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JPMorgan Chase
JPM

Overview Fund Activity

2,431 hedge funds and large institutions have $256B invested in JPMorgan Chase in 2018 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 1,051 increasing their positions, 1,013 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,431
Holders Change
-10
Holders Change %
-0.41%
% of All Funds
55.73%
Holding in Top 10
623
Holding in Top 10 Change
-71
Holding in Top 10 Change %
-10.23%
% of All Funds
14.28%
New
90
Increased
1,051
Reduced
1,013
Closed
77
Calls
$2.17B
Puts
$3.43B
Net Calls
-$1.26B
Net Calls Change
-$1.15B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$9.5B
2
CSIA
Charles Schwab Investment Advisory
California
$279M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$247M
4
Bank of America
Bank of America
North Carolina
$5.43B
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$313M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$6.53B
2
EVM
Eaton Vance Management
Massachusetts
$875M
3
BlackRock
BlackRock
New York
$23.2B
4
Capital Research Global Investors
Capital Research Global Investors
California
$2.27B
5
Goldman Sachs
Goldman Sachs
New York
$1.95B
Name Holding Trade Value Shares
Change 		Shares
Change %
WRF
101
Waddell & Reed Financial
Kansas
$358M -$126M -1,212,447 -26%
Hotchkis & Wiley Capital Management
102
Hotchkis & Wiley Capital Management
California
$357M -$3.84M -36,900 -1%
Mackenzie Financial
103
Mackenzie Financial
Ontario, Canada
$356M +$32M +307,378 +10%
Russell Investments Group
104
Russell Investments Group
United Kingdom
$353M -$181M -1,729,040 -34%
Pzena Investment Management
105
Pzena Investment Management
New York
$352M -$22.8M -219,128 -6%
BG
106
Bahl & Gaynor
Ohio
$349M +$17.9M +171,437 +5%
Winslow Capital Management
107
Winslow Capital Management
Minnesota
$330M +$80.8M +775,526 +32%
Korea Investment Corp
108
Korea Investment Corp
South Korea
$329M -$4.7M -45,100 -1%
PAM
109
Panagora Asset Management
Massachusetts
$319M -$13.4M -128,484 -4%
AGDR
110
AdamCapital Gestao de Recursos
Brazil
$319M -$189M -1,817,877 -37%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$313M +$134M +1,289,910 +75%
SO
112
STRS Ohio
Ohio
$307M -$13.5M -129,744 -4%
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$304M -$3.46M -33,179 -1%
National Pension Service
114
National Pension Service
South Korea
$304M +$17.9M +170,219 +6%
Aviva
115
Aviva
United Kingdom
$297M +$22.3M +213,725 +8%
Aristotle Capital Management
116
Aristotle Capital Management
California
$297M +$21.7M +208,490 +8%
Aberdeen Group
117
Aberdeen Group
United Kingdom
$286M -$8.64M -82,862 -3%
CSIA
118
Charles Schwab Investment Advisory
California
$279M +$279M +2,676,544 New
USAA
119
United Services Automobile Association
Texas
$277M -$29.2M -280,306 -10%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$274M +$16.1M +154,279 +6%
AL
121
AJO LP
Pennsylvania
$271M -$151M -1,446,756 -36%
Brown Advisory
122
Brown Advisory
Maryland
$270M +$179K +1,714 +0.1%
Retirement Systems of Alabama
123
Retirement Systems of Alabama
Alabama
$265M -$11.1M -106,894 -4%
JFL
124
Jarislowsky, Fraser Ltd
Quebec, Canada
$264M -$7.24M -69,483 -3%
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$263M -$1.92M -18,429 -0.7%
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5
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