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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 %
NAS
1201
Nicolet Advisory Services
Wisconsin
$4.3M -$146K -1,241 -3%
KPW
1202
Kore Private Wealth
New York
$4.3M -$1.73K -15 -0%
WBC
1203
West Branch Capital
Massachusetts
$4.29M -$74.7K -635 -2%
VCM
1204
Vivaldi Capital Management
Illinois
$4.28M +$267K +2,273 +7%
BEAM
1205
Baker Ellis Asset Management
Washington
$4.27M -$184K -1,560 -4%
IWM
1206
IHT Wealth Management
Illinois
$4.27M +$313K +2,652 +8%
LPIC
1207
LeJeune Puetz Investment Counsel
Michigan
$4.26M -$17.7K -150 -0.4%
FSA
1208
Fort Sheridan Advisors
Illinois
$4.26M -$112K -950 -3%
HCM
1209
Hall Capital Management
Rhode Island
$4.25M -$166K -1,408 -4%
CWG
1210
Cornerstone Wealth Group
North Carolina
$4.24M +$1.62M +13,799 +62%
EAM
1211
EULAV Asset Management
Florida
$4.24M -$471K -4,000 -10%
HIS
1212
Horizon Investment Services
Indiana
$4.23M -$135K -1,143 -3%
LBC
1213
Lawrence B. Cohen
$4.21M +$298K +2,536 +8%
ADL
1214
Asset Dedication LLC
California
$4.21M -$173K -1,469 -4%
GP
1215
Geneva Partners
Wisconsin
$4.2M +$60.8K +517 +1%
LA
1216
LVW Advisors
New York
$4.2M -$34K -289 -0.8%
AFM
1217
Andesa Financial Management
Pennsylvania
$4.19M -$91.3K -776 -2%
SAM
1218
Sawgrass Asset Management
Florida
$4.19M +$20.1K +171 +0.5%
CIM
1219
CenturyLink Investment Management
Colorado
$4.19M -$710K -6,034 -14%
NEPWA
1220
New England Private Wealth Advisors
Massachusetts
$4.18M -$162K -1,374 -4%
MBTD
1221
Mechanics Bank - Trust Department
California
$4.17M -$200K -1,698 -5%
ACA
1222
Aptus Capital Advisors
Alabama
$4.17M +$2.7M +22,929 +184%
SFSIG
1223
San Francisco Sentry Investment Group
California
$4.16M +$272K +2,313 +7%
BDWM
1224
Brewin Dolphin Wealth Management
Ireland
$4.16M – – –
P
1225
Pitcairn
Pennsylvania
$4.16M -$321K -2,724 -7%
47 48
49
50 51