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JPMorgan Chase
JPM

Overview Fund Activity

2,630 hedge funds and large institutions have $261B invested in JPMorgan Chase in 2019 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,173 increasing their positions, 1,039 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,630
Holders Change
+36
Holders Change %
+1.39%
% of All Funds
57.21%
Holding in Top 10
605
Holding in Top 10 Change
+76
Holding in Top 10 Change %
+14.37%
% of All Funds
13.16%
New
135
Increased
1,173
Reduced
1,039
Closed
71
Calls
$2.84B
Puts
$3.96B
Net Calls
-$1.12B
Net Calls Change
-$384M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$2.65B
2
Invesco
2
Invesco
Georgia
$2.65B
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$524M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$332M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$282M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$28.2B
2
BlackRock
2
BlackRock
New York
$24.2B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$6.9B
4
LPU
4
Lansdowne Partners (UK)
United Kingdom
$0
5
American Century Companies
5
American Century Companies
Missouri
$897M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$28.2B -$963M -8,614,426 -3%
BlackRock
2
BlackRock
New York
$24.2B -$615M -5,501,429 -2%
State Street
3
State Street
Massachusetts
$16.7B -$75.2M -672,964 -0.4%
Capital World Investors
4
Capital World Investors
California
$8.74B +$153M +1,371,404 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$6.9B -$330M -2,955,060 -5%
Berkshire Hathaway
6
Berkshire Hathaway
Nebraska
$6.65B – – –
Bank of America
7
Bank of America
North Carolina
$6.46B +$5.71M +51,059 +0.1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$6.42B +$140M +1,253,548 +2%
Northern Trust
9
Northern Trust
Illinois
$5.13B -$3.3M -29,507 -0.1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.83B +$111M +990,850 +2%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$4.2B -$55.9M -499,578 -1%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$4.1B -$82.9M -741,431 -2%
Morgan Stanley
13
Morgan Stanley
New York
$3.99B +$218M +1,952,873 +6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.75B -$137M -1,226,386 -4%
Norges Bank
15
Norges Bank
Norway
$3.42B -$16.4M -146,492 -0.5%
Wells Fargo
16
Wells Fargo
California
$3.2B +$30.3M +270,689 +1%
Capital Research Global Investors
17
Capital Research Global Investors
California
$2.92B +$137M +1,223,566 +5%
Dodge & Cox
18
Dodge & Cox
California
$2.79B +$4.79M +42,854 +0.2%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$2.7B +$113M +1,012,883 +4%
Invesco
20
Invesco
Georgia
$2.65B +$754M +6,745,215 +40%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$2.65B +$2.54B +22,754,332 +2,433%
Capital International Investors
22
Capital International Investors
California
$2.59B -$63.8M -570,371 -2%
Primecap Management
23
Primecap Management
California
$2.58B -$8.77M -78,438 -0.3%
Ameriprise
24
Ameriprise
Minnesota
$2.56B -$64M -572,679 -2%
UBS Group
25
UBS Group
Switzerland
$2.41B -$142M -1,271,001 -6%
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