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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 %
William Blair & Company
176
William Blair & Company
Illinois
$157M +$612K +5,428 +0.4%
DC
177
Davenport & Co
Virginia
$155M -$711K -6,298 -0.5%
HTC
178
Haverford Trust Company
Pennsylvania
$154M +$335K +2,968 +0.2%
1832 Asset Management
179
1832 Asset Management
Ontario, Canada
$153M -$15.2M -134,486 -9%
Robeco Institutional Asset Management
180
Robeco Institutional Asset Management
Netherlands
$153M +$19.1M +169,172 +14%
D.E. Shaw & Co
181
D.E. Shaw & Co
New York
$151M -$38.7M -343,149 -20%
PI
182
PineBridge Investments
New York
$150M +$61.8M +547,731 +70%
Axa
183
Axa
France
$147M -$18.7M -166,070 -11%
Citadel Advisors
184
Citadel Advisors
Florida
$147M -$86.9M -769,849 -37%
PI
185
PGGM Investments
Netherlands
$144M +$4.47M +39,593 +3%
SEI Investments
186
SEI Investments
Pennsylvania
$142M -$38M -336,373 -21%
CA
187
Cortland Advisers
Delaware
$140M -$10.9M -96,792 -7%
MSL
188
Mackay Shields LLC
New York
$136M -$4.67M -41,342 -3%
HighTower Advisors
189
HighTower Advisors
Illinois
$135M +$4.16M +36,827 +3%
SB
190
Suntrust Banks
Georgia
$133M +$1M +8,863 +0.8%
Los Angeles Capital Management
191
Los Angeles Capital Management
California
$133M +$2.18M +19,350 +2%
Two Sigma Investments
192
Two Sigma Investments
New York
$133M +$14.9M +132,075 +13%
AIG
193
American International Group
New York
$133M +$7.29M +64,610 +6%
CB
194
Commerce Bank
Missouri
$133M -$52.1K -462 -0%
Skandinaviska Enskilda Banken (SEB)
195
Skandinaviska Enskilda Banken (SEB)
Sweden
$132M -$11.5M -102,084 -8%
GIBU
196
Gulf International Bank (UK)
United Kingdom
$130M +$4.93M +43,718 +4%
GQG Partners
197
GQG Partners
Florida
$129M +$48.5M +430,330 +60%
Baird Financial Group
198
Baird Financial Group
Wisconsin
$128M +$1.84M +16,254 +1%
BTW
199
Boston Trust Walden
Massachusetts
$128M +$141K +1,250 +0.1%
ASC
200
Atalanta Sosnoff Capital
New York
$127M -$2.35M -20,859 -2%
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