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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 %
RIM
1001
Rampart Investment Management
Connecticut
$6.22M -$853K -7,249 -12%
BO
1002
BRR OpCo
Ohio
$6.19M -$47.7K -405 -0.8%
HA
1003
Hamel Associates
New Jersey
$6.18M +$185K +1,575 +3%
CCM
1004
CWH Capital Management
Washington
$6.16M -$10.8K -92 -0.2%
XWM
1005
Xcel Wealth Management
Florida
$6.15M -$74.7K -635 -1%
BCA
1006
Bray Capital Advisors
Florida
$6.14M -$265K -2,248 -4%
CHAM
1007
Clear Harbor Asset Management
Connecticut
$6.12M +$535K +4,544 +10%
OAM
1008
Origin Asset Management
United Kingdom
$6.09M -$1.06M -9,000 -15%
CFA
1009
Capstone Financial Advisors
Illinois
$6.06M -$261K -2,215 -4%
HI
1010
Horizon Investments
North Carolina
$6.05M +$4.52M +38,677 +295%
MSDF
1011
Michael & Susan Dell Foundation
New York
$6.02M – – –
BAAM
1012
Baker Avenue Asset Management
California
$6M +$110K +931 +2%
QCG
1013
Quadrant Capital Group
Ohio
$5.98M +$39.5K +337 +0.7%
WS
1014
Wedbush Securities
California
$5.96M +$333K +2,828 +6%
NPT
1015
Nixon Peabody Trust
Massachusetts
$5.96M +$509K +4,322 +9%
ANBT
1016
American National Bank & Trust
Texas
$5.96M +$33.7K +286 +0.6%
GIM
1017
Goelzer Investment Management
Indiana
$5.94M -$35.4K -301 -0.6%
VAS
1018
Valicenti Advisory Services
New York
$5.92M -$54.6K -464 -0.9%
GJIC
1019
Gamble Jones Investment Counsel
California
$5.92M +$223K +1,899 +4%
ACM
1020
Adalta Capital Management
New York
$5.92M +$67.4K +573 +1%
AIM
1021
ARGA Investment Management
Connecticut
$5.91M +$34.2K +291 +0.6%
AWP
1022
Ascent Wealth Partners
New York
$5.89M -$12.2K -104 -0.2%
CRCM
1023
Crystal Rock Capital Management
Illinois
$5.88M -$1.65M -14,050 -22%
CIM
1024
Cambria Investment Management
California
$5.86M -$45.1K -383 -0.8%
DA
1025
Denali Advisors
California
$5.84M +$5.39M +45,800 +1,205%
39 40
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