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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 %
FMC
951
First Merchants Corp
Indiana
$6.79M -$2.18M -18,509 -24%
HAM
952
Highstreet Asset Management
Ontario, Canada
$6.77M +$262K +2,225 +4%
IPW
953
Inlet Private Wealth
Florida
$6.75M +$188K +1,600 +3%
DWT
954
Dorsey & Whitney Trust
South Dakota
$6.75M +$453K +3,848 +7%
PT
955
Plimoth Trust
Massachusetts
$6.73M -$398K -3,383 -6%
WIS
956
Wright Investors Service
Connecticut
$6.72M +$612K +5,203 +10%
BFO
957
Boston Family Office
Massachusetts
$6.71M -$155K -1,319 -2%
BMM
958
Buffington Mohr McNeal
Idaho
$6.69M +$72.1K +613 +1%
FCT
959
Family Capital Trust
Massachusetts
$6.69M +$47.7K +405 +0.7%
BCAM
960
Boston Common Asset Management
Massachusetts
$6.68M -$7.06M -60,004 -51%
TA
961
Tiedemann Advisors
New York
$6.67M +$4.05M +34,422 +154%
Nomura Holdings
962
Nomura Holdings
Japan
$6.67M -$11.9M -103,892 -64%
GCM
963
Garland Capital Management
Washington
$6.65M -$51.2K -435 -0.8%
VCA
964
Verdence Capital Advisors
Maryland
$6.63M -$483K -4,101 -7%
SCM
965
Schnieders Capital Management
California
$6.6M -$108K -915 -2%
AC
966
Addenda Capital
Quebec, Canada
$6.59M -$24K -204 -0.4%
SC
967
Schulhoff & Co
Ohio
$6.59M -$141K -1,200 -2%
TCM
968
Telos Capital Management
California
$6.58M +$156K +1,326 +2%
DSC
969
Duncker Streett & Co
Missouri
$6.56M +$134K +1,138 +2%
MCM
970
Mengis Capital Management
Oregon
$6.53M +$54.1K +460 +0.8%
JWM
971
JGP Wealth Management
Oregon
$6.52M +$65.9K +582 +1%
TCM
972
Tran Capital Management
California
$6.51M +$6.51M +55,351 New
MCM
973
Maryland Capital Management
Maryland
$6.51M +$405K +3,445 +7%
AWM
974
Avitas Wealth Management
California
$6.5M +$99.7K +847 +2%
TF
975
Tompkins Financial
New York
$6.48M -$111K -947 -2%
37 38
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