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JPMorgan Chase
JPM

Overview Fund Activity

2,603 hedge funds and large institutions have $270B invested in JPMorgan Chase in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 1,120 increasing their positions, 1,116 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,603
Holders Change
-27
Holders Change %
-1.03%
% of All Funds
57.17%
Holding in Top 10
663
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+9.59%
% of All Funds
14.56%
New
89
Increased
1,120
Reduced
1,116
Closed
95
Calls
$3.4B
Puts
$5.15B
Net Calls
-$1.75B
Net Calls Change
-$630M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$1.2B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$5.08B
3
Capital International Investors
3
Capital International Investors
California
$3.1B
4
Capital World Investors
4
Capital World Investors
California
$9.57B
5
Victory Capital Management
5
Victory Capital Management
Texas
$277M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.51B
2
BlackRock
2
BlackRock
New York
$24.9B
3
Dodge & Cox
3
Dodge & Cox
California
$2.51B
4
Bank of America
4
Bank of America
North Carolina
$6.41B
5
State Street
5
State Street
Massachusetts
$17.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$29.5B -$245M -2,077,644 -0.8%
BlackRock
2
BlackRock
New York
$24.9B -$610M -5,181,680 -2%
State Street
3
State Street
Massachusetts
$17.2B -$375M -3,184,593 -2%
Capital World Investors
4
Capital World Investors
California
$9.57B +$373M +3,166,016 +4%
Berkshire Hathaway
5
Berkshire Hathaway
Nebraska
$7B – – –
Wellington Management Group
6
Wellington Management Group
Massachusetts
$6.81B +$56.4M +479,277 +0.8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$6.51B -$753M -6,397,619 -10%
Bank of America
8
Bank of America
North Carolina
$6.41B -$397M -3,374,907 -6%
Northern Trust
9
Northern Trust
Illinois
$5.25B -$152M -1,287,533 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$5.15B +$58.4M +496,825 +1%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$5.08B +$658M +5,592,381 +15%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$4.27B -$47.5M -403,946 -1%
Morgan Stanley
13
Morgan Stanley
New York
$4.09B -$110M -937,224 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.9B -$50M -424,471 -1%
Norges Bank
15
Norges Bank
Norway
$3.39B -$217M -1,847,498 -6%
Wells Fargo
16
Wells Fargo
California
$3.37B -$1.46M -12,402 -0%
Capital International Investors
17
Capital International Investors
California
$3.1B +$375M +3,183,866 +14%
Capital Research Global Investors
18
Capital Research Global Investors
California
$3.03B -$41M -348,515 -1%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$2.73B -$116M -985,750 -4%
Ameriprise
20
Ameriprise
Minnesota
$2.72B +$21.9M +185,680 +0.8%
Primecap Management
21
Primecap Management
California
$2.7B -$16.3M -138,125 -0.6%
Invesco
22
Invesco
Georgia
$2.62B -$169M -1,438,800 -6%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$2.56B -$230M -1,953,068 -8%
Dodge & Cox
24
Dodge & Cox
California
$2.51B -$432M -3,669,709 -15%
UBS Group
25
UBS Group
Switzerland
$2.5B -$36M -305,643 -1%
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