JPMorgan Chase
JPM
2,600 hedge funds and large institutions have $238B invested in JPMorgan Chase in 2019 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 1,188 increasing their positions, 1,023 reducing their positions, and 92 closing their positions.
43% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 92
16% more repeat investments, than reductions
Existing positions increased: 1,188 | Existing positions reduced: 1,023
2% more capital invested
Capital invested by funds: $233B → $238B (+$5.13B)
0% more funds holding
Funds holding: 2,597 → 2,600 (+3)
0.43% less ownership
Funds ownership: 72.42% → 72% (-0.43%)
18% less funds holding in top 10
Funds holding in top 10: 646 → 532 (-114)
25% less call options, than puts
Call options by funds: $2.2B | Put options by funds: $2.93B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$968M |
| 2 |
BlackRock
New York
|
+$707M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$500M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$473M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$403M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.29B |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$1.01B |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$770M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$728M |
| 5 |
Jennison Associates
New York
|
-$570M |
JPM Hedge Fund Activity: Q1 2019 in Review
2,600 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2019, worth a combined $238B — up 2.2% from $233B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new JPM positions and 92 closed out — a net gain of 40 holders — while 1,188 added to existing stakes and 1,023 trimmed.
The largest buyer was Berkshire Hathaway, adding an estimated $968M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.29B.
- 2,600 institutional investors held JPMorgan Chase (JPM) as of Q1 2019, up from 2,597 in Q4 2018.
- Funds reported $238B of JPMorgan Chase stock for Q1 2019, up 2.2% quarter-over-quarter.
- 132 funds opened new JPMorgan Chase positions in Q1 2019 and 92 closed out, a net change of +40 holders.
- The largest JPMorgan Chase buyer in Q1 2019 was Berkshire Hathaway, an estimated $968M added.
- The largest JPMorgan Chase seller in Q1 2019 was T. Rowe Price Associates, an estimated $1.29B sold.
Based on aggregated 13F filings for Q1 2019.