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JPMorgan Chase
JPM

Overview Fund Activity

2,591 hedge funds and large institutions have $233B invested in JPMorgan Chase in 2018 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 1,039 increasing their positions, 1,031 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,591
Holders Change
+147
Holders Change %
+6.01%
% of All Funds
57.82%
Holding in Top 10
642
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
14.33%
New
290
Increased
1,039
Reduced
1,031
Closed
118
Calls
$2.27B
Puts
$3.87B
Net Calls
-$1.61B
Net Calls Change
-$125M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$4.89B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.46B
3
Capital World Investors
3
Capital World Investors
California
$7.05B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$25.3B
5
AIG
5
American International Group
New York
$477M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.93B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.04B
3
State Street
3
State Street
Massachusetts
$14.7B
4
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$1.94M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
OAC
76
OMERS Administration Corp
Ontario, Canada
$465M +$13.1M +134,218 +3%
WT
77
Wellcome Trust
United Kingdom
$459M – – –
TIM
78
Thornburg Investment Management
New Mexico
$453M -$5.74M -58,769 -1%
FMI
79
Fiduciary Management Inc
Wisconsin
$445M -$7.6M -77,834 -2%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$444M -$2.55M -26,136 -0.6%
Adage Capital Partners
81
Adage Capital Partners
Massachusetts
$423M -$5.54M -56,800 -1%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$417M +$275K +2,818 +0.1%
State of New Jersey Common Pension Fund D
83
State of New Jersey Common Pension Fund D
New Jersey
$416M +$9.76M +100,000 +2%
Fayez Sarofim & Co
84
Fayez Sarofim & Co
Texas
$415M -$3.78M -38,738 -0.9%
TD Asset Management
85
TD Asset Management
Ontario, Canada
$414M -$5.06M -51,857 -1%
Barclays
86
Barclays
United Kingdom
$402M -$13.9M -142,065 -3%
Sanders Capital
87
Sanders Capital
Florida
$396M -$8.33M -85,292 -2%
Mawer Investment Management
88
Mawer Investment Management
Alberta, Canada
$374M +$6.2M +63,503 +2%
AQR Capital Management
89
AQR Capital Management
Connecticut
$360M -$142M -1,452,876 -28%
Stifel Financial
90
Stifel Financial
Missouri
$344M -$13.6M -139,734 -4%
US Bancorp
91
US Bancorp
Minnesota
$340M +$2.58M +26,433 +0.8%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$339M -$10.4M -106,440 -3%
VOYA Investment Management
93
VOYA Investment Management
Georgia
$337M -$53.2M -544,893 -14%
BG
94
Bahl & Gaynor
Ohio
$332M +$100M +1,027,586 +43%
National Pension Service
95
National Pension Service
South Korea
$316M +$18.2M +177,811 +6%
Lord, Abbett & Co
96
Lord, Abbett & Co
New Jersey
$308M -$20M -204,706 -6%
Mackenzie Financial
97
Mackenzie Financial
Ontario, Canada
$305M -$14.2M -144,950 -4%
Pzena Investment Management
98
Pzena Investment Management
New York
$303M -$26.9M -275,326 -8%
Canada Life
99
Canada Life
Manitoba, Canada
$301M -$4.13M -43,663 -1%
PAM
100
Panagora Asset Management
Massachusetts
$284M -$19M -195,076 -6%
2 3
4
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