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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 %
FFIC
501
First Fiduciary Investment Counsel
Ohio
$23.9M +$21.9K +186 +0.1%
PFP
502
Pinnacle Financial Partners
Tennessee
$23.8M +$1.6M +13,596 +7%
HSA
503
HBK Sorce Advisory
Pennsylvania
$23.8M -$20K -170 -0.1%
CGH
504
Crossmark Global Holdings
Texas
$23.8M -$2.33M -19,765 -9%
Daiwa Securities Group
505
Daiwa Securities Group
Japan
$23.7M -$777K -6,603 -3%
ATC
506
Argent Trust Co
Tennessee
$23.7M +$426K +3,621 +2%
ACI
507
Alpha Cubed Investments
California
$23.7M +$1.36M +11,521 +6%
RIG
508
Roosevelt Investment Group
New York
$23.6M +$219K +1,857 +0.9%
SYBT
509
Stock Yards Bank & Trust
Kentucky
$23.6M +$25.4K +216 +0.1%
CCM
510
Covington Capital Management
California
$23.6M +$128K +1,089 +0.5%
ACM
511
Advisors Capital Management
New Jersey
$23.2M +$1.12M +9,474 +5%
PCM
512
Palisade Capital Management
New Jersey
$23M +$969K +8,232 +4%
FNT
513
First National Trust
Pennsylvania
$23M +$824K +7,004 +4%
CTA
514
Chesley Taft & Associates
Illinois
$22.5M -$5.8M -49,313 -20%
Credit Agricole
515
Credit Agricole
France
$22.4M +$1.85M +15,738 +9%
CAPTRUST Financial Advisors
516
CAPTRUST Financial Advisors
North Carolina
$22.2M +$20.5K +174 +0.1%
ESBC
517
E.S. Barr & Co
Kentucky
$22.2M +$24.7K +210 +0.1%
BFS
518
Baskin Financial Services
Ontario, Canada
$22.1M +$781K +6,640 +4%
VCM
519
Vigilant Capital Management
Maine
$22.1M +$587K +4,991 +3%
KWILP
520
Kiwi Wealth Investments Limited Partnership
New Zealand
$22.1M +$1.98M +16,856 +10%
DDPIC
521
Deroy & Devereaux Private Investment Counsel
Michigan
$22M -$380K -3,228 -2%
EARNEST Partners
522
EARNEST Partners
Georgia
$21.8M -$1.03M -8,718 -4%
CCM
523
Chilton Capital Management
Texas
$21.8M -$562K -4,779 -3%
BIAS
524
Beacon Investment Advisory Services
New Jersey
$21.7M +$865K +7,348 +4%
DJSG
525
D.J. St. Germain
Massachusetts
$21.6M -$204K -1,730 -0.9%
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