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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 %
PGIM
926
Pacific Global Investment Management
California
$7.31M -$351K -2,985 -5%
III
927
Independent Investors Inc
New York
$7.29M +$35.3K +300 +0.5%
BWM
928
Buckley Wealth Management
Nevada
$7.28M -$219K -1,862 -3%
ASN
929
Advisory Services Network
Georgia
$7.27M – – –
LWM
930
Lyell Wealth Management
California
$7.26M +$207K +1,757 +3%
RM
931
Resource Management
Louisiana
$7.24M +$19.9K +169 +0.3%
PWW
932
Pettyjohn Wood & White
Virginia
$7.17M -$28.8K -245 -0.4%
GIA
933
GHP Investment Advisors
Colorado
$7.15M -$440K -3,740 -6%
MC
934
MRJ Capital
New York
$7.14M -$82.4K -700 -1%
PL
935
Parkwood LLC
Ohio
$7.13M +$830K +7,056 +13%
SIC
936
Sigma Investment Counselors
Michigan
$7.13M -$15.3K -130 -0.2%
WTFG
937
Wells Trecaso Financial Group
Ohio
$7.07M +$36.8K +313 +0.5%
CC
938
Chicago Capital
Illinois
$7.07M +$16.8K +143 +0.2%
HBT
939
Hills Bank & Trust
Iowa
$7.06M +$15.4K +131 +0.2%
DA
940
Duality Advisers
Florida
$6.94M +$6.94M +58,980 New
LFAS
941
Level Four Advisory Services
Texas
$6.93M -$361K -3,072 -5%
GFA
942
Gifford Fong Associates
California
$6.92M – – –
ISB
943
Iowa State Bank
Iowa
$6.91M +$277K +2,357 +4%
AI
944
Atom Investors
Texas
$6.91M -$9.37M -79,598 -58%
SGCA
945
Steel Grove Capital Advisors
Tennessee
$6.9M -$106K -900 -2%
VanEck Associates
946
VanEck Associates
New York
$6.85M +$1.08M +9,143 +19%
WAS
947
WESPAC Advisors SoCal
California
$6.84M +$14.1K +120 +0.2%
ET
948
Equitable Trust
Tennessee
$6.81M +$226K +1,918 +3%
BVDMP
949
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$6.8M -$9.72M -90,000 -59%
UFG
950
United Fire Group
Iowa
$6.8M – – –
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