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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 %
TNB
726
Thomasville National Bank
Georgia
$11.6M +$1.26M +10,747 +12%
EWM
727
Edge Wealth Management
New York
$11.6M -$435K -3,692 -4%
RI
728
Redwood Investments
Massachusetts
$11.6M -$27.3K -232 -0.2%
FFBTD
729
First Financial Bank - Trust Division
Ohio
$11.6M +$131K +1,114 +1%
SFA
730
Spectrum Financial Alliance
Kentucky
$11.6M -$4.05M -34,431 -26%
1SB
731
1ST Source Bank
Indiana
$11.6M -$205K -1,742 -2%
FBC
732
Fairfield, Bush & Co
Connecticut
$11.5M -$358K -3,043 -3%
GCA
733
Guardian Capital Advisors
Ontario, Canada
$11.5M +$59.7K +527 +0.5%
IA
734
Icon Advisers
Colorado
$11.5M -$13.9M -117,804 -55%
CCP
735
Corient Capital Partners
California
$11.5M +$56.5K +480 +0.5%
UR
736
USCA RIA
Texas
$11.5M +$1.72M +14,580 +18%
SAM
737
Strategy Asset Managers
California
$11.4M -$952K -8,093 -8%
OMC
738
Overbrook Management Corp
New York
$11.4M -$158K -1,344 -1%
NCM
739
Narwhal Capital Management
Georgia
$11.4M -$396K -3,363 -3%
IIM
740
Intact Investment Management
Quebec, Canada
$11.4M – – –
AIA
741
Affinity Investment Advisors
California
$11.4M -$1.61M -13,666 -12%
RWA
742
Ropes Wealth Advisors
Massachusetts
$11.3M -$156K -1,325 -1%
CCFCSB
743
Cape Cod Five Cents Savings Bank
Massachusetts
$11.3M +$28.7K +244 +0.3%
SS
744
Sunbelt Securities
Texas
$11.3M +$7.57M +64,338 +205%
HAG
745
HighPoint Advisor Group
Illinois
$11.2M +$17.3K +133 +0.2%
FNFDCM
746
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$11.2M +$179K +1,517 +2%
CIC
747
Crawford Investment Counsel
Georgia
$11.2M +$1.8M +15,265 +19%
NSEDCP
748
NJ State Employees Deferred Compensation Plan
New Jersey
$11.2M -$942K -8,000 -8%
CAN
749
Cetera Advisor Networks
California
$11.2M -$527K -4,469 -5%
CBOR
750
Community Bank of Raymore
Missouri
$11.2M -$496K -4,210 -4%
28 29
30
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