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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 %
BAS
751
Brown Advisory Securities
Maryland
$11.1M -$727K -6,178 -6%
CC
752
Courier Capital
New York
$11.1M -$100K -891 -0.9%
CEP
753
Chicago Equity Partners
Illinois
$11.1M -$454K -3,856 -4%
OCM
754
Oakwood Capital Management
California
$11.1M -$215K -1,823 -2%
MAM
755
Mark Asset Management
New York
$11.1M +$1.06M +9,000 +11%
GLLW
756
Graves Light Lenhart Wealth
Virginia
$11M +$176K +1,408 +2%
GCA
757
Greenwood Capital Associates
South Carolina
$11M +$1.04M +8,846 +10%
PIM
758
Penobscot Investment Management
Massachusetts
$11M +$168K +1,430 +2%
CCC
759
Cincinnati Casualty Company
Ohio
$10.9M – – –
CSUI
760
Cincinnati Specialty Underwriters Insurance
Ohio
$10.9M – – –
BWFA
761
Baltimore-Washington Financial Advisors
Maryland
$10.9M -$93K -790 -0.8%
GC
762
Gratus Capital
Georgia
$10.9M +$159K +1,347 +1%
CIA
763
Capital Investment Advisors
Georgia
$10.9M +$1.16M +9,882 +12%
PIA
764
Piedmont Investment Advisors
North Carolina
$10.9M +$5.24M +44,541 +93%
RBA
765
Richard Bernstein Advisors
New York
$10.9M – – –
FM
766
Foster & Motley
Ohio
$10.8M -$73.3K -623 -0.7%
IAA
767
Independent Advisor Alliance
North Carolina
$10.8M +$43.5K +365 +0.4%
TTWM
768
TCV Trust & Wealth Management
Virginia
$10.8M +$109K +925 +1%
SPC
769
Sigma Planning Corp
Michigan
$10.7M +$1.49M +12,619 +16%
NCM
770
Novare Capital Management
North Carolina
$10.7M +$280K +2,376 +3%
CEI
771
Clark Estates Inc
New York
$10.7M -$1.77M -15,000 -14%
FG
772
Fiduciary Group
Georgia
$10.6M +$132K +1,118 +1%
TIM
773
Thompson Investment Management
Wisconsin
$10.6M -$77.2K -656 -0.7%
GCM
774
Graham Capital Management
Connecticut
$10.6M -$1.18M -10,000 -10%
CFC
775
Cincinnati Financial Corp
Ohio
$10.6M – – –
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