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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 %
TEE
801
Tibra Equities Europe
United Kingdom
$9.98M -$3.12M -26,500 -24%
VW
802
Vantage Wealth
California
$9.9M +$113K +959 +1%
LW
803
Linscomb Wealth
Texas
$9.85M +$1.08M +9,219 +12%
BCMO
804
Buckingham Capital Management (Ohio)
Ohio
$9.84M -$131K -1,109 -1%
NWM
805
Nicola Wealth Management
British Columbia, Canada
$9.77M +$235K +2,000 +2%
OAMG
806
Odey Asset Management Group
United Kingdom
$9.74M +$2.56M +21,725 +36%
EVM
807
Evelyn V. Moreno
$9.74M +$827K +7,026 +9%
Carson Wealth (CWM LLC)
808
Carson Wealth (CWM LLC)
Nebraska
$9.7M – – –
AC
809
Alexandria Capital
Virginia
$9.69M -$297K -2,524 -3%
FMBTD
810
First Midwest Bank Trust Division
Illinois
$9.65M +$143K +1,212 +1%
HRC
811
Hoertkorn Richard Charles
$9.63M -$5.89K -50 -0.1%
BOTW
812
Bank of the West
California
$9.62M -$73.1K -621 -0.8%
CWM
813
Circle Wealth Management
New Jersey
$9.62M +$3.24M +27,490 +51%
DLCIG
814
D.L. Carlson Investment Group
New Hampshire
$9.61M -$16.7K -142 -0.2%
CAM
815
Cypress Asset Management
Texas
$9.55M -$96.6K -821 -1%
VFA
816
Valeo Financial Advisors
Indiana
$9.54M -$292K -2,485 -3%
H
817
HoyleCohen
California
$9.54M +$23.7K +201 +0.2%
AAM
818
AR Asset Management
California
$9.54M – – –
B
819
Bailard
California
$9.5M +$31.3K +266 +0.3%
CCM
820
Compton Capital Management
Rhode Island
$9.42M +$17.7K +150 +0.2%
FC
821
Ferris Capital
Massachusetts
$9.41M -$156K -1,323 -2%
BFIM
822
Beese Fulmer Investment Management
Ohio
$9.38M +$2.05M +17,388 +28%
KWM
823
Kingsview Wealth Management
Oregon
$9.37M +$169K +1,439 +2%
KFP
824
KMG Fiduciary Partners
Ohio
$9.36M -$79.9K -679 -0.8%
SFS
825
Strategic Financial Services
New York
$9.36M -$196K -1,665 -2%
31 32
33
34 35