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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 %
RRAM
376
River Road Asset Management
Kentucky
$38.2M +$1.42M +12,099 +4%
PC
377
PM Capital
Australia
$37.8M – – –
CA
378
Commerzbank Aktiengesellschaft
Germany
$37.7M +$6.82M +57,938 +22%
WSFS
379
Wilmington Savings Fund Society
Delaware
$37.6M -$172K -1,460 -0.5%
PR
380
Payden & Rygel
California
$37.2M -$8.9M -75,609 -19%
FT
381
Fiduciary Trust
Massachusetts
$37.2M +$1.48M +12,590 +4%
CAG
382
Crestwood Advisors Group
Massachusetts
$37.2M -$252K -2,141 -0.7%
BIM
383
Bridges Investment Management
Nebraska
$36.8M +$1.43M +12,153 +4%
CM
384
CS McKee
Pennsylvania
$36.6M -$2.24M -19,042 -6%
ANI
385
American National Insurance
Texas
$36.5M – – –
VIA
386
Vantis Investment Advisers
Florida
$36.5M -$19.1M -162,000 -34%
MNBTD
387
Moody National Bank Trust Division
Texas
$36.4M +$71.7K +609 +0.2%
RG
388
Rathbones Group
United Kingdom
$36M +$830K +7,049 +2%
NC
389
Nicholas Company
Wisconsin
$35.7M – – –
NIM
390
Nexus Investment Management
Ontario, Canada
$35.7M -$285K -2,420 -0.8%
EWA
391
EP Wealth Advisors
California
$35.7M -$396K -3,362 -1%
HW
392
Hancock Whitney
Mississippi
$35.7M -$944K -8,024 -3%
BFM
393
Boston Financial Management
Massachusetts
$35.6M -$527K -4,476 -1%
CT
394
Cambridge Trust
Massachusetts
$35.5M +$63.8K +542 +0.2%
CP
395
Cumberland Partners
Ontario, Canada
$35.2M -$11.5M -97,926 -25%
DADC
396
D.A. Davidson & Co
Montana
$35M +$1.24M +10,562 +4%
Mirae Asset Global Investments
397
Mirae Asset Global Investments
South Korea
$35M +$1.3M +11,011 +4%
HCMT
398
Highland Capital Management (Tennessee)
Tennessee
$34.8M -$914K -7,766 -3%
GT
399
Glenview Trust
Kentucky
$34.7M +$793K +6,737 +2%
CIP
400
Chartwell Investment Partners
Pennsylvania
$34.7M -$1.31M -11,099 -4%
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