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JPMorgan Chase
JPM

Overview Fund Activity

2,603 hedge funds and large institutions have $270B invested in JPMorgan Chase in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 1,120 increasing their positions, 1,116 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,603
Holders Change
-27
Holders Change %
-1.03%
% of All Funds
57.17%
Holding in Top 10
663
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+9.59%
% of All Funds
14.56%
New
89
Increased
1,120
Reduced
1,116
Closed
95
Calls
$3.4B
Puts
$5.15B
Net Calls
-$1.75B
Net Calls Change
-$630M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$1.2B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$5.08B
3
Capital International Investors
3
Capital International Investors
California
$3.1B
4
Capital World Investors
4
Capital World Investors
California
$9.57B
5
Victory Capital Management
5
Victory Capital Management
Texas
$277M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.51B
2
BlackRock
2
BlackRock
New York
$24.9B
3
Dodge & Cox
3
Dodge & Cox
California
$2.51B
4
Bank of America
4
Bank of America
North Carolina
$6.41B
5
State Street
5
State Street
Massachusetts
$17.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
Mawer Investment Management
76
Mawer Investment Management
Alberta, Canada
$501M +$3.52M +29,947 +0.7%
BG
77
Bahl & Gaynor
Ohio
$498M -$8.36M -71,003 -2%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$497M -$7.77M -66,032 -2%
Fayez Sarofim & Co
79
Fayez Sarofim & Co
Texas
$491M -$1.19M -10,117 -0.2%
TD Asset Management
80
TD Asset Management
Ontario, Canada
$485M +$34.4M +292,662 +8%
BGIM
81
Brandywine Global Investment Management
Pennsylvania
$471M -$32.1M -272,692 -6%
Barclays
82
Barclays
United Kingdom
$457M -$109M -925,796 -19%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$446M -$31.3M -265,537 -7%
Stifel Financial
84
Stifel Financial
Missouri
$437M +$9.56M +81,224 +2%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$431M +$3.82M +32,500 +0.9%
National Pension Service
86
National Pension Service
South Korea
$422M +$20M +170,205 +5%
Bessemer Group
87
Bessemer Group
New Jersey
$421M +$7.89M +67,002 +2%
OAC
88
OMERS Administration Corp
Ontario, Canada
$415M -$119M -1,012,983 -22%
US Bancorp
89
US Bancorp
Minnesota
$407M -$1.4M -11,901 -0.3%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$404M -$10.7M -90,810 -3%
Citigroup
91
Citigroup
New York
$396M -$116M -984,538 -23%
Canada Life
92
Canada Life
Manitoba, Canada
$389M +$465K +3,948 +0.1%
Mitsubishi UFJ Trust & Banking
93
Mitsubishi UFJ Trust & Banking
Japan
$363M +$34.1M +289,887 +10%
Aristotle Capital Management
94
Aristotle Capital Management
California
$360M +$5.87M +49,851 +2%
Canada Pension Plan Investment Board
95
Canada Pension Plan Investment Board
Ontario, Canada
$353M -$2.31M -19,662 -0.7%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$345M -$69.2M -587,947 -17%
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$336M +$11.5M +98,093 +4%
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$335M +$1.27M +10,767 +0.4%
CI Investments Inc
99
CI Investments Inc
Ontario, Canada
$333M +$58.5M +497,362 +21%
Korea Investment Corp
100
Korea Investment Corp
South Korea
$328M +$282K +2,400 +0.1%
2 3
4
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