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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 %
PAM
851
Peak Asset Management
Colorado
$8.76M +$135K +1,150 +2%
MWM
852
Meridian Wealth Management
Kentucky
$8.75M -$129K -1,097 -1%
MRCM
853
M&R Capital Management
New Jersey
$8.73M -$381K -3,240 -4%
6M
854
6 Meridian
Kansas
$8.72M -$219K -1,859 -2%
WSCM
855
Wellington Shields Capital Management
New York
$8.71M -$176K -1,498 -2%
CAM
856
Cresset Asset Management
Illinois
$8.65M -$879K -7,469 -9%
FWM
857
Frontier Wealth Management
Missouri
$8.62M -$32.2K -274 -0.4%
VIP
858
Vantage Investment Partners
Missouri
$8.62M – – –
WKWM
859
Walter & Keenan Wealth Management
Indiana
$8.59M +$812K +6,900 +10%
LMIM
860
Lockheed Martin Investment Management
Maryland
$8.57M -$10.4M -88,440 -55%
AIM
861
AMI Investment Management
Indiana
$8.57M +$523K +4,447 +7%
ECM
862
Everence Capital Management
Indiana
$8.55M – – –
RAM
863
Riggs Asset Management
Pennsylvania
$8.52M -$35.3K -300 -0.4%
FQ
864
First Quadrant
California
$8.46M -$10.8M -92,113 -56%
KPCM
865
Kings Point Capital Management
New York
$8.45M +$974K +8,277 +13%
SIP
866
Stoneridge Investment Partners
Pennsylvania
$8.41M -$441K -3,750 -5%
HC
867
Hendley & Co
Ohio
$8.37M +$18K +153 +0.2%
VAS
868
Vestmark Advisory Solutions
Massachusetts
$8.37M +$958K +8,138 +13%
WFMPM
869
Woodley Farra Manion Portfolio Management
Indiana
$8.33M -$50.5K -429 -0.6%
FIB
870
First Interstate Bank
Montana
$8.32M +$74.5K +633 +0.9%
FPCG
871
Fort Pitt Capital Group
Pennsylvania
$8.31M +$6.58M +55,871 +380%
BBNA
872
Bremer Bank National Association
Minnesota
$8.3M -$300K -2,547 -3%
TAM
873
Tradition Asset Management
Virginia
$8.3M -$4.71K -40 -0.1%
BONST
874
Bank of Nova Scotia Trust
Ontario, Canada
$8.28M +$18.1K +154 +0.2%
JWBC
875
J.W. Burns & Co
New York
$8.27M +$59K +501 +0.7%
33 34
35
36 37