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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 %
TIP
701
Torray Investment Partners
Maryland
$12.2M -$13.7K -116 -0.1%
DMIC
702
Dixon Mitchell Investment Counsel
British Columbia, Canada
$12.1M -$96.4K -819 -0.8%
SWM
703
SVA Wealth Management
Wisconsin
$12.1M -$49.9K -424 -0.4%
RCP
704
Rothschild Capital Partners
New York
$12.1M – – –
QI
705
QV Investors
Alberta, Canada
$12.1M -$6.5M -55,260 -35%
TU
706
TDAM USA
Ontario, Canada
$12.1M -$60.3K -512 -0.5%
MCM
707
Murphy Capital Management
New Jersey
$12.1M +$3.06K +26 +0%
MC
708
Moors & Cabot
Massachusetts
$12.1M +$1.57M +13,279 +15%
HF
709
HRT Financial
New York
$12M -$18.6M -158,211 -61%
SMH
710
Sanders Morris Harris
Texas
$12M – – –
AIP
711
Ameritas Investment Partners
Nebraska
$12M -$155K -1,313 -1%
BCM
712
BTC Capital Management
Iowa
$12M +$158K +1,342 +1%
OWD
713
Osborn Williams & Donohoe
Ohio
$11.9M +$843K +7,161 +8%
IEFM
714
IQ EQ Fund Management
Ireland
$11.9M +$39.2K +333 +0.3%
RIM
715
Regent Investment Management
Kentucky
$11.9M -$106K -902 -0.9%
CWM
716
Cabot Wealth Management
Massachusetts
$11.9M -$24.6K -209 -0.2%
CTA
717
Colonial Trust Advisors
South Carolina
$11.9M -$129K -1,099 -1%
CA
718
Cetera Advisors
Colorado
$11.8M +$364K +3,090 +3%
ERIM
719
Eagle Ridge Investment Management
Connecticut
$11.8M -$249K -2,118 -2%
MIM
720
Manitou Investment Management
Ontario, Canada
$11.8M +$89.4K +760 +0.8%
DY
721
Dowling & Yahnke
California
$11.8M -$28.5K -242 -0.2%
ZCA
722
Zeke Capital Advisors
Pennsylvania
$11.7M +$145K +1,236 +1%
TCA
723
Teewinot Capital Advisers
New York
$11.7M -$212K -1,800 -2%
GJCM
724
Grand Jean Capital Management
California
$11.7M +$7.55M +64,149 +182%
CIA
725
Choate Investment Advisors
Massachusetts
$11.7M -$116K -989 -1%
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