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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 %
SWM
1026
Stockman Wealth Management
Montana
$5.83M +$441K +3,749 +8%
TW
1027
Transform Wealth
Colorado
$5.81M -$1M -8,528 -15%
WC
1028
Woodstock Corp
Massachusetts
$5.81M +$35.3K +300 +0.6%
ECM
1029
EagleClaw Capital Management
Massachusetts
$5.8M +$337K +2,861 +6%
MOS
1030
MGO One Seven
Ohio
$5.76M +$149K +1,268 +3%
CIC
1031
Cornercap Investment Counsel
Georgia
$5.74M -$187K -1,586 -3%
SA
1032
Strategic Advisors
New York
$5.74M +$81.8K +695 +1%
Cetera Investment Advisers
1033
Cetera Investment Advisers
Illinois
$5.72M +$269K +2,281 +5%
HT
1034
Heritage Trust
Oklahoma
$5.71M +$221K +1,877 +4%
LNC
1035
Lincoln National Corp
Pennsylvania
$5.69M +$641K +5,447 +13%
WAM
1036
Wealthspire Advisors (Maryland)
Maryland
$5.68M +$362K +3,072 +7%
FFM
1037
Fullerton Fund Management
Singapore
$5.65M +$5.65M +47,989 New
FB
1038
Fulton Bank
Pennsylvania
$5.64M +$972K +8,257 +21%
NMIFOAC
1039
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$5.64M – – –
AIA
1040
Allied Investment Advisors
Montana
$5.61M +$101K +862 +2%
AIA
1041
AGF Investments America
Ontario, Canada
$5.6M +$107K +909 +2%
JFGIW
1042
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.59M -$42.3K -359 -0.8%
WPW
1043
Winthrop Partners - WNY
New York
$5.59M +$121K +1,032 +2%
FMWA
1044
Forvis Mazars Wealth Advisors
Missouri
$5.59M +$137K +1,168 +3%
PWM
1045
Perigon Wealth Management
California
$5.58M +$101K +846 +2%
UF
1046
Univest Financial
Pennsylvania
$5.58M -$20.8K -177 -0.4%
BS
1047
Boenning & Scattergood
Pennsylvania
$5.57M -$467K -3,970 -8%
RCM
1048
Radnor Capital Management
Pennsylvania
$5.57M -$11.8K -100 -0.2%
RPC
1049
Rossmore Private Capital
Connecticut
$5.56M +$676K +5,742 +14%
VFA
1050
Voya Financial Advisors
Connecticut
$5.55M +$103K +872 +2%
40 41
42
43 44