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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 %
MFG
1151
MidWestOne Financial Group
Iowa
$4.71M -$119K -1,010 -2%
MUAMU
1152
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.71M +$1.77M +15,000 +60%
CWS
1153
Cypress Wealth Services
California
$4.68M -$68.3K -580 -1%
RMSCM
1154
R.M. Sincerbeaux Capital Management
New York
$4.68M +$112K +950 +2%
PJSIMP
1155
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.68M +$8.83K +75 +0.2%
ACM
1156
Alpha Capital Management
Texas
$4.68M +$64K +544 +1%
CSM
1157
CAMG Solamere Management
North Carolina
$4.67M -$469K -3,989 -9%
UAS
1158
United Asset Strategies
New York
$4.67M +$214K +1,821 +5%
BA
1159
Bristlecone Advisors
Washington
$4.67M -$1.17M -9,950 -20%
EFSCE
1160
Enterprise Financial Services Corp (EFSC)
Missouri
$4.66M -$463K -3,938 -9%
FMTC
1161
Farmers & Merchants Trust Company
California
$4.66M +$42.1K +358 +0.9%
QF
1162
QVT Financial
New York
$4.65M – – –
CA
1163
Continental Advisors
Utah
$4.64M – – –
AC
1164
Abbrea Capital
California
$4.63M +$371K +3,156 +9%
HCA
1165
Horan Capital Advisors
Ohio
$4.62M +$12K +102 +0.3%
CAM
1166
Columbia Asset Management
Michigan
$4.62M +$91.8K +780 +2%
CNC
1167
Citizens & Northern Corp
Pennsylvania
$4.62M -$69.8K -593 -1%
SCM
1168
Silvant Capital Management
Georgia
$4.62M -$106K -902 -2%
ACP
1169
Aviance Capital Partners
Florida
$4.6M +$375K +3,186 +9%
CSA
1170
Cottage Street Advisors
Massachusetts
$4.6M +$353 +3 +0%
ACM
1171
Alta Capital Management
Utah
$4.56M -$242K -2,057 -5%
ST
1172
Somerset Trust
Pennsylvania
$4.56M -$360K -3,059 -7%
PAM
1173
Paradigm Asset Management
New York
$4.55M -$1.02M -8,700 -18%
BCMNY
1174
Buckingham Capital Management (New York)
New York
$4.53M -$5.19M -44,074 -53%
IAS
1175
IMA Advisory Services
Colorado
$4.52M +$213K +1,808 +5%
45 46
47
48 49