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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 %
CA
526
Clearstead Advisors
Ohio
$21.5M +$61.6K +523 +0.3%
WIA
527
Wealthstreet Investment Advisors
Texas
$21.5M -$593K -4,688 -3%
GAI
528
General American Investors
New York
$21.5M – – –
SCM
529
Shelton Capital Management
Colorado
$21.4M +$636K +5,400 +3%
CTC
530
Central Trust Company
Missouri
$21.3M -$101K -857 -0.5%
LCM
531
Logan Capital Management
Pennsylvania
$21.3M +$106K +901 +0.5%
SWP
532
Stratos Wealth Partners
Ohio
$21.2M +$264K +2,240 +1%
ACM
533
Azimuth Capital Management
Michigan
$21M -$35.7K -303 -0.2%
FBP
534
Flippin Bruce & Porter
Virginia
$20.9M -$604K -5,129 -3%
FNBT
535
FineMark National Bank & Trust
Florida
$20.9M -$25.4K -216 -0.1%
MIM
536
Marco Investment Management
Georgia
$20.8M -$289K -2,452 -1%
LS
537
Livforsakringsbolaget Skandia
Sweden
$20.7M – – –
Impax Asset Management Group
538
Impax Asset Management Group
United Kingdom
$20.7M – – –
RC
539
Randolph Company
Ohio
$20.6M +$118K +1,005 +0.6%
LBC
540
Lowe Brockenbrough & Co
Virginia
$20.6M +$61.1K +519 +0.3%
M2MC
541
Matthew 25 Management Corp
Pennsylvania
$20.6M – – –
CC
542
Cadinha & Co
Hawaii
$20.5M +$51K +433 +0.2%
CAM
543
Carret Asset Management
New York
$20.4M -$537K -4,564 -3%
SSWM
544
Smith Salley Wealth Management
North Carolina
$20.3M +$854K +7,255 +4%
SRC
545
Shufro Rose & Co
New York
$20.2M -$16.6K -141 -0.1%
CCMIC
546
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$20.2M +$276K +2,349 +1%
GC
547
Guardian Capital
Ontario, Canada
$20M -$1.67M -14,215 -8%
SIC
548
Salem Investment Counselors
North Carolina
$20M +$197K +1,675 +1%
SSB
549
Sandy Spring Bank
Maryland
$19.9M +$315K +2,675 +2%
NRS
550
Neville Rodie & Shaw
New York
$19.8M +$360K +3,060 +2%
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