JPM icon

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 %
ZF
2651
Zhang Financial
Michigan
– -$912K -8,153 Closed
F
2652
F3Logic
Minnesota
– -$889K -7,969 Closed
CCA
2653
Catalyst Capital Advisors
New York
– -$827K -7,400 Closed
FAM
2654
Formidable Asset Management
Ohio
– -$659K -5,724 Closed
SF
2655
Summit Financial
New Jersey
– -$628K -5,613 Closed
CANY
2656
Caxton Associates (New York)
New York
– -$611K -5,469 Closed
WFI
2657
West Family Investments
California
– -$525K -4,700 Closed
TRAM
2658
Tuscan Ridge Asset Management
Illinois
– -$520K -4,650 Closed
MF
2659
Magnetar Financial
Illinois
– -$517K -4,625 Closed
AFNAS
2660
American Financial Network Advisory Services
California
– -$462K -4,247 Closed
OGC
2661
Oak Grove Capital
New Hampshire
– -$466K -4,166 Closed
NI
2662
Noked Israel
Israel
– -$458K -4,100 Closed
NC
2663
Noked Capital
Israel
– -$458K -4,100 Closed
BFM
2664
Boothbay Fund Management
New York
– -$455K -4,070 Closed
BAM
2665
Blueshift Asset Management
New Jersey
– -$431K -3,855 Closed
HIM
2666
Hanlon Investment Management
New Jersey
– -$343K -3,066 Closed
NAM
2667
NorthCoast Asset Management
Connecticut
– -$332K -2,969 Closed
GEM
2668
Global Endowment Management
North Carolina
– -$326K -2,920 Closed
ZCM
2669
Zebra Capital Management
Connecticut
– -$312K -2,787 Closed
BBP
2670
Banco BTG Pactual
Brazil
– -$303K -2,713 Closed
RIG
2671
Renaissance Investment Group
Massachusetts
– -$293K -2,629 Closed
OMC
2672
Old Mission Capital
Illinois
– -$283K -2,532 Closed
DCM
2673
Dynamic Capital Management
Jersey
– -$266K -2,377 Closed
NA
2674
Navellier & Associates
Nevada
– -$244K -2,181 Closed
CWA
2675
Clarus Wealth Advisors
Arizona
– -$241K -2,153 Closed
104 105 106
107
108