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JPMorgan Chase
JPM

Overview Fund Activity

2,594 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, 1,184 increasing their positions, 1,022 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,594
Holders Change
+3
Holders Change %
+0.12%
% of All Funds
56.23%
Holding in Top 10
529
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-17.6%
% of All Funds
11.47%
New
132
Increased
1,184
Reduced
1,022
Closed
92
Calls
$2.2B
Puts
$2.93B
Net Calls
-$735M
Net Calls Change
+$871M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$951M
2
BlackRock
BlackRock
New York
+$695M
3
Bank of America
Bank of America
North Carolina
+$491M
4
Capital World Investors
Capital World Investors
California
+$465M
5
UBS Group
UBS Group
Switzerland
+$396M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.27B
2
Boston Partners
Boston Partners
Massachusetts
-$994M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$757M
4
Ameriprise
Ameriprise
Minnesota
-$715M
5
Jennison Associates
Jennison Associates
New York
-$560M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
201
Comerica Bank
Texas
$102M -$3.51M -33,346 -3%
WIM
202
Waverton Investment Management
United Kingdom
$102M +$1.71M +16,907 +2%
Commonwealth Equity Services
203
Commonwealth Equity Services
Massachusetts
$102M +$5.26M +51,977 +5%
AC
204
Alleghany Corporation
New York
$102M -$50.3M -497,000 -33%
FAF
205
Fjarde Ap-fonden
Sweden
$101M +$20.3M +200,544 +25%
SC
206
Scotia Capital
Ontario, Canada
$101M +$8.13M +80,359 +9%
MSL
207
Mackay Shields LLC
New York
$99.4M -$4.19M -41,396 -4%
FI
208
Focused Investors
California
$98.2M +$405K +4,000 +0.4%
D.E. Shaw & Co
209
D.E. Shaw & Co
New York
$97.1M +$28.4M +280,944 +41%
Nuveen Asset Management
210
Nuveen Asset Management
Illinois
$94.7M -$12.6M -124,611 -12%
MIM
211
MetLife Investment Management
New Jersey
$94.2M -$2.04M -20,194 -2%
AACR
212
ACR Alpine Capital Research
Missouri
$94M +$2.31M +22,850 +3%
SCM
213
Sirios Capital Management
Massachusetts
$90.4M -$7.63M -75,404 -8%
Nomura Asset Management
214
Nomura Asset Management
Japan
$90.2M -$7.45M -73,588 -8%
BFS
215
Bradley Foster & Sargent
Connecticut
$88.8M +$288K +2,841 +0.3%
CB
216
Cooke & Bieler
Pennsylvania
$88.4M -$1.88M -18,535 -2%
Natixis Advisors
217
Natixis Advisors
Massachusetts
$88M +$1.32M +13,003 +2%
BTS
218
BB&T Securities
Virginia
$87.7M +$6.23M +61,530 +8%
DLA
219
Douglas Lane & Associates
New York
$87.4M +$2.15M +21,251 +3%
Macquarie Group
220
Macquarie Group
Australia
$87.4M -$7.93M -78,330 -8%
SCM
221
Smead Capital Management
Arizona
$86.6M -$2.22M -21,978 -3%
Thrivent Financial for Lutherans
222
Thrivent Financial for Lutherans
Minnesota
$86.6M -$2.09M -20,683 -2%
MMH
223
Menora Mivtachim Holdings
Israel
$86.2M +$37.2K +367 +0%
CIP
224
Cornerstone Investment Partners
Georgia
$83.7M -$1.26M -12,428 -1%
BCIM
225
British Columbia Investment Management
British Columbia, Canada
$82.4M -$24.2M -239,188 -23%
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