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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 %
Teacher Retirement System of Texas
201
Teacher Retirement System of Texas
Texas
$123M -$21.9M -193,772 -15%
First Trust Advisors
202
First Trust Advisors
Illinois
$122M -$48.1M -426,036 -28%
AA
203
ALPS Advisors
Colorado
$122M +$946K +8,383 +0.8%
CWM
204
CIBC World Markets
New York
$122M +$47.7M +422,488 +64%
LPL Financial
205
LPL Financial
California
$122M +$6.84M +60,580 +6%
Nuveen Asset Management
206
Nuveen Asset Management
Illinois
$121M +$8.63M +76,439 +8%
Bank of Nova Scotia
207
Bank of Nova Scotia
Ontario, Canada
$120M +$43.6M +386,637 +57%
JWBC
208
John W. Bristol & Co
New York
$118M -$1.91M -16,944 -2%
ACM
209
Argent Capital Management
Missouri
$117M -$398K -3,530 -0.3%
Lazard Asset Management
210
Lazard Asset Management
New York
$116M +$2.82M +24,982 +2%
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
$116M +$1.34M +11,879 +1%
TRSOTSOK
212
Teachers Retirement System of the State of Kentucky
Kentucky
$115M -$7.85M -69,595 -6%
LCS
213
Levin Capital Strategies
New York
$115M -$22.8M -202,262 -17%
Zurich Cantonal Bank
214
Zurich Cantonal Bank
Switzerland
$115M -$2.57M -22,798 -2%
FAM
215
Fred Alger Management
New York
$114M +$33.7M +298,477 +42%
FI
216
Focused Investors
California
$113M -$891K -7,900 -0.8%
CGT
217
Capital Guardian Trust
California
$113M +$3.01M +26,677 +3%
ProShare Advisors
218
ProShare Advisors
Maryland
$112M -$28.6M -253,131 -20%
SC
219
Sculptor Capital
New York
$111M +$111M +982,965 New
CVA
220
Ceredex Value Advisors
Florida
$110M -$17.9M -158,512 -14%
MIM
221
MetLife Investment Management
New Jersey
$110M -$2.78M -24,610 -2%
BCIM
222
British Columbia Investment Management
British Columbia, Canada
$109M -$31.8M -281,456 -23%
VIP
223
Vantage Investment Partners
Missouri
$108M -$40.7M -360,499 -27%
ASRS
224
Arizona State Retirement System
Arizona
$107M +$429K +3,804 +0.4%
Nomura Asset Management
225
Nomura Asset Management
Japan
$106M -$843K -7,474 -0.8%
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