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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
601
Cullinan Associates
Kentucky
$16.5M +$278K +2,361 +2%
RE
602
RBC Europe
United Kingdom
$16.4M -$498K -4,233 -3%
HLCM
603
Hi-Line Capital Management
South Dakota
$16.4M +$69.1K +587 +0.4%
FAAS
604
First Allied Advisory Services
California
$16.4M +$65K +551 +0.4%
BUB
605
BBVA USA Bancshares
Texas
$16.4M -$380K -3,230 -2%
LG
606
LaFleur & Godfrey
Michigan
$16.3M -$2.26M -19,210 -12%
FMII
607
Farmers & Merchants Investments Inc
Nebraska
$16M +$1.92M +16,274 +14%
CNBT
608
Canandaigua National Bank & Trust
New York
$16M +$292K +2,478 +2%
11A
609
10-15 Associates
New York
$16M -$3.65K -31 -0%
SDJVC
610
St. Denis J. Villere & Co
Louisiana
$15.8M +$269K +2,287 +2%
GIM
611
Grassi Investment Management
California
$15.8M -$203K -1,723 -1%
Jones Financial Companies
612
Jones Financial Companies
Missouri
$15.8M +$420K +3,568 +3%
BBA
613
BLB&B Advisors
Pennsylvania
$15.7M +$112K +948 +0.7%
I
614
IberiaBank
Louisiana
$15.6M -$90.7K -771 -0.6%
CA
615
Callahan Advisors
Texas
$15.6M +$243K +2,062 +2%
TSW
616
Thompson Siegel & Walmsley
Virginia
$15.6M +$511K +4,343 +3%
BBHC
617
Brown Brothers Harriman & Co
New York
$15.6M +$2.73M +23,168 +21%
AUB
618
Atlantic Union Bankshares
Virginia
$15.6M +$43.1K +366 +0.3%
ALAM
619
Asahi Life Asset Management
Japan
$15.6M +$2.95M +25,053 +23%
TCM
620
Tufton Capital Management
Maryland
$15.6M -$155K -1,319 -1%
JPMIA
621
J.P. Marvel Investment Advisors
Massachusetts
$15.5M +$15.5M +132,018 New
CFG
622
Citizens Financial Group
Rhode Island
$15.5M -$191K -1,619 -1%
AFG
623
Albion Financial Group
Utah
$15.5M -$770K -6,544 -5%
CCM
624
Cohen Capital Management
California
$15.5M -$129K -1,100 -0.8%
KA
625
KLCM Advisors
Wisconsin
$15.4M +$259K +2,197 +2%
23 24
25
26 27