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JPMorgan Chase
JPM

Overview Fund Activity

2,603 hedge funds and large institutions have $270B invested in JPMorgan Chase in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 1,120 increasing their positions, 1,116 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,603
Holders Change
-27
Holders Change %
-1.03%
% of All Funds
57.17%
Holding in Top 10
663
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+9.59%
% of All Funds
14.56%
New
89
Increased
1,120
Reduced
1,116
Closed
95
Calls
$3.4B
Puts
$5.15B
Net Calls
-$1.75B
Net Calls Change
-$630M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$1.2B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$5.08B
3
Capital International Investors
3
Capital International Investors
California
$3.1B
4
Capital World Investors
4
Capital World Investors
California
$9.57B
5
Victory Capital Management
5
Victory Capital Management
Texas
$277M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.51B
2
BlackRock
2
BlackRock
New York
$24.9B
3
Dodge & Cox
3
Dodge & Cox
California
$2.51B
4
Bank of America
4
Bank of America
North Carolina
$6.41B
5
State Street
5
State Street
Massachusetts
$17.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
101
Charles Schwab Investment Advisory
California
$327M +$4.35M +37,001 +1%
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$325M -$4.56M -38,731 -1%
RJFSA
103
Raymond James Financial Services Advisors
Florida
$315M +$16.9M +143,377 +6%
1832 Asset Management
104
1832 Asset Management
Ontario, Canada
$312M +$150M +1,275,310 +92%
Mackenzie Financial
105
Mackenzie Financial
Ontario, Canada
$301M -$24.4M -206,969 -7%
Brown Advisory
106
Brown Advisory
Maryland
$298M -$4.61M -39,206 -2%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$294M -$207M -1,757,700 -41%
AG
108
Aperio Group
California
$290M +$5.54M +47,063 +2%
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$287M +$794K +6,747 +0.3%
Victory Capital Management
110
Victory Capital Management
Texas
$277M +$255M +2,163,605 +1,117%
Retirement Systems of Alabama
111
Retirement Systems of Alabama
Alabama
$276M -$13.3M -112,749 -5%
Pzena Investment Management
112
Pzena Investment Management
New York
$273M -$16.9M -143,662 -6%
Luther King Capital Management (LKCM)
113
Luther King Capital Management (LKCM)
Texas
$273M +$856K +7,277 +0.3%
Toronto Dominion Bank
114
Toronto Dominion Bank
Ontario, Canada
$272M -$266M -2,258,565 -49%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$269M +$2.09M +17,789 +0.8%
SO
116
STRS Ohio
Ohio
$268M -$10.2M -86,312 -4%
KeyBank National Association
117
KeyBank National Association
Ohio
$268M -$1.28M -10,873 -0.5%
Public Employees Retirement Association of Colorado
118
Public Employees Retirement Association of Colorado
Colorado
$267M -$643K -5,467 -0.2%
Diamond Hill Capital Management
119
Diamond Hill Capital Management
Ohio
$259M -$40.7M -345,402 -14%
Lord, Abbett & Co
120
Lord, Abbett & Co
New Jersey
$257M -$26.8M -228,097 -9%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$257M +$23.1M +195,996 +10%
Bank of Nova Scotia
122
Bank of Nova Scotia
Ontario, Canada
$245M +$45.4M +388,497 +23%
GA
123
Greenhaven Associates
New York
$244M -$333M -2,828,963 -58%
M&T Bank
124
M&T Bank
New York
$242M -$3.59M -30,541 -1%
JPMPWA
125
J.P. Morgan Private Wealth Advisors
California
$241M +$8.45M +71,787 +4%
3 4
5
6 7