swedbank
67
Swedbank
Sweden
$614M -$17M -162,677 -3%
Asset Management One
68
Asset Management One
Japan
$582M -$5.72M -54,829 -1%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$579M -$24.4M -233,720 -4%
RJA
70
Raymond James & Associates
Florida
$573M +$28.6M +274,677 +5%
GA
71
Greenhaven Associates
New York
$556M -$139M -1,333,320 -20%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$556M -$111M -1,068,778 -17%
BGIM
73
Brandywine Global Investment Management
Pennsylvania
$552M -$11.8M -112,901 -2%
Fisher Asset Management
74
Fisher Asset Management
Washington
$543M +$21.5M +206,453 +4%
DZ Bank
75
DZ Bank
Germany
$542M -$1.99M -19,077 -0.4%
1 2
3
4 5