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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 %
KBC Group
151
KBC Group
Belgium
$216M -$11M -97,798 -5%
Millennium Management
152
Millennium Management
New York
$215M +$115M +1,020,120 +115%
Public Sector Pension Investment Board (PSP Investments)
153
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$215M +$31.8M +281,964 +17%
SBAM
154
Santa Barbara Asset Management
California
$209M -$1.7M -15,077 -0.8%
DekaBank Deutsche Girozentrale
155
DekaBank Deutsche Girozentrale
Germany
$208M -$400K -3,449 -0.2%
GIA
156
Gateway Investment Advisers
Ohio
$207M -$11.2M -99,233 -5%
BWA
157
Brave Warrior Advisors
New York
$202M +$369K +3,272 +0.2%
SG Americas Securities
158
SG Americas Securities
New York
$201M +$130M +1,155,948 +185%
HNB
159
Huntington National Bank
Ohio
$200M -$102K -905 -0.1%
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$189M +$8.78M +77,782 +5%
CIBC World Market
161
CIBC World Market
Ontario, Canada
$186M +$31M +275,097 +20%
RFC
162
Regions Financial Corp
Alabama
$182M -$3.66M -32,471 -2%
Bessemer Group
163
Bessemer Group
New Jersey
$182M -$19.8M -175,909 -10%
CBT
164
Capital Bank & Trust
California
$178M -$9.01M -79,843 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
165
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$176M +$35.1M +310,993 +25%
GT
166
Glenmede Trust
Pennsylvania
$174M -$5.57M -49,351 -3%
ACI
167
AMP Capital Investors
Australia
$173M -$14.8M -129,304 -8%
RCAMU
168
Rothschild & Co Asset Management US
Connecticut
$173M +$5.52M +48,914 +3%
SOMRS
169
State of Michigan Retirement System
Michigan
$173M -$73.5M -651,115 -30%
Two Sigma Advisers
170
Two Sigma Advisers
New York
$167M +$87.6M +776,300 +110%
AL
171
AJO LP
Pennsylvania
$161M -$132M -1,172,022 -45%
SCCM
172
Schafer Cullen Capital Management
New York
$160M -$8.29M -73,504 -5%
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$160M +$8.72M +77,320 +6%
EIP
174
Epoch Investment Partners
New York
$160M +$91.4K +810 +0.1%
EAM
175
Eagle Asset Management
Florida
$159M -$2.49M -22,101 -2%
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