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
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 %
PSUF
301
People's United Financial
Connecticut
$54.5M -$3.85M -32,728 -7%
TAM
302
Tyers Asset Management
Texas
$54.4M +$5.24M +44,484 +11%
SCA
303
STALEY CAPITAL ADVISERS
Pennsylvania
$54.2M -$745K -6,331 -1%
LTFS
304
Ladenburg Thalmann Financial Services
Florida
$53.6M -$2.87M -24,368 -5%
MSA
305
Mason Street Advisors
Wisconsin
$53.6M -$837K -7,109 -2%
AB
306
Amalgamated Bank
New York
$53M -$1.63M -13,888 -3%
PA
307
Pinnacle Associates
New York
$53M +$83.2K +707 +0.2%
CIBC Asset Management
308
CIBC Asset Management
Ontario, Canada
$52.8M -$2.99M -25,424 -5%
PGFC
309
Peapack-Gladstone Financial Corp
New Jersey
$52.5M -$143K -1,215 -0.3%
PCM
310
Polaris Capital Management
Massachusetts
$52.3M -$106K -900 -0.2%
RCM
311
RNC Capital Management
California
$52M +$169K +1,433 +0.3%
TAM
312
Tocqueville Asset Management
New York
$51.4M -$170K -1,447 -0.3%
AAM
313
Advisors Asset Management
Colorado
$50.9M +$1.15M +9,789 +2%
WT
314
Washington Trust
Rhode Island
$50.6M +$32.1K +257 +0.1%
EDRH
315
Edmond de Rothschild Holding
Switzerland
$50.6M -$8.19M -69,624 -14%
CI
316
Conning Inc
Connecticut
$50.6M -$379K -3,221 -0.7%
HIMCH
317
Hartford Investment Management Co (HIMCO)
Connecticut
$50.5M -$1.62M -13,765 -3%
SCP
318
Seizert Capital Partners
Michigan
$50M -$1.54M -13,113 -3%
LWCA
319
Locust Wood Capital Advisers
New York
$49.7M -$12.6M -106,935 -20%
BAM
320
Berkshire Asset Management
Pennsylvania
$49.4M -$1.69M -14,378 -3%
EOJOAM
321
E. Ohman J:or Asset Management
Sweden
$49.3M +$3.28M +27,900 +7%
PP
322
Paloma Partners
Connecticut
$49.2M -$77M -654,462 -61%
GPA
323
Guidance Point Advisors
Massachusetts
$47.1M -$6.71K -57 -0%
NLGIA
324
Nippon Life Global Investors Americas
New York
$47.1M +$5.37M +45,590 +13%
C
325
Consulta
United Kingdom
$47.1M -$41.2M -350,000 -47%
11 12
13
14 15