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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 %
PFS
1126
Prospera Financial Services
Texas
$4.91M +$376K +3,199 +8%
HI
1127
HBK Investments
Texas
$4.89M +$998K +8,478 +26%
JAM
1128
Jolley Asset Management
North Carolina
$4.88M -$79.3K -674 -2%
WPP
1129
Whalerock Point Partners
Rhode Island
$4.88M +$53.7K +456 +1%
OIA
1130
OneDigital Investment Advisors
Kansas
$4.87M -$1.01M -8,613 -17%
SIA
1131
SeaBridge Investment Advisors
New Jersey
$4.85M -$426K -3,620 -8%
HA
1132
Halsey Associates
Connecticut
$4.85M +$299K +2,540 +7%
VST
1133
Van Strum & Towne
California
$4.84M +$310K +2,635 +7%
RC
1134
RBF Capital
California
$4.83M – – –
EGA
1135
E&G Advisors
Texas
$4.82M -$306K -2,598 -6%
Parallax Volatility Advisers
1136
Parallax Volatility Advisers
California
$4.82M -$545K -4,631 -10%
SIC
1137
SFE Investment Counsel
California
$4.82M +$396K +3,363 +9%
BIA
1138
BMT Investment Advisors
Pennsylvania
$4.79M +$324K +2,750 +7%
IMOV
1139
Investment Management of Virginia
Virginia
$4.79M +$66.5K +565 +1%
CBU
1140
CIBC Bank USA
Illinois
$4.79M +$97.9K +832 +2%
CS
1141
Comerica Securities
Michigan
$4.77M -$372K -3,160 -7%
MMG
1142
Monetary Management Group
Missouri
$4.76M -$184K -1,560 -4%
HCM
1143
Howland Capital Management
Massachusetts
$4.74M +$904K +7,683 +24%
IFAM
1144
Institutional & Family Asset Management
Colorado
$4.73M -$16.2K -138 -0.3%
AAM
1145
Augustine Asset Management
Florida
$4.73M +$14.8K +126 +0.3%
EAMA
1146
EFG Asset Management (Americas)
Florida
$4.73M -$109K -914 -2%
GIA
1147
Granite Investment Advisors
New Hampshire
$4.72M -$147K -1,250 -3%
SCP
1148
Shorepoint Capital Partners
Massachusetts
$4.72M -$132K -1,125 -3%
BRCM
1149
Bright Rock Capital Management
Massachusetts
$4.71M +$4.71M +42,000 New
HCA
1150
Harbour Capital Advisors
Virginia
$4.71M +$84K +714 +2%
44 45
46
47 48