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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 %
PFM
1051
Premier Fund Managers
United Kingdom
$5.55M – – –
RC
1052
Roundview Capital
New Jersey
$5.54M +$67.8K +576 +1%
GAM
1053
Griffin Asset Management
New York
$5.52M -$2.76M -23,410 -33%
Wealth Enhancement Advisory Services
1054
Wealth Enhancement Advisory Services
Minnesota
$5.51M -$706K -6,078 -11%
LCC
1055
Lincoln Capital Corp
Rhode Island
$5.51M -$8.47K -72 -0.2%
Lido Advisors
1056
Lido Advisors
California
$5.5M +$1.49M +12,644 +37%
HWA
1057
HCR Wealth Advisors
California
$5.49M -$138K -1,169 -2%
SNT
1058
Security National Trust
West Virginia
$5.48M -$42.7K -363 -0.8%
PL
1059
Parthenon LLC
Kentucky
$5.46M -$162K -1,380 -3%
SEIA
1060
Signature Estate & Investment Advisors
California
$5.44M +$207K +1,763 +4%
PWA
1061
Providence Wealth Advisors
Illinois
$5.43M -$1.44M -12,197 -21%
CNB
1062
Camden National Bank
Maine
$5.41M +$331K +2,815 +7%
CCP
1063
Cardan Capital Partners
Colorado
$5.41M +$205K +1,746 +4%
LSPW
1064
Lake Street Private Wealth
Illinois
$5.37M -$109K -923 -2%
BCM
1065
Brookmont Capital Management
Texas
$5.37M -$32.6K -277 -0.6%
PAI
1066
Pittenger & Anderson Inc
Nebraska
$5.36M +$26K +221 +0.5%
UTC
1067
Unified Trust Company
Kentucky
$5.36M +$373K +3,171 +7%
GIP
1068
Granite Investment Partners
California
$5.35M +$113K +956 +2%
RCAG
1069
Rehmann Capital Advisory Group
Michigan
$5.35M +$4.21M +95,751 +372%
SFP
1070
Shepherd Financial Partners
Massachusetts
$5.35M +$14.1K +120 +0.3%
BSW
1071
Buckingham Strategic Wealth
Missouri
$5.34M +$120K +1,022 +2%
VWM
1072
Valley Wealth Managers
New Jersey
$5.34M -$111K -947 -2%
AWM
1073
Altavista Wealth Management
North Carolina
$5.33M +$51.1K +434 +1%
SVWAG
1074
Sound View Wealth Advisors Group
Georgia
$5.33M -$166K -1,407 -3%
ECM
1075
Elgethun Capital Management
South Dakota
$5.32M +$127K +1,084 +2%
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