JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

2,431 hedge funds and large institutions have $256B invested in JPMorgan Chase in 2018 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 1,051 increasing their positions, 1,013 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,431
Holders Change
-10
Holders Change %
-0.41%
% of All Funds
55.73%
Holding in Top 10
623
Holding in Top 10 Change
-71
Holding in Top 10 Change %
-10.23%
% of All Funds
14.28%
New
90
Increased
1,051
Reduced
1,013
Closed
77
Calls
$2.17B
Puts
$3.43B
Net Calls
-$1.26B
Net Calls Change
-$1.15B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$408M
2
CSIA
Charles Schwab Investment Advisory
California
+$279M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$241M
4
Bank of America
Bank of America
North Carolina
+$134M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$134M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.06B
2
EVM
Eaton Vance Management
Massachusetts
-$882M
3
BlackRock
BlackRock
New York
-$523M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$501M
5
Goldman Sachs
Goldman Sachs
New York
-$478M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
151
Alleghany Corporation
New York
$198M – – –
N
152
Natixis
France
$195M +$31.8M +307,152 +19%
SBAM
153
Santa Barbara Asset Management
California
$195M -$4.21M -40,384 -2%
DekaBank Deutsche Girozentrale
154
DekaBank Deutsche Girozentrale
Germany
$190M -$40.5K -383 -0%
BWA
155
Brave Warrior Advisors
New York
$186M +$30.9M +296,464 +20%
Bessemer Group
156
Bessemer Group
New Jersey
$186M -$691K -6,633 -0.4%
HNB
157
Huntington National Bank
Ohio
$185M +$288K +2,767 +0.2%
CI Investments Inc
158
CI Investments Inc
Ontario, Canada
$180M +$54.1M +519,302 +43%
D.E. Shaw & Co
159
D.E. Shaw & Co
New York
$176M +$119M +1,144,903 +212%
CBT
160
Capital Bank & Trust
California
$172M +$5.6M +53,747 +3%
RFC
161
Regions Financial Corp
Alabama
$172M -$2.72M -26,131 -2%
ACI
162
AMP Capital Investors
Australia
$171M +$402K +3,862 +0.2%
Public Sector Pension Investment Board (PSP Investments)
163
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$169M +$43M +412,800 +34%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$166M -$5.4M -51,824 -3%
SEI Investments
165
SEI Investments
Pennsylvania
$166M +$4.9M +46,983 +3%
GT
166
Glenmede Trust
Pennsylvania
$166M -$28.5M -273,452 -15%
Royal London Asset Management
167
Royal London Asset Management
United Kingdom
$161M +$161M +1,546,425 New
First Trust Advisors
168
First Trust Advisors
Illinois
$157M +$1.13M +10,885 +0.7%
1832 Asset Management
169
1832 Asset Management
Ontario, Canada
$156M -$74M -707,131 -32%
SCCM
170
Schafer Cullen Capital Management
New York
$156M -$4.92M -47,229 -3%
RCAMU
171
Rothschild & Co Asset Management US
Connecticut
$155M -$6.83M -65,513 -4%
Axa
172
Axa
France
$153M +$15.4M +147,653 +11%
EAM
173
Eagle Asset Management
Florida
$150M -$1.28M -12,285 -0.8%
Treasurer of the State of North Carolina
174
Treasurer of the State of North Carolina
North Carolina
$145M +$89.6M +859,618 +160%
William Blair & Company
175
William Blair & Company
Illinois
$144M +$538K +5,164 +0.4%
5 6
7
8 9