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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 %
JAM
451
Jupiter Asset Management
United Kingdom
$28.4M -$2.55M -21,635 -8%
WTC
452
WhitTier Trust Company
Nevada
$28.3M +$571K +4,852 +2%
SBCM
453
Schwerin Boyle Capital Management
Massachusetts
$28.3M -$202K -1,720 -0.7%
MLL
454
Moody Lynn & Lieberson
Massachusetts
$28M -$146K -1,237 -0.5%
JIR
455
James Investment Research
Ohio
$27.9M -$3.13M -26,585 -10%
PWP
456
Private Wealth Partners
California
$27.8M -$296K -2,514 -1%
MCM
457
MAI Capital Management
Ohio
$27.4M -$863K -7,333 -3%
WIC
458
Willis Investment Counsel
Georgia
$27.4M +$1.7M +14,454 +7%
TAM
459
Taurus Asset Management
New York
$27.3M -$103K -875 -0.4%
Truist Financial
460
Truist Financial
North Carolina
$27.2M -$236K -2,005 -0.9%
BS
461
Banco Santander
Spain
$27.2M -$9.7M -82,405 -26%
SIM
462
Sentry Investment Management
Wisconsin
$27.2M -$652K -5,537 -2%
MCM
463
McKinley Capital Management
Alaska
$27.1M +$22M +187,057 +429%
CRC
464
Curi RMB Capital
Illinois
$27.1M +$69.4K +590 +0.3%
MPWT
465
MassMutual Private Wealth & Trust
Connecticut
$27.1M +$363K +3,081 +1%
CS
466
Central Securities
New York
$27.1M – – –
BB
467
Busey Bank
Illinois
$26.9M +$3.63M +30,856 +16%
MIS
468
Morningstar Investment Services
Illinois
$26.8M -$620K -5,265 -2%
QAM
469
QCI Asset Management
New York
$26.8M +$1.38M +11,713 +5%
CS
470
Cannell & Spears
New York
$26.8M -$349K -2,964 -1%
KFC
471
Klingenstein Fields & Co
New York
$26.8M -$440K -3,737 -2%
SPIA
472
Steward Partners Investment Advisory
New York
$26.7M +$1.01M +8,584 +4%
PF
473
Phoenix Financial
Israel
$26.6M +$26.6M +237,103 New
RIM
474
Redpoint Investment Management
Australia
$26.6M -$628K -5,333 -2%
CSIC
475
Clifford Swan Investment Counsel
California
$26.5M -$304K -2,585 -1%
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