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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 %
GAB
901
German American Bancorp
Indiana
$7.79M +$219K +1,863 +3%
CCT
902
Chemung Canal Trust
New York
$7.78M +$991K +8,421 +15%
AF
903
Arrow Financial
New York
$7.77M -$229K -1,943 -3%
IWA
904
IBEX Wealth Advisors
New Jersey
$7.77M +$1.1M +9,351 +17%
KWMG
905
King Wealth Management Group
Florida
$7.74M +$357K +3,032 +5%
BFA
906
Bragg Financial Advisors
North Carolina
$7.74M +$213K +1,811 +3%
TC
907
TownSquare Capital
Utah
$7.73M +$1.13M +8,677 +17%
BCM
908
Bourgeon Capital Management
Connecticut
$7.73M +$54.1K +460 +0.7%
BRWA
909
B. Riley Wealth Advisors
Florida
$7.73M -$11.9K -101 -0.2%
BAM
910
Boyar Asset Management
New York
$7.7M +$235 +2 +0%
Hudson Bay Capital Management
911
Hudson Bay Capital Management
Connecticut
$7.65M +$7.65M +65,000 New
WF
912
WoodTrust Financial
Wisconsin
$7.63M +$229K +1,942 +3%
KLWA
913
Kelly Lawrence W & Associates
California
$7.61M – – –
WCM
914
Windward Capital Management
California
$7.6M -$1.53K -13 -0%
TC
915
Telemus Capital
Michigan
$7.6M +$35.5K +302 +0.5%
AW
916
ACG Wealth
Georgia
$7.58M -$1.51M -12,818 -17%
AAS
917
Avantax Advisory Services
Texas
$7.58M +$385K +3,265 +5%
AHC
918
Anderson Hoagland & Co
Missouri
$7.57M -$50.6K -461 -0.7%
HEIP
919
Hudson Edge Investment Partners
New Jersey
$7.54M -$54.1K -460 -0.7%
Westfield Capital Management
920
Westfield Capital Management
Massachusetts
$7.53M -$118K -1,000 -2%
TCOT
921
Trust Company of Toledo
Ohio
$7.46M -$45.8K -389 -0.6%
PTB
922
Pioneer Trust Bank
Oregon
$7.44M -$11.4K -97 -0.2%
RP
923
Rice Partnership
Hawaii
$7.43M +$318K +2,704 +4%
IPGDR
924
Investidor Profissional Gestao de Recursos
Brazil
$7.35M -$1.78M -15,128 -19%
WCM
925
Whitener Capital Management
North Carolina
$7.33M +$122K +1,037 +2%
35 36
37
38 39