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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 %
BPC
576
Banque Pictet & Cie
Switzerland
$18M +$1.09M +9,234 +6%
HCMNY
577
Howard Capital Management (New York)
New York
$18M -$94.5K -803 -0.5%
FAM
578
Fred Alger Management
New York
$17.9M -$583K -4,951 -3%
RMC
579
Resources Management Corp
Connecticut
$17.9M +$17.9M +151,704 New
Cerity Partners
580
Cerity Partners
New York
$17.8M +$744K +6,322 +4%
FSA
581
Franklin Street Advisors
North Carolina
$17.8M +$123K +1,046 +0.7%
MYAM
582
Meiji Yasuda Asset Management
Japan
$17.6M +$376K +3,197 +2%
IG
583
ING Group
Netherlands
$17.6M -$51.8M -440,248 -75%
Wealthfront Advisers
584
Wealthfront Advisers
California
$17.5M -$54.5K -463 -0.3%
Citadel Advisors
585
Citadel Advisors
Florida
$17.5M -$19M -161,082 -52%
MMA
586
Miracle Mile Advisors
California
$17.3M +$1.96M +16,627 +13%
AMI
587
Amica Mutual Insurance
Rhode Island
$17.3M -$1.66M -14,120 -9%
ECA
588
Endeavour Capital Advisors
Connecticut
$17.2M -$7.9M -67,161 -31%
VC
589
Vestor Capital
Illinois
$17.2M +$579K +4,923 +3%
FLPIM
590
F.L. Putnam Investment Management
Massachusetts
$17.1M +$1.36M +11,580 +9%
PCM
591
Parsons Capital Management
Rhode Island
$17M -$40.7K -346 -0.2%
BIC
592
Beach Investment Counsel
Pennsylvania
$17M -$10.8M -91,900 -39%
NCM
593
Noesis Capital Mangement
Florida
$16.9M -$99.4K -845 -0.6%
OPCM
594
Osborne Partners Capital Management
California
$16.9M -$343K -2,912 -2%
EWM
595
Evercore Wealth Management
New York
$16.8M +$83.7K +711 +0.5%
GMI
596
Greystone Managed Investments
Saskatchewan, Canada
$16.8M -$376K -3,192 -2%
TCOV
597
Trust Company of Vermont
Vermont
$16.8M +$526K +4,472 +3%
UBV
598
United Bank (Virginia)
Virginia
$16.7M -$1.2M -10,222 -7%
WB
599
Webster Bank
Connecticut
$16.6M +$42.1K +358 +0.3%
PA
600
Profund Advisors
Maryland
$16.5M +$2.92M +24,837 +22%
22 23
24
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