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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 %
Skandinaviska Enskilda Banken (SEB)
176
Skandinaviska Enskilda Banken (SEB)
Sweden
$141M +$39.8M +338,132 +39%
SB
177
Suntrust Banks
Georgia
$141M +$1.24M +10,524 +0.9%
Nomura Asset Management
178
Nomura Asset Management
Japan
$140M +$42M +356,785 +43%
SG Americas Securities
179
SG Americas Securities
New York
$140M -$127M -1,076,622 -48%
LPL Financial
180
LPL Financial
California
$139M -$958K -8,137 -0.7%
BTW
181
Boston Trust Walden
Massachusetts
$138M -$690K -5,864 -0.5%
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$137M +$7.01M +59,584 +5%
AAMU
183
AEGON Asset Management (UK)
United Kingdom
$134M +$39.9M +339,419 +42%
Thrivent Financial for Lutherans
184
Thrivent Financial for Lutherans
Minnesota
$133M +$30.9M +262,572 +30%
CA
185
Cortland Advisers
Delaware
$133M +$7.89M +67,068 +6%
CIBC World Market
186
CIBC World Market
Ontario, Canada
$131M -$2.78M -23,629 -2%
CBT
187
Capital Bank & Trust
California
$130M -$14M -119,068 -10%
AA
188
ALPS Advisors
Colorado
$127M -$652K -5,536 -0.5%
Axa
189
Axa
France
$126M -$8M -67,950 -6%
Commonwealth Equity Services
190
Commonwealth Equity Services
Massachusetts
$126M +$1.44M +12,253 +1%
Comerica Bank
191
Comerica Bank
Texas
$125M +$2.63M +21,031 +2%
Renaissance Technologies
192
Renaissance Technologies
New York
$125M -$224M -1,901,595 -64%
TG
193
TCW Group
California
$125M -$14M -119,224 -10%
CVA
194
Ceredex Value Advisors
Florida
$124M -$11M -93,639 -8%
TRSOTSOK
195
Teachers Retirement System of the State of Kentucky
Kentucky
$123M -$2.79M -23,700 -2%
WIM
196
Waverton Investment Management
United Kingdom
$119M -$5.03M -42,752 -4%
JWBC
197
John W. Bristol & Co
New York
$118M -$962K -8,177 -0.8%
Natixis Advisors
198
Natixis Advisors
Massachusetts
$116M +$5.82M +49,410 +5%
CB
199
Cooke & Bieler
Pennsylvania
$115M +$11.3M +95,634 +11%
SC
200
Scotia Capital
Ontario, Canada
$114M -$3.77M -32,074 -3%
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