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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 %
DIA
401
Dana Investment Advisors
Wisconsin
$34.3M -$1.75M -14,880 -5%
AIM
402
Achmea Investment Management
Netherlands
$34.2M +$2.91M +24,712 +9%
LCS
403
Levin Capital Strategies
New York
$34.1M -$599K -5,093 -2%
ZIC
404
ZWJ Investment Counsel
Georgia
$34.1M +$467K +3,972 +1%
DCM
405
Donaldson Capital Management
Indiana
$33.5M -$502K -4,265 -1%
ISL
406
Ingalls & Snyder LLC
New York
$33.2M +$2.27M +19,279 +7%
RMA
407
Roffman Miller Associates
Pennsylvania
$33.1M -$322K -2,738 -1%
DIA
408
Davidson Investment Advisors
Montana
$33.1M -$68.8K -585 -0.2%
RJT
409
Raymond James Trust
Florida
$33M +$816K +6,937 +3%
AIM
410
Artemis Investment Management
United Kingdom
$32.9M +$2.49M +21,200 +8%
CPSAC
411
Chas P. Smith & Associates (CPS)
Florida
$32.9M -$66.6K -566 -0.2%
FNBOO
412
First National Bank of Omaha
Nebraska
$32.8M -$1.17M -9,923 -3%
NB
413
Norinchukin Bank
Japan
$32.7M +$1.07M +9,082 +3%
PAG
414
Private Advisor Group
New Jersey
$32.7M +$5.14M +43,083 +19%
MML Investors Services
415
MML Investors Services
Massachusetts
$32.3M -$6.72M -57,141 -17%
JAFL
416
Jay A. Fishman Ltd
Michigan
$32M -$670K -5,690 -2%
SI
417
Stephens Inc
Arkansas
$32M -$1.78M -15,121 -5%
BAPIM
418
British Airways Pensions Investment Management
United Kingdom
$31.8M -$2.52M -21,409 -7%
BSA
419
Braun Stacey Associates
New York
$31.6M +$420K +3,565 +1%
TAM
420
Tiverton Asset Management
Delaware
$31.3M +$1.27M +10,793 +4%
ECM
421
Estabrook Capital Management
New York
$31M -$1.03M -8,768 -3%
CIC
422
Carnegie Investment Counsel
Ohio
$31M -$68.8K -585 -0.2%
ST
423
Sabal Trust
Florida
$30.7M +$775K +6,589 +3%
AIM
424
Avity Investment Management
Connecticut
$30.3M +$1.4M +11,882 +5%
DRZID
425
DePrince Race & Zollo Inc (DRZ)
Florida
$30.2M -$1.46M -12,382 -5%
15 16
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