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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 %
JC
776
JBF Capital
Colorado
$10.6M +$7.06M +60,000 +200%
DP
777
Dearborn Partners
Illinois
$10.5M +$14K +119 +0.1%
EAM
778
Erste Asset Management
Austria
$10.4M +$5.75M +48,850 +123%
BIA
779
Biondo Investment Advisors
Pennsylvania
$10.4M -$97.7K -830 -0.9%
HVIA
780
Hudson Valley Investment Advisors
New York
$10.3M +$34K +289 +0.3%
FMLI
781
Fukoku Mutual Life Insurance
Japan
$10.3M +$588K +5,000 +6%
WCMN
782
Westchester Capital Management (Nebraska)
Nebraska
$10.3M +$65.9K +560 +0.6%
RWP
783
RWA Wealth Partners
Massachusetts
$10.3M -$1.44M -12,209 -12%
MA
784
Montag & Associates
Georgia
$10.3M +$489K +4,152 +5%
WI
785
Wintrust Investments
Illinois
$10.3M +$17.3K +147 +0.2%
SC
786
Skylands Capital
Wisconsin
$10.3M -$506K -4,300 -5%
BC
787
Brinker Capital
Pennsylvania
$10.3M -$459K -3,903 -4%
BII
788
Bainco International Investors
Massachusetts
$10.3M -$280K -2,378 -3%
WBG
789
Wharton Business Group
Pennsylvania
$10.2M -$5.41K -46 -0.1%
LPT
790
Legacy Private Trust
Wisconsin
$10.2M -$207K -1,763 -2%
WAM
791
Winslow Asset Management
Ohio
$10.2M -$1.76M -14,987 -15%
PTC
792
Private Trust Company
Ohio
$10.1M -$39.8K -338 -0.4%
CM
793
Castleark Management
Illinois
$10.1M +$8.69M +73,850 +621%
VWM
794
Venturi Wealth Management
Texas
$10.1M +$280K +2,375 +3%
CCG
795
Cypress Capital Group
Florida
$10.1M +$174K +1,481 +2%
WC
796
Whitney & Co
New York
$10M +$331K +2,568 +3%
QIM
797
Quest Investment Management
Oregon
$10M -$8.59M -73,007 -46%
FTC
798
Farmers Trust Company
Ohio
$10M -$209K -1,777 -2%
LIM
799
Leavell Investment Management
Alabama
$10M +$99.6K +846 +1%
SLI
800
Sumitomo Life Insurance
Japan
$10M -$1.28M -10,862 -11%
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