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JPMorgan Chase
JPM

Overview Fund Activity

2,431 hedge funds and large institutions have $256B invested in JPMorgan Chase in 2018 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 1,051 increasing their positions, 1,013 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,431
Holders Change
-10
Holders Change %
-0.41%
% of All Funds
55.73%
Holding in Top 10
623
Holding in Top 10 Change
-71
Holding in Top 10 Change %
-10.23%
% of All Funds
14.28%
New
90
Increased
1,051
Reduced
1,013
Closed
77
Calls
$2.17B
Puts
$3.43B
Net Calls
-$1.26B
Net Calls Change
-$1.15B

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$9.5B
2
CSIA
2
Charles Schwab Investment Advisory
California
$279M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$247M
4
Bank of America
4
Bank of America
North Carolina
$5.43B
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$313M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$6.53B
2
EVM
2
Eaton Vance Management
Massachusetts
$875M
3
BlackRock
3
BlackRock
New York
$23.2B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$2.27B
5
Goldman Sachs
5
Goldman Sachs
New York
$1.95B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$26.6B +$39.3M +376,897 +0.1%
BlackRock
2
BlackRock
New York
$23.2B -$523M -5,014,543 -2%
State Street
3
State Street
Massachusetts
$16.1B -$301M -2,889,614 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$9.5B +$408M +3,913,869 +4%
Capital World Investors
5
Capital World Investors
California
$6.92B +$129M +1,237,533 +2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$6.53B -$1.06B -10,144,047 -14%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$6.01B +$9.83M +94,350 +0.2%
Bank of America
8
Bank of America
North Carolina
$5.43B +$134M +1,290,338 +3%
Northern Trust
9
Northern Trust
Illinois
$4.87B -$62M -594,694 -1%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$4.31B -$45.3M -434,997 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.06B +$20.7M +198,829 +0.5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.82B -$60.5M -580,822 -2%
Morgan Stanley
13
Morgan Stanley
New York
$3.57B +$77.2M +741,116 +2%
Ameriprise
14
Ameriprise
Minnesota
$3.53B -$213M -2,041,659 -6%
Norges Bank
15
Norges Bank
Norway
$3.23B -$16.8M -161,292 -0.5%
Wells Fargo
16
Wells Fargo
California
$2.9B -$26.5M -253,973 -0.9%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$2.75B -$139M -1,337,774 -5%
Dodge & Cox
18
Dodge & Cox
California
$2.61B -$20.5M -196,888 -0.8%
Franklin Resources
19
Franklin Resources
California
$2.55B +$20.4M +195,697 +0.8%
Primecap Management
20
Primecap Management
California
$2.42B +$283K +2,720 +0%
Capital Research Global Investors
21
Capital Research Global Investors
California
$2.27B -$501M -4,809,097 -18%
Invesco
22
Invesco
Georgia
$2.23B -$34.8M -333,953 -2%
Capital International Investors
23
Capital International Investors
California
$2.01B +$497K +4,766 +0%
Goldman Sachs
24
Goldman Sachs
New York
$1.95B -$478M -4,590,545 -20%
UBS Group
25
UBS Group
Switzerland
$1.89B -$2.18M -20,953 -0.1%
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