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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 %
AA
476
Ancora Advisors
Ohio
$26.4M -$112K -955 -0.4%
RMDI
477
R.M. Davis Inc
Maine
$26.2M +$823K +6,995 +3%
JIC
478
Johnson Investment Counsel
Ohio
$26.2M +$680K +5,782 +3%
FBA
479
Front Barnett Associates
Illinois
$26.1M -$48.5K -412 -0.2%
AHB
480
Abner Herrman & Brock
New Jersey
$26M -$1.77M -15,009 -6%
HCM
481
Huber Capital Management
California
$25.9M +$924K +7,855 +4%
ABTD
482
Arvest Bank Trust Division
Oklahoma
$25.4M -$747K -6,345 -3%
MME
483
Meag Munich Ergo
Germany
$25.4M +$10.4M +89,059 +70%
WAM
484
World Asset Management
Michigan
$25.3M +$306K +2,596 +1%
PMAM
485
Picton Mahoney Asset Management
Ontario, Canada
$25.3M -$4.56M -38,700 -15%
MIFH
486
Migdal Insurance & Financial Holdings
Israel
$25.3M -$2.35M -19,995 -9%
BA
487
Boston Advisors
Massachusetts
$25.1M -$1.84M -15,599 -7%
NIM
488
Northeast Investment Management
Massachusetts
$25M +$87.3K +742 +0.4%
SFM
489
Soros Fund Management
New York
$25M – – –
NP
490
NS Partners
United Kingdom
$24.9M -$368K -3,124 -1%
CI
491
Clal Insurance
Israel
$24.9M +$353K +3,000 +1%
SAM
492
Silvercrest Asset Management
New York
$24.8M -$75.6K -642 -0.3%
MG
493
Markel Group
Virginia
$24.6M +$2.43M +20,660 +11%
ONB
494
Old National Bancorp
Indiana
$24.6M +$616K +5,231 +3%
Susquehanna International Group
495
Susquehanna International Group
Pennsylvania
$24.5M -$31.4M -266,708 -56%
TCM
496
Twin Capital Management
Pennsylvania
$24.2M +$1.12M +9,502 +5%
NFC
497
Northeast Financial Consultants
Connecticut
$24.2M +$1.47M +12,454 +6%
COPPSERS
498
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24.1M +$1.7M +14,451 +8%
USAA
499
United Services Automobile Association
Texas
$24M -$268M -2,275,003 -92%
FFA
500
First Foundation Advisors
California
$23.9M -$10.4M -88,606 -30%
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