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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 %
CWP
226
Capital Wealth Planning
Florida
$86.4M +$3.27M +26,149 +4%
SCM
227
Sirios Capital Management
Massachusetts
$86.4M -$5.06M -43,033 -6%
SBH
228
Segall Bryant & Hamill
Illinois
$85M -$562K -4,770 -0.7%
SC
229
Sculptor Capital
New York
$84.9M -$28.9M -245,494 -25%
CII
230
Capital International Inc
California
$84.7M +$59M +501,002 +229%
ZIG
231
Zurich Insurance Group
Switzerland
$84.4M +$5.44M +46,243 +7%
NA
232
Neuburgh Advisers
California
$84M +$8.09M +68,748 +11%
XK
233
Xact Kapitalforvaltning
Sweden
$82.7M +$5.94M +50,472 +8%
UCFA
234
United Capital Financial Advisors
Texas
$82.6M -$10.9M -92,798 -12%
NIMC
235
NWQ Investment Management Company
California
$81.9M -$4.29M -36,494 -5%
WBC
236
Westpac Banking Corp
Australia
$81.1M +$6.99M +59,412 +9%
FIM
237
Foresters Investment Management
New York
$80.8M -$12.7M -107,906 -14%
JIM
238
Jupiter Investment Management
United Kingdom
$80.7M -$99.7M -847,011 -55%
PC
239
Polar Capital
United Kingdom
$79.9M -$4.54M -38,600 -5%
GF
240
Gabelli Funds
New York
$79.7M -$3.79M -32,200 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
241
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$79.1M -$52.9M -449,200 -40%
CCM
242
Cullen Capital Management
New York
$79.1M +$1.35M +11,505 +2%
ASRS
243
Arizona State Retirement System
Arizona
$76.9M -$2.06M -17,510 -3%
MVP
244
Miller Value Partners
Florida
$76.5M -$6.61M -56,164 -8%
BCM
245
Becker Capital Management
Oregon
$76.3M -$3.15M -26,790 -4%
WF
246
Welch & Forbes
Massachusetts
$75.8M +$380K +3,233 +0.5%
BCWM
247
Bartlett & Co Wealth Management
Ohio
$75.8M +$47.3M +401,532 +166%
BC
248
Bartlett & Co
Ohio
$75.8M +$47.3M +401,532 +166%
FWIA
249
Fort Washington Investment Advisors
Ohio
$75.2M +$4.11M +34,939 +6%
SOADOR
250
State of Alaska Department of Revenue
Alaska
$74.7M +$26.2M +222,342 +54%
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