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JPMorgan Chase
JPM

Overview Fund Activity

2,444 hedge funds and large institutions have $276B invested in JPMorgan Chase in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 967 increasing their positions, 1,091 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,444
Holders Change
+13
Holders Change %
+0.53%
% of All Funds
55.97%
Holding in Top 10
642
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+3.05%
% of All Funds
14.7%
New
98
Increased
967
Reduced
1,091
Closed
67
Calls
$2.45B
Puts
$3.93B
Net Calls
-$1.48B
Net Calls Change
-$220M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$4.02B
2
Capital International Investors
2
Capital International Investors
California
$3B
3
Morgan Stanley
3
Morgan Stanley
New York
$4.23B
4
State Street
4
State Street
Massachusetts
$17.7B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$232M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$9.54B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.74B
3
BlackRock
3
BlackRock
New York
$24.5B
4
LPU
4
Lansdowne Partners (UK)
United Kingdom
$904M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPU
51
Lansdowne Partners (UK)
United Kingdom
$904M -$548M -4,854,929 -38%
EVM
52
Eaton Vance Management
Massachusetts
$900M -$48.1M -425,887 -5%
PI
53
Putnam Investments
Massachusetts
$895M +$1.28M +11,307 +0.1%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$894M -$144M -1,275,248 -14%
AAMU
55
Amundi Asset Management US
Massachusetts
$879M -$16.8M -148,562 -2%
TA
56
Teachers Advisors
New York
$864M -$17M -151,069 -2%
APG Asset Management
57
APG Asset Management
Netherlands
$830M +$106M +1,088,800 +15%
CS
58
Credit Suisse
Switzerland
$822M +$1.04M +9,239 +0.1%
ClearBridge Investments
59
ClearBridge Investments
New York
$779M -$35.9M -318,105 -4%
PP
60
Prudential plc
United Kingdom
$745M -$47.4M -420,375 -6%
Nordea Investment Management
61
Nordea Investment Management
Sweden
$709M -$15.6M -138,465 -2%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$698M +$5.36M +47,539 +0.8%
Eagle Capital Management (New York)
63
Eagle Capital Management (New York)
New York
$694M -$3.01M -26,695 -0.4%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$686M +$84.1M +745,636 +14%
Swedbank
65
Swedbank
Sweden
$666M +$321K +2,843 +0%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$659M -$18.8M -166,480 -3%
RJA
67
Raymond James & Associates
Florida
$647M +$26.9M +238,554 +4%
Asset Management One
68
Asset Management One
Japan
$634M +$3.16M +28,009 +0.5%
DZ Bank
69
DZ Bank
Germany
$619M +$32.2M +285,628 +5%
Schroder Investment Management Group
70
Schroder Investment Management Group
United Kingdom
$615M -$70.9M -628,192 -10%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$607M -$19.6M -174,054 -3%
Fisher Asset Management
72
Fisher Asset Management
Washington
$589M +$942K +8,350 +0.2%
GA
73
Greenhaven Associates
New York
$588M -$14M -124,316 -2%
Janus Henderson Group
74
Janus Henderson Group
United Kingdom
$580M +$429K +3,803 +0.1%
AQR Capital Management
75
AQR Capital Management
Connecticut
$580M -$112M -994,003 -16%
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