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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$6.53B
2
EVM
Eaton Vance Management
Massachusetts
$875M
3
BlackRock
BlackRock
New York
$23.2B
4
Capital Research Global Investors
Capital Research Global Investors
California
$2.27B
5
Goldman Sachs
Goldman Sachs
New York
$1.95B
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
76
Janus Henderson Group
United Kingdom
$535M +$29.1M +278,726 +6%
Canada Pension Plan Investment Board
77
Canada Pension Plan Investment Board
Ontario, Canada
$528M -$265M -2,547,527 -33%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$521M -$5.14M -49,319 -1%
FMI
79
Fiduciary Management Inc
Wisconsin
$507M -$38.3M -367,195 -7%
TIM
80
Thornburg Investment Management
New Mexico
$504M -$34.7M -333,252 -6%
WT
81
Wellcome Trust
United Kingdom
$490M – – –
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$488M -$7.05M -67,617 -1%
OAC
83
OMERS Administration Corp
Ontario, Canada
$485M +$85.6M +821,647 +21%
Fidelity International
84
Fidelity International
Bermuda
$483M -$4.99M -47,858 -1%
TD Asset Management
85
TD Asset Management
Ontario, Canada
$475M -$920K -8,829 -0.2%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$458M -$39.6M -379,845 -8%
Fayez Sarofim & Co
87
Fayez Sarofim & Co
Texas
$453M -$3.06M -29,364 -0.7%
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$448M -$2.56M -24,543 -0.6%
State of New Jersey Common Pension Fund D
89
State of New Jersey Common Pension Fund D
New Jersey
$444M +$5.21M +50,000 +1%
Adage Capital Partners
90
Adage Capital Partners
Massachusetts
$440M -$29.5M -283,200 -6%
Sanders Capital
91
Sanders Capital
Florida
$430M -$203M -1,946,000 -32%
Barclays
92
Barclays
United Kingdom
$404M -$256M -2,458,930 -39%
State of Wisconsin Investment Board
93
State of Wisconsin Investment Board
Wisconsin
$399M -$11M -105,292 -3%
Citigroup
94
Citigroup
New York
$389M -$25.6M -245,246 -6%
Mawer Investment Management
95
Mawer Investment Management
Alberta, Canada
$387M +$71.9M +690,308 +23%
Canada Life
96
Canada Life
Manitoba, Canada
$376M -$8.04M -76,997 -2%
Stifel Financial
97
Stifel Financial
Missouri
$374M -$3.56M -34,255 -0.9%
US Bancorp
98
US Bancorp
Minnesota
$363M -$3.25M -31,200 -0.9%
Lord, Abbett & Co
99
Lord, Abbett & Co
New Jersey
$363M -$39M -373,838 -10%
Diamond Hill Capital Management
100
Diamond Hill Capital Management
Ohio
$362M +$276K +2,650 +0.1%
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4
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