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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 %
BCM
1076
Buckhead Capital Management
Georgia
$5.31M +$131K +1,116 +3%
HT
1077
HighTower Trust
Texas
$5.31M +$79.2K +673 +2%
EH
1078
Employers Holdings
Nevada
$5.31M +$1.08M +9,200 +26%
ACM
1079
Argyle Capital Management
Pennsylvania
$5.3M +$23.5K +200 +0.4%
SACTSONJ
1080
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.3M – – –
NSLI
1081
Nan Shan Life Insurance
Taiwan
$5.3M +$5.3M +45,000 New
TFS
1082
Thoroughbred Financial Services
Tennessee
$5.28M +$48K +408 +0.9%
SS
1083
Simplicity Solutions
Minnesota
$5.27M +$1.3M +11,065 +33%
WCA
1084
Westover Capital Advisors
Delaware
$5.27M -$34.8K -296 -0.7%
SMG
1085
Spectrum Management Group
Indiana
$5.26M -$246K -2,090 -4%
RAM
1086
Redmond Asset Management
Virginia
$5.26M -$93.6K -795 -2%
BFG
1087
Beacon Financial Group
Texas
$5.26M -$51K -433 -1%
PA
1088
Parallel Advisors
California
$5.26M +$239K +2,029 +5%
PA
1089
Perennial Advisors
New York
$5.24M +$139K +1,178 +3%
SBL
1090
Sargent Bickham Lagudis
Colorado
$5.24M -$164K -1,395 -3%
GC
1091
Grimes & Company
Massachusetts
$5.23M +$1.41M +12,017 +37%
SFG
1092
SevenBridge Financial Group
Pennsylvania
$5.22M +$7.53K +64 +0.1%
CAM
1093
Chou Associates Management
Ontario, Canada
$5.21M -$7.65M -65,000 -59%
SAM
1094
Selway Asset Management
$5.19M -$104K -884 -2%
BCCM
1095
Bridge Creek Capital Management
Massachusetts
$5.19M -$24.1K -205 -0.5%
BP
1096
Ballentine Partners
Massachusetts
$5.17M +$80.8K +687 +2%
RWA
1097
River Wealth Advisors
Pennsylvania
$5.15M +$64.4K +547 +1%
CC
1098
ClearArc Capital
Ohio
$5.14M -$557K -4,732 -10%
IC
1099
Intersect Capital
California
$5.14M +$26.4K +224 +0.5%
MCM
1100
McMillion Capital Management
North Carolina
$5.13M -$97.7K -830 -2%
42 43
44
45 46