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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 %
CCG
1176
Chatham Capital Group
Georgia
$4.52M -$9.77K -83 -0.2%
SCA
1177
Sage Capital Advisors
South Dakota
$4.52M -$436K -3,708 -9%
TRCT
1178
Tower Research Capital (TRC)
New York
$4.52M +$4.52M +38,387 New
LA
1179
Lynch & Associates
Indiana
$4.51M +$149K +1,266 +3%
PAS
1180
Park Avenue Securities
New York
$4.5M +$396K +3,366 +10%
AAMA
1181
Advanced Asset Management Advisors
Ohio
$4.49M +$12.9K +110 +0.3%
FPS
1182
Fieldpoint Private Securities
Connecticut
$4.48M -$137K -1,166 -3%
SCA
1183
Spearhead Capital Advisors
Florida
$4.48M +$101K +857 +2%
SCA
1184
Snowden Capital Advisors
New York
$4.44M +$1.77K +15 +0%
LRPA
1185
L. Roy Papp & Associates
Arizona
$4.44M -$4.59K -39 -0.1%
BKA
1186
Brick & Kyle Associates
Pennsylvania
$4.43M -$62.1K -491 -1%
PI
1187
PFS Investments
Georgia
$4.43M +$2.21M +18,801 +100%
PP
1188
Pegasus Partners
Wisconsin
$4.42M -$1.33M -11,312 -23%
GIA
1189
Guyasuta Investment Advisors
Pennsylvania
$4.42M +$63.9K +543 +1%
OCM
1190
One Capital Management
California
$4.41M +$18K +153 +0.4%
Harris Associates
1191
Harris Associates
Illinois
$4.4M -$102K -864 -2%
CL
1192
CPWM LLC
Washington
$4.39M +$204K +1,737 +5%
EFS
1193
Essex Financial Services
Connecticut
$4.38M -$448K -3,809 -9%
LM
1194
Lincluden Management
Ontario, Canada
$4.37M -$751K -6,380 -15%
CIP
1195
Convergence Investment Partners
Florida
$4.36M -$191K -1,621 -4%
PGAM
1196
Princeton Global Asset Management
New Jersey
$4.36M +$209K +1,809 +5%
SSI
1197
Scott & Selber Inc
Texas
$4.34M -$4.83K -41 -0.1%
TCM
1198
Traynor Capital Management
Pennsylvania
$4.33M +$190K +1,612 +5%
FRAF
1199
Första AP-fonden
Sweden
$4.32M +$4.32M +36,700 New
GH
1200
GAM Holding
Switzerland
$4.31M +$2.48M +21,047 +135%
46 47
48
49 50