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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 %
NA
426
NewEdge Advisors
Louisiana
$30.2M +$6.16M +52,166 +26%
IC
427
InterOcean Capital
Illinois
$30.2M +$2.6M +22,119 +9%
WCM
428
Wedge Capital Management
North Carolina
$30.1M -$156K -1,323 -0.5%
KB
429
Kimelman & Baird
New York
$30M -$444K -3,770 -1%
NSIM
430
North Star Investment Management
Illinois
$29.9M +$208K +1,770 +0.7%
IC
431
Inverness Counsel
New York
$29.6M -$7.98M -67,808 -21%
TAF
432
Tredje AP-fonden
Sweden
$29.6M -$552K -4,689 -2%
JCM
433
Janney Capital Management
Pennsylvania
$29.5M +$7.94M +67,459 +37%
NMERB
434
New Mexico Educational Retirement Board
New Mexico
$29.5M -$2.13M -18,100 -7%
CTA
435
Carillon Tower Advisers
Florida
$29.4M -$5.93M -50,362 -17%
PGEBT
436
Pactiv General Employee Benefit Trust
Illinois
$29.4M – – –
DAM
437
Davis Asset Management
California
$29.4M – – –
MHC
438
Meyer Handelman Company
New York
$29.3M -$24.7K -210 -0.1%
BPB
439
Badgley, Phelps & Bell
Washington
$29.2M +$914K +7,770 +3%
NAM
440
North American Management
Massachusetts
$29.2M +$127K +1,080 +0.4%
MAA
441
Matrix Asset Advisors
New York
$29.1M -$376K -3,197 -1%
SIA
442
Sit Investment Associates
Minnesota
$29M +$327K +2,775 +1%
CCP
443
Clough Capital Partners
Massachusetts
$29M +$7.32M +62,200 +34%
HIMC
444
Heritage Investors Management Corp
Maryland
$28.9M -$415K -3,525 -1%
MPI
445
Mairs & Power Inc
Minnesota
$28.9M -$220K -1,870 -0.8%
CNAM
446
Campbell Newman Asset Management
Wisconsin
$28.8M -$37.7K -320 -0.1%
SPC
447
Stewart & Patten Company
California
$28.8M -$272K -2,314 -0.9%
Jane Street
448
Jane Street
New York
$28.7M -$68.2M -579,395 -70%
BHC
449
Bowen Hanes & Co
Florida
$28.7M -$134K -1,135 -0.5%
WIM
450
Weitz Investment Management
Nebraska
$28.7M – – –
16 17
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