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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$9.54B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.74B
3
BlackRock
BlackRock
New York
$24.5B
4
LPU
Lansdowne Partners (UK)
United Kingdom
$904M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
N
126
Natixis
France
$272M +$61.4M +547,514 +29%
BG
127
Bahl & Gaynor
Ohio
$268M -$110M -974,641 -29%
Toronto Dominion Bank
128
Toronto Dominion Bank
Ontario, Canada
$267M -$4.75M -42,131 -2%
JFL
129
Jarislowsky, Fraser Ltd
Quebec, Canada
$265M -$11.9M -108,944 -4%
KeyBank National Association
130
KeyBank National Association
Ohio
$264M -$2.15M -19,040 -0.8%
AII
131
AGF Investments Inc
Ontario, Canada
$255M -$1.3M -11,477 -0.5%
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$255M +$103K +912 +0%
CI Investments Inc
133
CI Investments Inc
Ontario, Canada
$253M +$57.8M +512,540 +30%
AG
134
Aperio Group
California
$249M +$5.11M +45,307 +2%
Luther King Capital Management (LKCM)
135
Luther King Capital Management (LKCM)
Texas
$246M +$1.6M +14,160 +0.7%
WHG
136
Westwood Holdings Group
Texas
$243M -$11.9M -105,852 -5%
FMI
137
Factory Mutual Insurance
Massachusetts
$241M – – –
M&T Bank
138
M&T Bank
New York
$240M -$5.31M -47,099 -2%
RJFSA
139
Raymond James Financial Services Advisors
Florida
$239M +$19.2M +170,087 +9%
PAMU
140
Pictet Asset Management (UK)
United Kingdom
$235M -$16.5M -146,242 -7%
Calamos Advisors
141
Calamos Advisors
Illinois
$232M +$1.34M +11,867 +0.6%
Renaissance Technologies
142
Renaissance Technologies
New York
$232M +$232M +2,054,913 New
SP
143
Sarasin & Partners
United Kingdom
$230M -$10.5M -93,480 -4%
Treasurer of the State of North Carolina
144
Treasurer of the State of North Carolina
North Carolina
$230M +$72.4M +641,702 +46%
CI
145
Cincinnati Insurance
Ohio
$227M – – –
TG
146
TCW Group
California
$227M -$27.3M -241,857 -11%
HA
147
Homestead Advisers
Virginia
$226M -$16.9M -150,000 -7%
AGDR
148
AdamCapital Gestao de Recursos
Brazil
$222M -$123M -1,091,575 -36%
AC
149
Alleghany Corporation
New York
$220M +$5.64M +50,000 +3%
JPMPWA
150
J.P. Morgan Private Wealth Advisors
California
$218M -$8.99M -79,668 -4%
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6
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