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JPMorgan Chase
JPM

Overview Fund Activity

2,591 hedge funds and large institutions have $233B invested in JPMorgan Chase in 2018 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 1,039 increasing their positions, 1,031 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,591
Holders Change
+147
Holders Change %
+6.01%
% of All Funds
57.82%
Holding in Top 10
642
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
14.33%
New
290
Increased
1,039
Reduced
1,031
Closed
118
Calls
$2.27B
Puts
$3.87B
Net Calls
-$1.61B
Net Calls Change
-$125M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$4.89B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.46B
3
Capital World Investors
3
Capital World Investors
California
$7.05B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$25.3B
5
AIG
5
American International Group
New York
$477M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.93B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.04B
3
State Street
3
State Street
Massachusetts
$14.7B
4
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$1.94M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
Aristotle Capital Management
101
Aristotle Capital Management
California
$283M -$4.38M -44,831 -2%
Diamond Hill Capital Management
102
Diamond Hill Capital Management
Ohio
$281M -$5.8M -59,432 -2%
Korea Investment Corp
103
Korea Investment Corp
South Korea
$280M -$9.88M -101,200 -3%
Arrowstreet Capital
104
Arrowstreet Capital
Massachusetts
$280M +$225M +2,301,148 +406%
Citigroup
105
Citigroup
New York
$278M -$125M -1,281,650 -31%
Mitsubishi UFJ Trust & Banking
106
Mitsubishi UFJ Trust & Banking
Japan
$274M -$449K -4,601 -0.2%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$272M -$2.37M -24,317 -0.9%
Brown Advisory
108
Brown Advisory
Maryland
$266M +$10.5M +107,267 +4%
CSIA
109
Charles Schwab Investment Advisory
California
$261M +$575K +5,894 +0.2%
USAA
110
United Services Automobile Association
Texas
$260M +$5.09M +52,109 +2%
AGDR
111
AdamCapital Gestao de Recursos
Brazil
$254M +$61.5M +629,580 +32%
WRF
112
Waddell & Reed Financial
Kansas
$253M -$74.8M -766,672 -23%
Russell Investments Group
113
Russell Investments Group
United Kingdom
$251M -$34.8M -357,355 -12%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$249M +$12.8M +131,389 +5%
HFS
115
HL Financial Services
Kentucky
$245M +$3.72M +38,104 +2%
Retirement Systems of Alabama
116
Retirement Systems of Alabama
Alabama
$244M – – –
SO
117
STRS Ohio
Ohio
$235M -$21M -215,508 -8%
Toronto Dominion Bank
118
Toronto Dominion Bank
Ontario, Canada
$233M +$1.17M +11,971 +0.5%
N
119
Natixis
France
$229M -$8.42M -86,305 -4%
Aviva
120
Aviva
United Kingdom
$229M -$36.3M -372,227 -14%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$226M -$12.9M -131,834 -5%
KeyBank National Association
122
KeyBank National Association
Ohio
$225M -$3.27M -33,466 -1%
AII
123
AGF Investments Inc
Ontario, Canada
$225M +$4.15M +42,493 +2%
Public Employees Retirement Association of Colorado
124
Public Employees Retirement Association of Colorado
Colorado
$224M -$13.5M -138,800 -6%
JFL
125
Jarislowsky, Fraser Ltd
Quebec, Canada
$223M -$14.1M -144,469 -6%
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5
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