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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 %
ABC
326
Associated Banc-Corp
Wisconsin
$46.6M -$114K -972 -0.2%
GC
327
Guggenheim Capital
Illinois
$46.6M -$11M -93,259 -19%
BAM
328
Barrett Asset Management
New York
$46M -$231K -1,965 -0.5%
CFB
329
Cullen/Frost Bankers
Texas
$45.9M +$843K +7,165 +2%
Rockefeller Capital Management
330
Rockefeller Capital Management
New York
$45.9M -$176M -1,492,155 -79%
FTIOP
331
Fiduciary Trust International of Pennsylvania
Pennsylvania
$45.6M +$1.63M +13,868 +4%
NAM
332
Nissay Asset Management
Japan
$45.1M -$2.25M -19,118 -5%
HP
333
Hosking Partners
United Kingdom
$44.8M -$2.25M -19,105 -5%
CS
334
Candriam SCA
Luxembourg
$44.7M -$58.4K -496 -0.1%
FP
335
Foundry Partners
Minnesota
$44.7M -$3.02M -25,650 -6%
AG
336
Advisor Group
Arizona
$44.5M -$962K -8,173 -2%
VDI
337
Vaughan David Investments
Illinois
$44.4M -$402K -3,413 -0.9%
ELC
338
Edgar Lomax Company
Virginia
$44.3M -$459K -3,900 -1%
JHP
339
James Hambro & Partners
United Kingdom
$44.2M +$44.2M +375,281 New
AC
340
Alleghany Corporation
New York
$43.5M -$71.2M -605,235 -62%
BF
341
BOK Financial
Oklahoma
$43.4M +$1.67M +14,169 +4%
WPC
342
Waters Parkerson & Co
Louisiana
$43.3M -$819K -6,963 -2%
SAM
343
Shell Asset Management
Netherlands
$43.3M -$1.16M -9,854 -3%
B
344
BP
United Kingdom
$43.3M +$4.12M +35,000 +11%
AR
345
Advisory Research
Illinois
$43.1M -$1.46M -12,447 -3%
FCI
346
Financial Counselors Inc
Kansas
$43M +$2.02M +17,191 +5%
ICP
347
Ironvine Capital Partners
Nebraska
$43M +$6.13M +49,595 +17%
QIM
348
Quantitative Investment Management
Virginia
$42.9M +$9.37M +79,648 +28%
PMG
349
Private Management Group
California
$42.5M -$76.5K -650 -0.2%
SCM
350
Sterling Capital Management
North Carolina
$42.3M -$2.43M -20,665 -5%
12 13
14
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