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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 %
CCM
1101
Cadence Capital Management
Massachusetts
$5.12M -$446K -3,792 -8%
BAM
1102
Brave Asset Management
New Jersey
$5.12M -$8.47K -72 -0.2%
IB
1103
Intrust Bank
Kansas
$5.11M +$10.9K +93 +0.2%
AMM
1104
American Money Management
California
$5.11M -$243K -2,066 -5%
BP
1105
BBR Partners
New York
$5.09M -$232K -1,973 -4%
WPIC
1106
White Pine Investment Company
Michigan
$5.08M -$18.2K -155 -0.4%
CCM
1107
Coldstream Capital Management
Washington
$5.08M -$185K -1,574 -4%
DWM
1108
Dakota Wealth Management
Florida
$5.07M -$486K -4,125 -9%
AWM
1109
Altium Wealth Management
New York
$5.06M +$234K +1,992 +5%
GWM
1110
Geneos Wealth Management
Colorado
$5.06M -$275K -2,338 -5%
CIG
1111
Consolidated Investment Group
Colorado
$5.06M – – –
KCMRT
1112
Kemper Corp Master Retirement Trust
Illinois
$5.05M – – –
FBT
1113
First Bankers Trust
Kentucky
$5.03M +$151K +1,286 +3%
DT
1114
Diversified Trust
Tennessee
$5.03M +$212K +1,802 +4%
APSI
1115
Asset Planning Services Inc
Louisiana
$5.03M +$177K +1,500 +4%
MAFM
1116
Mid Atlantic Financial Management
Pennsylvania
$5.02M -$289K -2,456 -5%
HW
1117
Hedeker Wealth
Illinois
$5M +$186K +1,580 +4%
DDC
1118
DF Dent & Co
Maryland
$4.99M +$430K +3,650 +9%
TB
1119
Terril Brothers
Missouri
$4.97M -$88.3K -750 -2%
UM
1120
Ulysses Management
New York
$4.94M +$824K +7,000 +20%
AFM
1121
Abbot Financial Management
Massachusetts
$4.94M -$46.7K -397 -0.9%
HCM
1122
HGI Capital Management
New York
$4.94M -$1.07M -9,107 -18%
DCM
1123
Delta Capital Management
New Jersey
$4.93M -$1.58M -13,440 -24%
MCP
1124
Martin Capital Partners
Oregon
$4.92M +$130K +1,101 +3%
RIA
1125
RPG Investment Advisory
California
$4.92M -$3.73M -31,708 -43%
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45
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