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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 %
HSBC Holdings
76
HSBC Holdings
United Kingdom
$540M -$82M -897,034 -13%
FMI
77
Fiduciary Management Inc
Wisconsin
$534M -$35.6M -389,261 -6%
Asset Management One
78
Asset Management One
Japan
$526M +$1.5M +16,415 +0.3%
Janus Henderson Group
79
Janus Henderson Group
United Kingdom
$508M +$425M +4,654,113 +517%
AL
80
AJO LP
Pennsylvania
$505M -$316M -3,460,819 -39%
BGIM
81
Brandywine Global Investment Management
Pennsylvania
$490M -$13M -142,209 -3%
O
82
OppenheimerFunds
New York
$486M +$50.5M +552,456 +12%
Swedbank
83
Swedbank
Sweden
$479M -$1.57M -17,127 -0.3%
VOYA Investment Management
84
VOYA Investment Management
Georgia
$477M +$5.47M +59,877 +1%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$475M -$8.3M -90,782 -2%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$471M -$54.9M -600,800 -10%
Citigroup
87
Citigroup
New York
$467M +$116M +1,274,600 +33%
Lord, Abbett & Co
88
Lord, Abbett & Co
New Jersey
$451M -$52M -568,669 -10%
RJA
89
Raymond James & Associates
Florida
$434M +$31M +339,648 +8%
WT
90
Wellcome Trust
United Kingdom
$430M – – –
Diamond Hill Capital Management
91
Diamond Hill Capital Management
Ohio
$427M +$49M +536,181 +13%
Fayez Sarofim & Co
92
Fayez Sarofim & Co
Texas
$425M +$802K +8,775 +0.2%
State of New Jersey Common Pension Fund D
93
State of New Jersey Common Pension Fund D
New Jersey
$404M +$27.4M +300,000 +7%
SOMRS
94
State of Michigan Retirement System
Michigan
$404M -$23.4M -255,700 -5%
Stifel Financial
95
Stifel Financial
Missouri
$388M +$15.3M +167,637 +4%
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$383M -$13M -141,732 -3%
Hotchkis & Wiley Capital Management
97
Hotchkis & Wiley Capital Management
California
$381M -$19.9M -217,900 -5%
Pzena Investment Management
98
Pzena Investment Management
New York
$380M -$1.39M -15,232 -0.4%
Acadian Asset Management
99
Acadian Asset Management
Massachusetts
$366M +$24.6M +268,722 +7%
Fidelity International
100
Fidelity International
Bermuda
$366M -$294M -3,212,930 -45%
2 3
4
5 6