JPMorgan Chase
JPM
2,635 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, 1,174 increasing their positions, 1,042 reducing their positions, and 72 closing their positions.
88% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 72
14% more funds holding in top 10
Funds holding in top 10: 532 → 609 (+77)
13% more repeat investments, than reductions
Existing positions increased: 1,174 | Existing positions reduced: 1,042
9% more capital invested
Capital invested by funds: $238B → $261B (+$22.6B)
1% more funds holding
Funds holding: 2,600 → 2,635 (+35)
0.16% more ownership
Funds ownership: 72% → 72.16% (+0.16%)
28% less call options, than puts
Call options by funds: $2.84B | Put options by funds: $3.96B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$2.51B |
| 2 |
Invesco
Atlanta,
Georgia
|
+$744M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$329M |
| 4 |
Renaissance Technologies
New York
|
+$327M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$267M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$950M |
| 2 |
BlackRock
New York
|
-$607M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$326M |
| 4 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
-$270M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$194M |
JPM Hedge Fund Activity: Q2 2019 in Review
2,635 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q2 2019, worth a combined $261B — up 9.5% from $238B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new JPM positions and 72 closed out — a net gain of 63 holders — while 1,174 added to existing stakes and 1,042 trimmed.
The largest buyer was Nuveen, adding an estimated $2.51B. The largest seller was Vanguard Group, cutting an estimated $950M.
- 2,635 institutional investors held JPMorgan Chase (JPM) as of Q2 2019, up from 2,600 in Q1 2019.
- Funds reported $261B of JPMorgan Chase stock for Q2 2019, up 9.5% quarter-over-quarter.
- 135 funds opened new JPMorgan Chase positions in Q2 2019 and 72 closed out, a net change of +63 holders.
- The largest JPMorgan Chase buyer in Q2 2019 was Nuveen, an estimated $2.51B added.
- The largest JPMorgan Chase seller in Q2 2019 was Vanguard Group, an estimated $950M sold.
Based on aggregated 13F filings for Q2 2019.