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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 %
OCAM
626
Onex Canada Asset Management
Ontario, Canada
$15.4M -$5.77M -49,042 -27%
CDH
627
Charles D. Hyman
$15.4M +$282K +2,395 +2%
SCA
628
Stillwater Capital Advisors
Pennsylvania
$15.4M -$64.3K -546 -0.4%
SBIA
629
Sheaff Brock Investment Advisors
Indiana
$15.4M +$2.88M +24,473 +23%
BG
630
Bollard Group
Massachusetts
$15.3M +$3.32M +28,189 +28%
AF
631
Alerus Financial
North Dakota
$15.2M -$21.3K -181 -0.1%
CBB
632
Citizens Business Bank
California
$15.2M -$482K -4,095 -3%
TYCC
633
Texas Yale Capital Corp
Florida
$15.2M -$118K -1,000 -0.8%
MC
634
Middleton & Co
Massachusetts
$15.1M -$113K -958 -0.7%
CAI
635
Capital Advisors Inc
Oklahoma
$15M – – –
RC
636
RBO & Co
California
$14.9M +$167K +1,422 +1%
CAM
637
Congress Asset Management
Massachusetts
$14.9M +$299K +2,544 +2%
PP
638
Patten & Patten
Tennessee
$14.8M -$428K -3,639 -3%
TNB
639
TCF National Bank
South Dakota
$14.7M +$14.7M +124,829 New
LIA
640
LS Investment Advisors
Michigan
$14.5M +$1.22M +10,360 +9%
AJ
641
Ashburton (Jersey)
Jersey
$14.5M +$280K +2,377 +2%
HAI
642
Hennessy Advisors Inc
California
$14.5M -$330K -2,800 -2%
PNAA
643
Pictet North America Advisors
Switzerland
$14.4M +$1.1M +9,314 +8%
NMIMC
644
Northwestern Mutual Investment Management Company
Wisconsin
$14.3M -$151K -1,281 -1%
RT
645
Rockland Trust
Massachusetts
$14.2M +$11.8M +105,415 +500%
CGM
646
Capital Growth Management
Massachusetts
$14.1M +$14.1M +120,000 New
RGI
647
River Global Investors
United Kingdom
$14.1M -$321K -2,730 -2%
OC
648
Oakworth Capital
Alabama
$14.1M -$47.7K -405 -0.3%
CANC
649
Culbertson A N & Co
Virginia
$14.1M -$44.7K -380 -0.3%
SM
650
Salzhauer Michael
$14.1M -$1.18M -10,000 -8%
24 25
26
27 28