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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.93B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.04B
3
State Street
State Street
Massachusetts
$14.7B
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.94M
5
Deutsche Bank
Deutsche Bank
Germany
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$221M +$370K +3,788 +0.2%
RJFSA
127
Raymond James Financial Services Advisors
Florida
$221M +$13.4M +137,209 +6%
Luther King Capital Management (LKCM)
128
Luther King Capital Management (LKCM)
Texas
$220M +$7.13M +73,045 +3%
Federated Hermes
129
Federated Hermes
Pennsylvania
$219M -$20.1M -205,417 -8%
AG
130
Aperio Group
California
$213M -$3.12M -31,996 -1%
FMI
131
Factory Mutual Insurance
Massachusetts
$208M – – –
SBAM
132
Santa Barbara Asset Management
California
$208M +$27.3M +279,816 +15%
Canada Pension Plan Investment Board
133
Canada Pension Plan Investment Board
Ontario, Canada
$206M -$104M -1,063,457 -34%
DekaBank Deutsche Girozentrale
134
DekaBank Deutsche Girozentrale
Germany
$204M +$29.4M +301,088 +17%
M&T Bank
135
M&T Bank
New York
$204M -$3.61M -37,005 -2%
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$200M +$784K +8,033 +0.4%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$200M -$142M -1,453,369 -42%
Aberdeen Group
138
Aberdeen Group
United Kingdom
$198M -$48.8M -503,024 -20%
JPMPWA
139
J.P. Morgan Private Wealth Advisors
California
$198M +$8.58M +87,849 +5%
CI
140
Cincinnati Insurance
Ohio
$196M – – –
WHG
141
Westwood Holdings Group
Texas
$194M -$16.9M -173,154 -8%
BWA
142
Brave Warrior Advisors
New York
$189M +$14.2M +145,031 +8%
TG
143
TCW Group
California
$185M -$11.2M -114,481 -6%
Calamos Advisors
144
Calamos Advisors
Illinois
$184M -$17.5M -179,093 -9%
Public Sector Pension Investment Board (PSP Investments)
145
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$183M -$2.37M -24,300 -1%
SP
146
Sarasin & Partners
United Kingdom
$183M -$16M -163,777 -8%
Royal London Asset Management
147
Royal London Asset Management
United Kingdom
$182M +$182M +1,883,715 New
HA
148
Homestead Advisers
Virginia
$181M -$14.6M -150,000 -8%
CI Investments Inc
149
CI Investments Inc
Ontario, Canada
$180M -$38.1M -390,540 -17%
GIA
150
Gateway Investment Advisers
Ohio
$179M +$271K +2,777 +0.2%
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