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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 %
Mercer Global Advisors
651
Mercer Global Advisors
Colorado
$14.1M +$2.93M +24,879 +26%
NB
652
NBT Bank
New York
$14M -$295K -2,509 -2%
BCP
653
Blue Chip Partners
Michigan
$14M +$349K +2,963 +3%
EWM
654
Endurance Wealth Management
Rhode Island
$13.9M -$403K -3,425 -3%
LC
655
Loews Corp
New York
$13.9M -$6M -51,000 -30%
KCM
656
Kanawha Capital Management
Virginia
$13.8M +$290K +2,461 +2%
AAP
657
Aristotle Atlantic Partners
Florida
$13.8M +$309K +2,624 +2%
RCM
658
Rockshelter Capital Management
Pennsylvania
$13.7M -$1.69M -14,400 -11%
AHC
659
Adell Harriman & Carpenter
Texas
$13.7M -$128K -1,085 -0.9%
PAM
660
Premier Asset Management
Illinois
$13.7M +$279K +2,374 +2%
AWM
661
AE Wealth Management
Kansas
$13.7M +$785K +6,667 +6%
SCA
662
Stonebridge Capital Advisors
Minnesota
$13.7M -$13.2K -112 -0.1%
MSR
663
Main Street Research
Connecticut
$13.5M +$13.1M +111,677 +3,431%
DBT
664
Dubuque Bank & Trust
Iowa
$13.5M -$325K -2,759 -2%
CK
665
Cohen Klingenstein
New York
$13.4M – – –
TBA
666
Tower Bridge Advisors
Pennsylvania
$13.4M +$897K +6,881 +7%
KCP
667
KDI Capital Partners
North Carolina
$13.4M -$684K -5,811 -5%
MAM
668
Meeder Asset Management
Ohio
$13.4M -$2.34M -19,879 -15%
AP
669
Advisor Partners
California
$13.4M +$1M +8,509 +8%
HR
670
Howe & Rusling
New York
$13.3M +$86.7K +737 +0.7%
FHA
671
First Horizon Advisors
Tennessee
$13.3M -$735K -6,246 -5%
CC
672
Cannell & Co
New York
$13.2M +$971K +8,250 +8%
1IA
673
1834 Investment Advisors
Wisconsin
$13.2M -$240K -2,036 -2%
M
674
MOTCO
Texas
$13.2M +$424K +3,602 +3%
Man Group
675
Man Group
United Kingdom
$13.2M -$884K -7,508 -6%
25 26
27
28 29