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JPMorgan Chase
JPM

Overview Fund Activity

2,591 hedge funds and large institutions have $233B invested in JPMorgan Chase in 2018 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 1,039 increasing their positions, 1,031 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,591
Holders Change
+147
Holders Change %
+6.01%
% of All Funds
57.82%
Holding in Top 10
642
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
14.33%
New
290
Increased
1,039
Reduced
1,031
Closed
118
Calls
$2.27B
Puts
$3.87B
Net Calls
-$1.61B
Net Calls Change
-$125M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$4.89B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.46B
3
Capital World Investors
3
Capital World Investors
California
$7.05B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$25.3B
5
AIG
5
American International Group
New York
$477M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.93B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.04B
3
State Street
3
State Street
Massachusetts
$14.7B
4
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$1.94M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$25.3B +$418M +4,286,641 +2%
BlackRock
2
BlackRock
New York
$21B -$234M -2,397,605 -1%
State Street
3
State Street
Massachusetts
$14.7B -$616M -6,315,221 -4%
Capital World Investors
4
Capital World Investors
California
$7.05B +$796M +8,158,089 +13%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.04B -$1.21B -12,434,037 -15%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$5.66B +$24.1M +246,904 +0.4%
Bank of America
7
Bank of America
North Carolina
$5.16B -$65.3M -668,508 -1%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$4.93B -$1.31B -13,433,286 -21%
Berkshire Hathaway
9
Berkshire Hathaway
Nebraska
$4.89B +$1.41B +14,451,627 +41%
Northern Trust
10
Northern Trust
Illinois
$4.56B +$80.7M +826,697 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.96B +$178M +1,829,659 +5%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$3.69B -$138M -1,413,886 -4%
Morgan Stanley
13
Morgan Stanley
New York
$3.69B +$26.5M +271,876 +0.7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.37B -$146M -1,492,909 -4%
Ameriprise
15
Ameriprise
Minnesota
$2.99B -$181M -1,855,547 -6%
Norges Bank
16
Norges Bank
Norway
$2.99B -$16M -163,604 -0.5%
Wells Fargo
17
Wells Fargo
California
$2.83B +$101M +1,037,051 +4%
Capital Research Global Investors
18
Capital Research Global Investors
California
$2.46B +$952M +9,747,235 +63%
Dodge & Cox
19
Dodge & Cox
California
$2.42B -$12.5M -128,354 -0.5%
Capital International Investors
20
Capital International Investors
California
$2.32B -$275M -2,813,448 -11%
Primecap Management
21
Primecap Management
California
$2.26B -$7.92M -81,125 -0.3%
Franklin Resources
22
Franklin Resources
California
$2.11B -$214M -2,195,527 -9%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$2.07B -$143M -1,460,911 -6%
UBS Group
24
UBS Group
Switzerland
$1.84B +$34.6M +354,543 +2%
Goldman Sachs
25
Goldman Sachs
New York
$1.76B -$41.4M -424,317 -2%
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