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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 %
EGA
551
Eagle Global Advisors
Texas
$19.7M -$13.5K -115 -0.1%
CIM
552
Courant Investment Management
Tennessee
$19.6M -$1.18M -10,000 -6%
CI
553
Capital International
California
$19.5M +$10.2M +86,935 +111%
BCM
554
Bridgeway Capital Management
Texas
$19.4M – – –
DWM
555
Doyle Wealth Management
Florida
$19.4M -$53.9K -458 -0.3%
BCM
556
BTR Capital Management
California
$19.4M -$1.88K -16 -0%
RIL
557
Rothschild Investment LLC
Illinois
$19.4M +$93K +790 +0.5%
KRS
558
Kentucky Retirement Systems
Kentucky
$19.3M +$1.5M +12,772 +8%
CIS
559
Connors Investor Services
Pennsylvania
$19.2M -$35.7K -303 -0.2%
AAIM
560
American Assets Investment Management
California
$19.1M – – –
CF
561
CNA Financial
Illinois
$19.1M -$918K -7,800 -5%
RCM
562
Riverhead Capital Management
Delaware
$18.9M +$2.83M +24,051 +18%
KIA
563
KCM Investment Advisors
California
$18.8M +$169K +1,432 +0.9%
AP
564
Appleton Partners
Massachusetts
$18.7M -$70.7K -601 -0.4%
MI
565
Markston International
New York
$18.7M +$645K +5,478 +4%
V
566
Veritable
Delaware
$18.7M -$504K -4,281 -3%
QI
567
QS Investors
New York
$18.6M -$168K -1,427 -0.9%
PAM
568
Private Asset Management
California
$18.5M -$829K -7,046 -4%
B
569
Barings
North Carolina
$18.4M -$1.5M -12,748 -8%
CCMD
570
Cypress Capital Management (Delaware)
Delaware
$18.2M +$343K +2,918 +2%
WAM
571
Wilsey Asset Management
California
$18.2M +$447K +3,818 +3%
SC
572
SouthState Corp
Florida
$18.2M -$1.33M -11,273 -7%
LSERS
573
Louisiana State Employees Retirement System
Louisiana
$18.1M -$1.05M -8,900 -5%
Two Sigma Investments
574
Two Sigma Investments
New York
$18.1M +$18.1M +153,378 New
WAS
575
Wesleyan Assurance Society
United Kingdom
$18M – – –
21 22
23
24 25