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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$6.51B
2
BlackRock
BlackRock
New York
$24.9B
3
Dodge & Cox
Dodge & Cox
California
$2.51B
4
Bank of America
Bank of America
North Carolina
$6.41B
5
State Street
State Street
Massachusetts
$17.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
VRS
276
Virginia Retirement Systems
Virginia
$63.2M +$3.75M +31,900 +6%
WJWM
277
Williams Jones Wealth Management
New York
$63.2M +$63.2M +536,714 New
SW
278
SVB Wealth
Massachusetts
$62.5M -$2.23M -18,933 -3%
N
279
Natixis
France
$62.2M +$35.8M +304,519 +136%
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$62.2M -$1.16M -9,851 -2%
RA
281
Rovida Advisors
Florida
$61.7M – – –
MOACM
282
Mutual of America Capital Management
New York
$61.3M -$291K -2,476 -0.5%
William Blair Investment Management
283
William Blair Investment Management
Illinois
$61.2M +$297K +2,525 +0.5%
TAM
284
Todd Asset Management
Kentucky
$60.3M -$273K -2,316 -0.5%
PWLP
285
Prio Wealth Limited Partnership
Massachusetts
$59.1M -$329K -2,797 -0.6%
BCM
286
Basswood Capital Management
New York
$59.1M -$27.2M -231,092 -32%
CWM
287
CIBC World Markets
New York
$58.8M -$21.4M -181,669 -27%
Mariner
288
Mariner
Kansas
$58.7M +$2.51M +21,309 +4%
SDIC
289
South Dakota Investment Council
South Dakota
$58.3M -$1.34M -11,380 -2%
FDCDDQ
290
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.2M -$8.82M -74,976 -13%
MLICM
291
Metropolitan Life Insurance Company (MetLife)
New York
$57M -$875K -7,433 -2%
MHI
292
Miller Howard Investments
New York
$56.9M -$4.95M -42,018 -8%
Millennium Management
293
Millennium Management
New York
$56.6M -$42.6M -362,340 -43%
Rafferty Asset Management
294
Rafferty Asset Management
New York
$56.6M -$10.9M -92,391 -16%
DnB Asset Management
295
DnB Asset Management
Norway
$56.6M +$2.86M +24,299 +5%
Kovitz Investment Group Partners
296
Kovitz Investment Group Partners
Illinois
$55.6M -$21.4M -181,682 -28%
MIH
297
Madison Investment Holdings
Wisconsin
$55.3M +$121K +1,029 +0.2%
BGC
298
Beutel, Goodman & Co
Ontario, Canada
$55.2M -$2.24M -25,206 -4%
SCM
299
Snow Capital Management
Pennsylvania
$55.1M -$6.51M -55,286 -11%
CTB
300
Country Trust Bank
Illinois
$54.9M -$4.28M -36,399 -7%
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