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JPMorgan Chase
JPM

Overview Fund Activity

2,444 hedge funds and large institutions have $276B invested in JPMorgan Chase in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 967 increasing their positions, 1,091 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,444
Holders Change
+13
Holders Change %
+0.53%
% of All Funds
55.97%
Holding in Top 10
642
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+3.05%
% of All Funds
14.7%
New
98
Increased
967
Reduced
1,091
Closed
67
Calls
$2.45B
Puts
$3.93B
Net Calls
-$1.48B
Net Calls Change
-$220M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$4.02B
2
Capital International Investors
2
Capital International Investors
California
$3B
3
Morgan Stanley
3
Morgan Stanley
New York
$4.23B
4
State Street
4
State Street
Massachusetts
$17.7B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$232M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$9.54B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.74B
3
BlackRock
3
BlackRock
New York
$24.5B
4
LPU
4
Lansdowne Partners (UK)
United Kingdom
$904M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
101
Mackenzie Financial
Ontario, Canada
$369M -$17M -150,891 -4%
Canada Life
102
Canada Life
Manitoba, Canada
$365M -$42.4M -375,658 -10%
Canada Pension Plan Investment Board
103
Canada Pension Plan Investment Board
Ontario, Canada
$358M -$213M -1,890,400 -37%
PAM
104
Panagora Asset Management
Massachusetts
$351M +$5.02M +44,457 +1%
Winslow Capital Management
105
Winslow Capital Management
Minnesota
$349M -$7.99M -70,850 -2%
Korea Investment Corp
106
Korea Investment Corp
South Korea
$335M -$21.3M -188,983 -6%
Aristotle Capital Management
107
Aristotle Capital Management
California
$332M +$10.8M +95,803 +3%
Russell Investments Group
108
Russell Investments Group
United Kingdom
$332M -$50.3M -444,572 -13%
Diamond Hill Capital Management
109
Diamond Hill Capital Management
Ohio
$332M -$60M -531,738 -15%
National Pension Service
110
National Pension Service
South Korea
$328M +$1.67M +14,764 +0.5%
Mitsubishi UFJ Trust & Banking
111
Mitsubishi UFJ Trust & Banking
Japan
$318M -$500M -4,427,153 -61%
Chevy Chase Trust
112
Chevy Chase Trust
Maryland
$317M -$11.8M -104,757 -4%
Hotchkis & Wiley Capital Management
113
Hotchkis & Wiley Capital Management
California
$308M -$78.5M -695,900 -20%
Aviva
114
Aviva
United Kingdom
$306M -$15.4M -136,876 -5%
CSIA
115
Charles Schwab Investment Advisory
California
$301M -$672K -5,952 -0.2%
SO
116
STRS Ohio
Ohio
$296M -$36.5M -323,333 -11%
Brown Advisory
117
Brown Advisory
Maryland
$295M +$2.4M +21,310 +0.8%
USAA
118
United Services Automobile Association
Texas
$295M -$4.96M -43,917 -2%
Aberdeen Group
119
Aberdeen Group
United Kingdom
$287M -$22.1M -196,071 -7%
Retirement Systems of Alabama
120
Retirement Systems of Alabama
Alabama
$282M -$5.38M -47,711 -2%
HFS
121
HL Financial Services
Kentucky
$279M +$2.67M +23,637 +1%
Federated Hermes
122
Federated Hermes
Pennsylvania
$276M +$18.5M +163,610 +7%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$276M -$21.1M -186,909 -7%
Public Employees Retirement Association of Colorado
124
Public Employees Retirement Association of Colorado
Colorado
$275M -$254K -2,253 -0.1%
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$273M -$11.6M -102,528 -4%
3 4
5
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