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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
$6.02B
2
BlackRock
BlackRock
New York
$22.5B
3
Bank of America
Bank of America
North Carolina
$5.85B
4
Capital World Investors
Capital World Investors
California
$7.77B
5
UBS Group
UBS Group
Switzerland
$2.31B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.85B
2
Boston Partners
Boston Partners
Massachusetts
$275M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$6.55B
4
Ameriprise
Ameriprise
Minnesota
$2.38B
5
Jennison Associates
Jennison Associates
New York
$839M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$26.4B +$198M +1,957,855 +0.8%
BlackRock
2
BlackRock
New York
$22.5B +$695M +6,864,576 +3%
State Street
3
State Street
Massachusetts
$15.2B -$25.4M -250,676 -0.2%
Capital World Investors
4
Capital World Investors
California
$7.77B +$465M +4,592,405 +6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$6.55B -$757M -7,476,420 -10%
Berkshire Hathaway
6
Berkshire Hathaway
Nebraska
$6.02B +$951M +9,398,538 +19%
Bank of America
7
Bank of America
North Carolina
$5.85B +$491M +4,850,179 +9%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$5.69B -$179M -1,772,946 -3%
Northern Trust
9
Northern Trust
Illinois
$4.65B -$76M -751,115 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.28B +$176M +1,739,528 +4%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$3.85B -$1.27B -12,504,431 -25%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$3.78B -$45.2M -446,104 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.52B +$23M +227,069 +0.7%
Morgan Stanley
14
Morgan Stanley
New York
$3.41B -$413M -4,080,767 -11%
Norges Bank
15
Norges Bank
Norway
$3.12B +$18.8M +185,543 +0.6%
Wells Fargo
16
Wells Fargo
California
$2.87B -$69M -681,420 -2%
Dodge & Cox
17
Dodge & Cox
California
$2.52B +$13.6M +134,367 +0.5%
Capital Research Global Investors
18
Capital Research Global Investors
California
$2.52B -$28M -276,336 -1%
Capital International Investors
19
Capital International Investors
California
$2.4B -$3.97M -39,203 -0.2%
Ameriprise
20
Ameriprise
Minnesota
$2.38B -$715M -7,065,431 -23%
Primecap Management
21
Primecap Management
California
$2.35B +$1.12M +11,100 +0%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$2.35B +$198M +1,960,254 +9%
UBS Group
23
UBS Group
Switzerland
$2.31B +$396M +3,907,015 +21%
Legal & General Group
24
Legal & General Group
United Kingdom
$1.97B +$382M +3,773,751 +24%
Franklin Resources
25
Franklin Resources
California
$1.88B -$304M -3,005,941 -14%
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