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JPMorgan Chase
JPM

Overview Fund Activity

2,594 hedge funds and large institutions have $238B invested in JPMorgan Chase in 2019 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 1,184 increasing their positions, 1,022 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,594
Holders Change
+3
Holders Change %
+0.12%
% of All Funds
56.23%
Holding in Top 10
529
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-17.6%
% of All Funds
11.47%
New
132
Increased
1,184
Reduced
1,022
Closed
92
Calls
$2.2B
Puts
$2.93B
Net Calls
-$735M
Net Calls Change
+$871M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$6.02B
2
BlackRock
BlackRock
New York
$22.5B
3
Bank of America
Bank of America
North Carolina
$5.85B
4
Capital World Investors
Capital World Investors
California
$7.77B
5
UBS Group
UBS Group
Switzerland
$2.31B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.85B
2
Boston Partners
Boston Partners
Massachusetts
$275M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$6.55B
4
Ameriprise
Ameriprise
Minnesota
$2.38B
5
Jennison Associates
Jennison Associates
New York
$839M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMI
76
Fiduciary Management Inc
Wisconsin
$446M -$15.5M -153,548 -3%
State of New Jersey Common Pension Fund D
77
State of New Jersey Common Pension Fund D
New Jersey
$435M +$3.75M +37,000 +0.9%
Sanders Capital
78
Sanders Capital
Florida
$433M +$22.1M +218,280 +5%
Barclays
79
Barclays
United Kingdom
$431M +$13.9M +137,056 +3%
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$430M -$3.27M -32,312 -0.8%
Fayez Sarofim & Co
81
Fayez Sarofim & Co
Texas
$428M -$2.3M -22,675 -0.5%
TD Asset Management
82
TD Asset Management
Ontario, Canada
$423M -$6.68M -65,991 -2%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$421M -$81.6M -806,247 -16%
Fidelity International
84
Fidelity International
Bermuda
$421M -$70.6M -697,811 -14%
Mawer Investment Management
85
Mawer Investment Management
Alberta, Canada
$406M +$17.8M +176,103 +5%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$384M -$54.1M -534,500 -12%
Citigroup
87
Citigroup
New York
$367M +$78.3M +773,413 +27%
Stifel Financial
88
Stifel Financial
Missouri
$365M +$8.38M +82,735 +2%
BG
89
Bahl & Gaynor
Ohio
$359M +$14.5M +143,147 +4%
US Bancorp
90
US Bancorp
Minnesota
$355M +$2.72M +26,880 +0.8%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$352M +$91.9M +908,917 +35%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$349M -$3.01M -29,690 -0.9%
Canada Pension Plan Investment Board
93
Canada Pension Plan Investment Board
Ontario, Canada
$341M +$127M +1,258,960 +60%
Chevy Chase Trust
94
Chevy Chase Trust
Maryland
$326M +$4.24M +36,741 +1%
National Pension Service
95
National Pension Service
South Korea
$325M +$12.1M +119,708 +4%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$318M -$31.5M -311,062 -9%
Canada Life
97
Canada Life
Manitoba, Canada
$310M -$11.5M -113,590 -4%
Aristotle Capital Management
98
Aristotle Capital Management
California
$309M +$15.6M +153,825 +5%
Lord, Abbett & Co
99
Lord, Abbett & Co
New Jersey
$303M -$16.6M -163,664 -5%
SG Americas Securities
100
SG Americas Securities
New York
$301M +$116M +1,145,182 +63%
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