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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 %
SHGA
826
Sand Hill Global Advisors
California
$9.35M +$1.25M +10,624 +15%
GP
827
Girard Partners
Pennsylvania
$9.34M -$667K -5,671 -7%
DWA
828
Douglass Winthrop Advisors
New York
$9.3M +$73.4K +624 +0.8%
GW
829
GW & Wade
Massachusetts
$9.27M +$304K +2,584 +3%
MYLI
830
Meiji Yasuda Life Insurance
Japan
$9.22M -$215K -1,823 -2%
CC
831
Cornerstone Capital
California
$9.19M +$1.56M +13,265 +20%
PAIM
832
Punch & Associates Investment Management
Minnesota
$9.19M -$124K -1,050 -1%
ECM
833
ExodusPoint Capital Management
New York
$9.19M +$7.94M +67,480 +639%
SFS
834
Sowell Financial Services
Arkansas
$9.19M +$9.19M +78,041 New
AF
835
Ally Financial
Michigan
$9.18M – – –
APA
836
American Portfolios Advisors
New York
$9.16M -$286K -2,429 -3%
FA
837
FDx Advisors
Illinois
$9.16M -$809K -6,873 -8%
HFM
838
Hartford Financial Management
Connecticut
$9.07M +$10.9K +93 +0.1%
SAM
839
Security Asset Management
New York
$9.06M – – –
BOH
840
Bank of Hawaii
Hawaii
$9.04M -$141K -1,201 -2%
AA
841
Apriem Advisors
California
$8.98M -$406K -3,447 -4%
AI
842
Atria Investments
North Carolina
$8.96M +$2.19M +18,610 +32%
PI
843
Pettee Investors
Connecticut
$8.94M -$97.5K -828 -1%
PPCM
844
Pillar Pacific Capital Management
California
$8.88M -$212K -1,801 -2%
KRSITF
845
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.88M +$916K +7,785 +12%
MERSOM
846
Municipal Employees' Retirement System of Michigan
Michigan
$8.86M +$22.4K +190 +0.3%
IA
847
IFP Advisors
Florida
$8.85M +$8.85M +75,198 New
NIA
848
Northstar Investment Advisors
Colorado
$8.83M +$904K +8,231 +11%
MP
849
MSD Partners
New York
$8.83M – – –
JG
850
Jefferies Group
New York
$8.77M +$1.29M +10,971 +17%
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34
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