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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 %
AT
876
Arden Trust
Delaware
$8.25M -$237K -2,011 -3%
CA
877
CapWealth Advisors
Tennessee
$8.24M +$498K +4,233 +6%
BHWM
878
Bar Harbor Wealth Management
New Hampshire
$8.24M -$239K -2,029 -3%
FHB
879
First Hawaiian Bank
Hawaii
$8.21M -$768K -6,525 -9%
NC
880
Northpointe Capital
Michigan
$8.15M -$2.65M -22,501 -25%
IHL
881
Investment House LLC
California
$8.15M +$760K +6,455 +10%
AAM
882
Autus Asset Management
Arizona
$8.12M +$102K +867 +1%
BAC
883
Boys Arnold & Co
North Carolina
$8.08M -$273K -2,318 -3%
KOCAA
884
Knights of Columbus Asset Advisors
Connecticut
$8.08M +$106K +900 +1%
NCM
885
Nelson Capital Management
California
$8.07M +$72K +612 +0.9%
FA
886
Fagan Associates
New York
$8.07M +$79.4K +675 +1%
PCA
887
Private Capital Advisors
Connecticut
$8.06M -$306K -2,600 -4%
OSNBOA
888
Old Second National Bank of Aurora
Illinois
$8.04M -$219K -1,862 -3%
CAM
889
Close Asset Management
United Kingdom
$8.02M +$711K +6,045 +10%
CFA
890
Carroll Financial Associates
North Carolina
$8.02M +$762K +6,479 +11%
MIC
891
Means Investment Company
Maine
$8M +$160K +1,242 +2%
Voloridge Investment Management
892
Voloridge Investment Management
Florida
$7.99M -$29.7M -251,973 -79%
EIM
893
Essex Investment Management
Massachusetts
$7.98M -$167K -1,422 -2%
NG
894
NatWest Group
United Kingdom
$7.98M -$146K -1,241 -2%
BFEC
895
Benjamin F. Edwards & Company
Missouri
$7.97M +$215K +1,829 +3%
NEI
896
Northwest & Ethical Investments
Ontario, Canada
$7.95M -$497K -4,220 -6%
PPSG
897
Princeton Portfolio Strategies Group
New Jersey
$7.94M -$50.6K -430 -0.6%
FC
898
Fulcrum Capital
Washington
$7.94M +$439K +3,730 +6%
BOC
899
Barbara Oil Co
Illinois
$7.89M – – –
LNWWM
900
Laird Norton Wetherby Wealth Management
California
$7.82M +$62.7K +533 +0.8%
34 35
36
37 38