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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 %
CAM
2676
Crestone Asset Management
Colorado
– -$233K -2,080 Closed
JPG
2677
Jordan Park Group
California
– -$226K -2,020 Closed
GC
2678
Garde Capital
Washington
– -$224K -2,000 Closed
MCMT
2679
Moon Capital Management (Tennessee)
Tennessee
– -$224K -2,000 Closed
ROC
2680
River Oaks Capital
Minnesota
– -$224K -2,000 Closed
TFA
2681
Transamerica Financial Advisors
Florida
– -$222K -1,986 Closed
DIP
2682
DT Investment Partners
Pennsylvania
– -$219K -1,961 Closed
Marshall Wace
2683
Marshall Wace
United Kingdom
– -$212K -1,893 Closed
NQWM
2684
Northwest Quadrant Wealth Management
Oregon
– -$201K -1,848 Closed
WG
2685
Winton Group
United Kingdom
– -$205K -1,830 Closed
SL
2686
Summitry LLC
California
– -$203K -1,818 Closed
CRWM
2687
Castle Rock Wealth Management
California
– -$201K -1,813 Closed
FTUS
2688
Flow Traders U.S.
New York
– -$201K -1,794 Closed
MUS
2689
Mitsubishi UFJ Securities
Japan
– -$193K -1,730 Closed
ACP
2690
Arcus Capital Partners
Georgia
– -$133K -1,189 Closed
CFA
2691
Camarda Financial Advisors
Florida
– -$123K -1,102 Closed
FIA
2692
FNY Investment Advisers
New York
– -$111K -1,000 Closed
QT
2693
Quantamental Technologies
New York
– -$96K -855 Closed
CL
2694
CSS LLC
Illinois
– -$92K -819 Closed
SHJ
2695
Sharkey, Howes & Javer
Colorado
– -$51K -460 Closed
TM
2696
Titan Managers
Arizona
– -$35K -315 Closed
MAU
2697
MRA Associates USA
Arizona
– -$29.7K -266 Closed
AP
2698
Advisors Preferred
Maryland
– -$13K -117 Closed
BGIM
2699
Boussard & Gavaudan Investment Management
United Kingdom
– -$2.48M -56 Closed
FCAS
2700
First Command Advisory Services
Texas
– -$2K -17 Closed
104 105 106 107
108