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JPMorgan Chase
JPM

Overview Fund Activity

2,630 hedge funds and large institutions have $261B invested in JPMorgan Chase in 2019 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,173 increasing their positions, 1,039 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,630
Holders Change
+36
Holders Change %
+1.39%
% of All Funds
57.21%
Holding in Top 10
605
Holding in Top 10 Change
+76
Holding in Top 10 Change %
+14.37%
% of All Funds
13.16%
New
135
Increased
1,173
Reduced
1,039
Closed
71
Calls
$2.84B
Puts
$3.96B
Net Calls
-$1.12B
Net Calls Change
-$384M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$2.65B
2
Invesco
2
Invesco
Georgia
$2.65B
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$524M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$332M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$282M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$28.2B
2
BlackRock
2
BlackRock
New York
$24.2B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$6.9B
4
LPU
4
Lansdowne Partners (UK)
United Kingdom
$0
5
American Century Companies
5
American Century Companies
Missouri
$897M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
76
Thornburg Investment Management
New Mexico
$490M -$22.2M -198,544 -4%
Citigroup
77
Citigroup
New York
$486M +$81.2M +726,602 +20%
FMI
78
Fiduciary Management Inc
Wisconsin
$484M -$9.38M -83,888 -2%
BG
79
Bahl & Gaynor
Ohio
$481M +$84.1M +752,432 +21%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$480M -$22.7M -203,035 -5%
BGIM
81
Brandywine Global Investment Management
Pennsylvania
$478M -$29.3M -262,267 -6%
State of New Jersey Common Pension Fund D
82
State of New Jersey Common Pension Fund D
New Jersey
$476M -$4.47M -40,000 -0.9%
Mawer Investment Management
83
Mawer Investment Management
Alberta, Canada
$472M +$24.2M +216,479 +5%
Fayez Sarofim & Co
84
Fayez Sarofim & Co
Texas
$468M -$4.87M -43,589 -1%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$453M -$11.6M -103,674 -2%
TD Asset Management
86
TD Asset Management
Ontario, Canada
$428M -$39.4M -352,120 -8%
Stifel Financial
87
Stifel Financial
Missouri
$406M +$3.04M +27,238 +0.8%
Adage Capital Partners
88
Adage Capital Partners
Massachusetts
$406M -$18.9M -168,700 -4%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$394M +$42.5M +380,076 +12%
Bessemer Group
90
Bessemer Group
New Jersey
$392M +$252M +2,253,764 +180%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$391M +$4.42M +39,823 +1%
US Bancorp
92
US Bancorp
Minnesota
$388M -$4.51M -40,330 -1%
National Pension Service
93
National Pension Service
South Korea
$382M +$23.5M +210,598 +7%
Canada Life
94
Canada Life
Manitoba, Canada
$369M +$25.2M +225,532 +7%
Canada Pension Plan Investment Board
95
Canada Pension Plan Investment Board
Ontario, Canada
$337M -$39.3M -351,498 -10%
Aristotle Capital Management
96
Aristotle Capital Management
California
$336M -$5.17M -46,244 -2%
Renaissance Technologies
97
Renaissance Technologies
New York
$332M +$332M +2,965,786 New
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$317M -$68M -608,021 -18%
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$313M -$3.2M -28,594 -1%
Korea Investment Corp
100
Korea Investment Corp
South Korea
$311M -$3.24M -29,000 -1%
2 3
4
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