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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 %
Mackenzie Financial
101
Mackenzie Financial
Ontario, Canada
$309M -$2.08M -18,620 -0.7%
CSIA
102
Charles Schwab Investment Advisory
California
$307M +$4.71M +42,116 +2%
Mitsubishi UFJ Trust & Banking
103
Mitsubishi UFJ Trust & Banking
Japan
$304M +$1.81M +16,648 +0.6%
JPMorgan Chase & Co
104
JPMorgan Chase & Co
New York
$300M +$2.39M +21,944 +0.8%
Brown Advisory
105
Brown Advisory
Maryland
$287M -$19.1M -171,247 -6%
Diamond Hill Capital Management
106
Diamond Hill Capital Management
Ohio
$285M -$35.6M -318,053 -11%
Boston Partners
107
Boston Partners
Massachusetts
$284M -$19.4M -173,877 -6%
RJFSA
108
Raymond James Financial Services Advisors
Florida
$284M +$12.5M +111,443 +5%
Arrowstreet Capital
109
Arrowstreet Capital
Massachusetts
$282M +$270M +2,418,800 +2,338%
USAA
110
United Services Automobile Association
Texas
$277M -$11.7M -104,215 -4%
Pzena Investment Management
111
Pzena Investment Management
New York
$275M -$49M -438,211 -15%
Retirement Systems of Alabama
112
Retirement Systems of Alabama
Alabama
$275M -$1.3M -11,655 -0.5%
State of Tennessee, Department of Treasury
113
State of Tennessee, Department of Treasury
Tennessee
$272M -$8.47M -75,723 -3%
AG
114
Aperio Group
California
$270M +$15.4M +137,399 +6%
Lord, Abbett & Co
115
Lord, Abbett & Co
New Jersey
$270M -$65.3M -583,761 -19%
CI Investments Inc
116
CI Investments Inc
Ontario, Canada
$265M +$46M +405,076 +21%
SO
117
STRS Ohio
Ohio
$264M -$5.29M -47,322 -2%
Luther King Capital Management (LKCM)
118
Luther King Capital Management (LKCM)
Texas
$258M +$2.54M +22,709 +1%
KeyBank National Association
119
KeyBank National Association
Ohio
$256M -$2.24M -20,041 -0.9%
Toronto Dominion Bank
120
Toronto Dominion Bank
Ontario, Canada
$256M +$119M +2,130,254 +87%
Public Employees Retirement Association of Colorado
121
Public Employees Retirement Association of Colorado
Colorado
$255M -$3.21M -28,672 -1%
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$253M +$1.46M +13,026 +0.6%
SG Americas Securities
123
SG Americas Securities
New York
$253M -$79.8M -713,559 -24%
Federated Hermes
124
Federated Hermes
Pennsylvania
$250M +$1.62M +14,518 +0.7%
Aberdeen Group
125
Aberdeen Group
United Kingdom
$249M -$7.96M -71,233 -3%
3 4
5
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