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JPMorgan Chase
JPM

Overview Fund Activity

2,603 hedge funds and large institutions have $270B invested in JPMorgan Chase in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 1,120 increasing their positions, 1,116 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,603
Holders Change
-27
Holders Change %
-1.03%
% of All Funds
57.17%
Holding in Top 10
663
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+9.59%
% of All Funds
14.56%
New
89
Increased
1,120
Reduced
1,116
Closed
95
Calls
$3.4B
Puts
$5.15B
Net Calls
-$1.75B
Net Calls Change
-$630M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$1.2B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$5.08B
3
Capital International Investors
3
Capital International Investors
California
$3.1B
4
Capital World Investors
4
Capital World Investors
California
$9.57B
5
Victory Capital Management
5
Victory Capital Management
Texas
$277M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.51B
2
BlackRock
2
BlackRock
New York
$24.9B
3
Dodge & Cox
3
Dodge & Cox
California
$2.51B
4
Bank of America
4
Bank of America
North Carolina
$6.41B
5
State Street
5
State Street
Massachusetts
$17.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
151
Regions Financial Corp
Alabama
$182M -$1.46M -12,432 -0.8%
AII
152
AGF Investments Inc
Ontario, Canada
$180M -$4.42M -37,568 -2%
SOMRS
153
State of Michigan Retirement System
Michigan
$174M -$930K -7,900 -0.5%
Acadian Asset Management
154
Acadian Asset Management
Massachusetts
$172M -$72M -611,613 -29%
HighTower Advisors
155
HighTower Advisors
Illinois
$172M +$4.1M +34,854 +2%
Lazard Asset Management
156
Lazard Asset Management
New York
$171M +$35.1M +298,396 +26%
PAM
157
Panagora Asset Management
Massachusetts
$171M -$2.92M -24,799 -2%
Public Sector Pension Investment Board (PSP Investments)
158
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$171M +$31.6M +268,181 +23%
WHG
159
Westwood Holdings Group
Texas
$169M -$6.07M -51,599 -3%
HTC
160
Haverford Trust Company
Pennsylvania
$167M +$2.42M +20,586 +1%
Treasurer of the State of North Carolina
161
Treasurer of the State of North Carolina
North Carolina
$166M -$72M -611,670 -30%
RCAMU
162
Rothschild & Co Asset Management US
Connecticut
$166M -$3.34M -28,339 -2%
D.E. Shaw & Co
163
D.E. Shaw & Co
New York
$163M +$111M +939,829 +211%
H
164
Hexavest
Quebec, Canada
$160M -$7.53M -63,958 -4%
MMH
165
Menora Mivtachim Holdings
Israel
$159M +$14.3M +121,500 +10%
DC
166
Davenport & Co
Virginia
$156M +$739K +6,530 +0.5%
FMI
167
Factory Mutual Insurance
Massachusetts
$156M +$330K +2,800 +0.2%
EAM
168
Eagle Asset Management
Florida
$155M -$5.2M -44,208 -3%
ACI
169
AMP Capital Investors
Australia
$155M -$7.56M -64,261 -5%
PI
170
PGGM Investments
Netherlands
$155M – – –
Arrowstreet Capital
171
Arrowstreet Capital
Massachusetts
$154M -$143M -1,213,353 -48%
CB
172
Commerce Bank
Missouri
$149M +$5.09M +43,251 +4%
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$148M -$3.88M -32,936 -3%
Robeco Institutional Asset Management
174
Robeco Institutional Asset Management
Netherlands
$142M +$4.44M +37,732 +3%
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$142M +$16.5M +139,875 +13%
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