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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 %
SG Americas Securities
151
SG Americas Securities
New York
$179M +$5.04M +51,621 +3%
HNB
152
Huntington National Bank
Ohio
$174M +$509K +5,212 +0.3%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$166M +$2.75M +28,122 +2%
SOMRS
154
State of Michigan Retirement System
Michigan
$162M +$12.7M +130,100 +8%
SEI Investments
155
SEI Investments
Pennsylvania
$159M +$23.5M +217,411 +17%
RFC
156
Regions Financial Corp
Alabama
$155M -$2.72M -27,842 -2%
1832 Asset Management
157
1832 Asset Management
Ontario, Canada
$153M +$20.3M +208,632 +15%
ACI
158
AMP Capital Investors
Australia
$150M +$3.67M +37,910 +3%
RCAMU
159
Rothschild & Co Asset Management US
Connecticut
$150M -$448K -4,589 -0.3%
Caisse de Depot et Placement du Quebec (CDPQ)
160
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$147M -$4.91M -50,293 -3%
VIP
161
Vantage Investment Partners
Missouri
$147M +$53.3M +546,435 +57%
AC
162
Alleghany Corporation
New York
$146M -$43.7M -448,000 -23%
Envestnet Asset Management
163
Envestnet Asset Management
Illinois
$142M +$137M +1,400,760 +2,406%
William Blair & Company
164
William Blair & Company
Illinois
$141M +$5.51M +56,490 +4%
Baird Financial Group
165
Baird Financial Group
Wisconsin
$139M +$28.5M +291,993 +26%
SCCM
166
Schafer Cullen Capital Management
New York
$136M -$2.91M -29,836 -2%
DC
167
Davenport & Co
Virginia
$134M -$385K -3,946 -0.3%
HTC
168
Haverford Trust Company
Pennsylvania
$133M +$266K +2,724 +0.2%
Robeco Institutional Asset Management
169
Robeco Institutional Asset Management
Netherlands
$133M +$285K +2,926 +0.2%
Bank of Nova Scotia
170
Bank of Nova Scotia
Ontario, Canada
$130M +$26M +266,031 +25%
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$129M -$8.76M -89,722 -6%
CIBC World Market
172
CIBC World Market
Ontario, Canada
$128M -$33.4M -342,351 -21%
SCM
173
Steadfast Capital Management
New York
$125M +$125M +1,278,432 New
PI
174
PGGM Investments
Netherlands
$124M – – –
EAM
175
Eagle Asset Management
Florida
$124M -$13.6M -138,808 -10%
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