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JPMorgan Chase
JPM

Overview Fund Activity

2,441 hedge funds and large institutions have $277B invested in JPMorgan Chase in 2018 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 967 increasing their positions, 1,099 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,441
Holders Change
+21
Holders Change %
+0.87%
% of All Funds
56.02%
Holding in Top 10
694
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+5.47%
% of All Funds
15.93%
New
131
Increased
967
Reduced
1,099
Closed
81
Calls
$3.22B
Puts
$3.32B
Net Calls
-$107M
Net Calls Change
+$1.68B

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
$1.86B
2
O
OppenheimerFunds
New York
$995M
3
UBS Group
UBS Group
Switzerland
$1.99B
4
Deutsche Bank
Deutsche Bank
Germany
$1.85B
5
Vanguard Group
Vanguard Group
Pennsylvania
$28B

Top Sellers

1
State Street
State Street
Massachusetts
$17.3B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$837M
3
Capital Research Global Investors
Capital Research Global Investors
California
$2.92B
4
LPU
Lansdowne Partners (UK)
United Kingdom
$1.49B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$9.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$28B +$293M +2,664,876 +1%
BlackRock
2
BlackRock
New York
$25.1B +$179M +1,627,006 +0.7%
State Street
3
State Street
Massachusetts
$17.3B -$1.16B -10,563,671 -6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$9.6B -$430M -3,912,799 -4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$8B -$174M -1,583,333 -2%
Capital World Investors
6
Capital World Investors
California
$7.16B -$348M -3,166,815 -5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$6.33B +$90.9M +826,780 +1%
Bank of America
8
Bank of America
North Carolina
$5.58B -$113M -1,023,600 -2%
Northern Trust
9
Northern Trust
Illinois
$5.21B -$144M -1,305,044 -3%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$4.6B -$413M -3,753,175 -8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.26B +$187M +1,701,717 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.09B -$139M -1,266,657 -3%
Ameriprise
13
Ameriprise
Minnesota
$3.95B -$118M -1,075,153 -3%
Morgan Stanley
14
Morgan Stanley
New York
$3.69B -$177M -1,610,997 -5%
Norges Bank
15
Norges Bank
Norway
$3.43B -$45.5M -413,946 -1%
Wells Fargo
16
Wells Fargo
California
$3.09B -$113M -1,025,075 -4%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$3.05B -$28.2M -256,842 -0.9%
Capital Research Global Investors
18
Capital Research Global Investors
California
$2.92B -$573M -5,212,810 -16%
Dodge & Cox
19
Dodge & Cox
California
$2.78B -$50.9M -463,129 -2%
Franklin Resources
20
Franklin Resources
California
$2.67B -$321M -2,914,474 -11%
Goldman Sachs
21
Goldman Sachs
New York
$2.56B +$164M +1,491,483 +7%
Primecap Management
22
Primecap Management
California
$2.56B -$10.7M -97,385 -0.4%
Invesco
23
Invesco
Georgia
$2.39B -$158M -1,440,841 -6%
Capital International Investors
24
Capital International Investors
California
$2.12B +$95.4M +867,119 +5%
UBS Group
25
UBS Group
Switzerland
$1.99B +$417M +3,792,833 +26%
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