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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 %
CIA
676
CCM Investment Advisers
South Carolina
$13M -$94.2K -800 -0.7%
JAM
677
JCIC Asset Management
Ontario, Canada
$12.9M -$218K -1,850 -2%
FBB
678
Fulton Breakefield Broenniman
Maryland
$12.9M +$143K +1,212 +1%
ACH
679
ArrowMark Colorado Holdings
Colorado
$12.9M -$29.4K -250 -0.2%
CI
680
Cigna Investments
Connecticut
$12.9M +$427K +3,421 +3%
BHIA
681
Birch Hill Investment Advisors
Massachusetts
$12.9M -$152K -1,290 -1%
GI
682
Gradient Investments
Minnesota
$12.8M +$631K +5,359 +5%
CWM
683
Calamos Wealth Management
Illinois
$12.7M -$116K -986 -0.9%
GAM
684
Gotham Asset Management
New York
$12.7M -$1.59M -13,495 -11%
SGK
685
Steigerwald Gordon & Koch
Virginia
$12.7M -$108K -917 -0.8%
YL
686
YCG LLC
Texas
$12.6M +$6.43M +54,676 +104%
VV
687
Verity & Verity
South Carolina
$12.6M +$428K +3,803 +4%
HFS
688
Haverford Financial Services
Pennsylvania
$12.5M -$27K -229 -0.2%
FCBT
689
First Citizens Bank & Trust
North Carolina
$12.5M +$1.44M +12,236 +13%
JMFC
690
J.M. Forbes & Co
Massachusetts
$12.5M +$50.4K +428 +0.4%
SB
691
Simmons Bank
Arkansas
$12.4M -$664K -5,644 -5%
OI
692
Oakbrook Investments
Illinois
$12.4M -$2.48M -21,075 -17%
NPF
693
Norris Perne & French
Michigan
$12.4M +$77.8K +661 +0.6%
WP
694
WealthPLAN Partners
Nebraska
$12.3M +$776K +6,041 +7%
DGHMC
695
Dalton, Greiner, Hartman, Maher & Co
New York
$12.3M +$10.4M +87,970 +530%
BDS
696
Banco de Sabadell
Florida
$12.3M -$836K -7,112 -6%
WTB
697
Washington Trust Bank
Washington
$12.3M -$156K -1,323 -1%
GP
698
Greenline Partners
New York
$12.2M +$143K +1,218 +1%
AC
699
Alley Company
Illinois
$12.2M -$6K -51 -0%
MIA
700
MainStreet Investment Advisors
Illinois
$12.2M +$117K +997 +1%
26 27
28
29 30