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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 %
BGIM
76
Brandywine Global Investment Management
Pennsylvania
$572M -$25.9M -229,534 -4%
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$570M +$6.38M +56,549 +1%
Fidelity International
78
Fidelity International
Bermuda
$543M +$19.9M +176,446 +4%
WT
79
Wellcome Trust
United Kingdom
$530M – – –
TIM
80
Thornburg Investment Management
New Mexico
$530M -$15.7M -139,153 -3%
FMI
81
Fiduciary Management Inc
Wisconsin
$524M -$25.6M -227,040 -5%
OAC
82
OMERS Administration Corp
Ontario, Canada
$522M -$3.63M -32,166 -0.7%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$516M -$12.1M -107,064 -2%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$495M +$19M +168,700 +4%
TD Asset Management
85
TD Asset Management
Ontario, Canada
$485M -$29.9M -264,534 -6%
Fayez Sarofim & Co
86
Fayez Sarofim & Co
Texas
$484M -$7.05M -62,464 -1%
CIBC Private Wealth Group
87
CIBC Private Wealth Group
Georgia
$482M -$3.53M -31,323 -0.7%
Barclays
88
Barclays
United Kingdom
$481M +$43.2M +382,765 +10%
State of New Jersey Common Pension Fund D
89
State of New Jersey Common Pension Fund D
New Jersey
$470M -$11.3M -100,000 -2%
Sanders Capital
90
Sanders Capital
Florida
$467M +$1.98M +17,562 +0.4%
Citigroup
91
Citigroup
New York
$466M +$45.3M +401,258 +11%
VOYA Investment Management
92
VOYA Investment Management
Georgia
$452M -$44.7M -396,241 -9%
Mawer Investment Management
93
Mawer Investment Management
Alberta, Canada
$425M +$6.25M +55,353 +1%
Stifel Financial
94
Stifel Financial
Missouri
$414M +$8.4M +74,476 +2%
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$404M -$28.4M -251,647 -7%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$395M +$56.2M +497,938 +17%
US Bancorp
97
US Bancorp
Minnesota
$390M -$3.45M -30,546 -0.9%
Pzena Investment Management
98
Pzena Investment Management
New York
$382M +$397K +3,516 +0.1%
Lord, Abbett & Co
99
Lord, Abbett & Co
New Jersey
$380M -$13.2M -116,978 -3%
WRF
100
Waddell & Reed Financial
Kansas
$379M -$8.3M -73,530 -2%
2 3
4
5 6