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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
+$903M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$658M
3
Capital International Investors
Capital International Investors
California
+$375M
4
Capital World Investors
Capital World Investors
California
+$373M
5
Victory Capital Management
Victory Capital Management
Texas
+$255M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$753M
2
BlackRock
BlackRock
New York
-$610M
3
Dodge & Cox
Dodge & Cox
California
-$432M
4
Bank of America
Bank of America
North Carolina
-$397M
5
State Street
State Street
Massachusetts
-$375M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
351
WesBanco Bank
West Virginia
$42.1M +$2.93M +24,915 +7%
TH
352
TCTC Holdings
Texas
$41.9M -$113K -960 -0.3%
II
353
IFM Investors
Australia
$41.3M +$14M +119,257 +51%
DCM
354
Dupont Capital Management
Delaware
$41.3M -$5.2M -44,195 -11%
Cambridge Investment Research Advisors
355
Cambridge Investment Research Advisors
Iowa
$40.9M +$1.41M +11,982 +4%
PP
356
Palladium Partners
Virginia
$40.6M +$2.57M +22,767 +7%
SMDAM
357
Sumitomo Mitsui DS Asset Management
Japan
$40.5M +$2.71M +23,066 +7%
First Manhattan
358
First Manhattan
New York
$40.5M -$4.43M -37,607 -10%
Pacer Advisors
359
Pacer Advisors
Pennsylvania
$40.5M +$3.78M +32,083 +10%
PVH
360
Psagot Value Holdings
Israel
$40.2M +$60.7K +516 +0.2%
DILIC
361
Dai-ichi Life Insurance Company
Japan
$40.1M +$469K +3,984 +1%
ADEF
362
Adams Diversified Equity Fund
Maryland
$39.8M +$4.74M +40,300 +14%
GC
363
Giverny Capital
Quebec, Canada
$39.8M +$444K +3,771 +1%
FMW
364
Farr Miller & Washington
District of Columbia
$39.7M +$77.4K +658 +0.2%
GHCM
365
Glen Harbor Capital Management
California
$39.5M +$3.81M +32,352 +11%
SF
366
Synovus Financial
Georgia
$39.2M +$665K +5,647 +2%
PFM
367
Parsec Financial Management
North Carolina
$39M -$814K -6,914 -2%
CG
368
Colony Group
Massachusetts
$38.7M +$455K +3,865 +1%
CTI
369
Community Trust & Investment
Kentucky
$38.6M -$1.12M -9,501 -3%
OPERF
370
Oregon Public Employees Retirement Fund
Oregon
$38.5M -$2.39M -20,323 -6%
SAM
371
Securian Asset Management
Minnesota
$38.5M -$869K -7,387 -2%
RHBC
372
R.H. Bluestein & Co
Michigan
$38.5M +$10.2M +86,874 +36%
OC
373
Oppenheimer & Co
New York
$38.3M +$308K +2,613 +0.8%
EB
374
Eastern Bank
Massachusetts
$38.2M +$732K +6,221 +2%
AC
375
Allstate Corporation
Illinois
$38.2M +$8.53M +72,519 +29%
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