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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
1
Berkshire Hathaway
Nebraska
$4.02B
2
Capital International Investors
2
Capital International Investors
California
$3B
3
Morgan Stanley
3
Morgan Stanley
New York
$4.23B
4
State Street
4
State Street
Massachusetts
$17.7B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$232M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$9.54B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.74B
3
BlackRock
3
BlackRock
New York
$24.5B
4
LPU
4
Lansdowne Partners (UK)
United Kingdom
$904M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$28.8B +$7.45M +66,051 +0%
BlackRock
2
BlackRock
New York
$24.5B -$627M -5,554,008 -2%
State Street
3
State Street
Massachusetts
$17.7B +$268M +2,370,968 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$9.54B -$749M -6,636,589 -7%
Capital World Investors
5
Capital World Investors
California
$7.22B -$265M -2,345,788 -4%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$7.22B +$150M +1,332,470 +2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$6.51B +$4.14M +36,655 +0.1%
Bank of America
8
Bank of America
North Carolina
$6.04B +$169M +1,500,905 +3%
Northern Trust
9
Northern Trust
Illinois
$5.17B -$102M -907,327 -2%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$4.43B -$242M -2,145,602 -5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.37B -$28.5M -253,346 -0.6%
Morgan Stanley
12
Morgan Stanley
New York
$4.23B +$366M +3,247,181 +9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$4.07B -$68.4M -606,501 -2%
Berkshire Hathaway
14
Berkshire Hathaway
Nebraska
$4.02B +$4.02B +35,664,767 New
Ameriprise
15
Ameriprise
Minnesota
$3.87B -$171M -1,434,265 -4%
Norges Bank
16
Norges Bank
Norway
$3.47B -$31.1M -275,204 -0.9%
Wells Fargo
17
Wells Fargo
California
$3.16B +$12.7M +112,123 +0.4%
Capital International Investors
18
Capital International Investors
California
$3B +$823M +7,296,691 +38%
Dodge & Cox
19
Dodge & Cox
California
$2.81B -$14.7M -130,450 -0.5%
Franklin Resources
20
Franklin Resources
California
$2.68B -$76M -673,595 -3%
Primecap Management
21
Primecap Management
California
$2.62B -$3.14M -27,867 -0.1%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$2.56B -$425M -3,764,496 -14%
Invesco
23
Invesco
Georgia
$2.25B -$160M -1,414,465 -7%
UBS Group
24
UBS Group
Switzerland
$2.09B +$47.1M +417,198 +2%
Goldman Sachs
25
Goldman Sachs
New York
$2.08B -$29.4M -260,375 -1%
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