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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 %
American Century Companies
51
American Century Companies
Missouri
$830M -$114M -969,038 -12%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$820M +$159M +1,349,699 +24%
AAMU
53
Amundi Asset Management US
Massachusetts
$802M -$88M -747,607 -10%
Jennison Associates
54
Jennison Associates
New York
$795M -$90.6M -769,864 -10%
ClearBridge Investments
55
ClearBridge Investments
New York
$789M -$3.55M -30,169 -0.4%
RJA
56
Raymond James & Associates
Florida
$746M +$24M +203,933 +3%
Fisher Asset Management
57
Fisher Asset Management
Washington
$702M +$18.1M +153,852 +3%
Schroder Investment Management Group
58
Schroder Investment Management Group
United Kingdom
$693M -$74.6M -633,446 -10%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$677M -$6.47M -54,972 -0.9%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$665M +$9.74M +82,768 +1%
PP
61
Prudential plc
United Kingdom
$664M -$92.9M -788,383 -12%
CS
62
Credit Suisse
Switzerland
$657M +$9.37M +79,581 +1%
Swedbank
63
Swedbank
Sweden
$605M +$7.32M +62,208 +1%
Prudential Financial
64
Prudential Financial
New Jersey
$593M -$14.3M -121,821 -2%
Nordea Investment Management
65
Nordea Investment Management
Sweden
$586M -$6.19M -52,660 -1%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$564M -$7.39M -62,830 -1%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$559M +$7.21M +61,245 +1%
WT
68
Wellcome Trust
United Kingdom
$553M – – –
Fidelity International
69
Fidelity International
Bermuda
$532M +$5.82M +49,494 +1%
FMI
70
Fiduciary Management Inc
Wisconsin
$530M +$21M +178,297 +4%
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$528M -$9.72M -82,560 -2%
Janus Henderson Group
72
Janus Henderson Group
United Kingdom
$527M -$32.2M -273,737 -6%
Sanders Capital
73
Sanders Capital
Florida
$517M -$87.2K -741 -0%
TIM
74
Thornburg Investment Management
New Mexico
$513M -$2.39M -20,282 -0.5%
AIG
75
American International Group
New York
$509M -$9.21M -78,298 -2%
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