JPM icon

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 %
WIM
976
Wittenberg Investment Management
Massachusetts
$6.47M – – –
ECM
977
Exchange Capital Management
Michigan
$6.47M +$555K +4,716 +9%
IIM
978
Ipswich Investment Management
Massachusetts
$6.47M -$73.3K -623 -1%
RC
979
RegentAtlantic Capital
New Jersey
$6.46M +$273K +2,320 +4%
FAT
980
First American Trust
California
$6.46M -$301K -2,561 -4%
SWM
981
Segment Wealth Management
Texas
$6.45M +$109K +930 +2%
AP
982
Archon Partners
New Jersey
$6.41M +$6.41M +54,500 New
JWM
983
Jupiter Wealth Management
Colorado
$6.41M -$268K -2,281 -4%
FDCC
984
Foster Dykema Cabot & Co
Massachusetts
$6.4M -$41.4K -352 -0.6%
GT
985
Greenleaf Trust
Michigan
$6.39M +$310K +2,632 +5%
CCM
986
Crossvault Capital Management
Texas
$6.37M -$509K -4,323 -7%
CB
987
Community Bank
New York
$6.37M +$3.06K +26 +0%
ECM
988
ETrade Capital Management
Virginia
$6.36M -$2.84M -24,160 -31%
RWM
989
Rench Wealth Management
Texas
$6.34M +$452K +3,840 +8%
MC
990
Miramar Capital
Illinois
$6.33M +$99.5K +805 +2%
CBN
991
Cadence Bank NA
Texas
$6.32M -$45.9K -390 -0.7%
BIP
992
Brandes Investment Partners
California
$6.3M -$344K -2,922 -5%
IRF
993
IBM Retirement Fund
New York
$6.3M -$151K -1,284 -2%
CSC
994
Cove Street Capital
California
$6.29M -$1.88M -15,986 -23%
LBD
995
Landsberg Bennett & Dubbaneh
Florida
$6.29M +$6.59K +56 +0.1%
CCMINC
996
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.28M -$56.4K -479 -0.9%
LWCFA
997
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.28M +$1.77K +15 +0%
LWANC
998
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.25M +$163K +1,384 +3%
DR
999
Davis Rea
Ontario, Canada
$6.22M -$1.36M -11,551 -18%
DAS
1000
Dynamic Advisor Solutions
Arizona
$6.22M +$1.88K +16 +0%
38 39
40
41 42