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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 %
BA
1226
Baugh & Associates
Georgia
$4.14M -$14.1K -120 -0.3%
DPIM
1227
Duff & Phelps Investment Management
Illinois
$4.14M -$43.5K -370 -1%
BC
1228
Burney Company
Virginia
$4.13M -$124K -1,057 -3%
PWS
1229
Peloton Wealth Strategists
Indiana
$4.13M +$82.7K +703 +2%
GKFF
1230
George Kaiser Family Foundation
Oklahoma
$4.13M – – –
AC
1231
Arjuna Capital
North Carolina
$4.13M -$441K -3,745 -10%
MFS
1232
Monetta Financial Services
Illinois
$4.12M – – –
KCM
1233
Karp Capital Management
California
$4.12M +$42.4K +360 +1%
VHAM
1234
Van Hulzen Asset Management
California
$4.1M -$125K -1,066 -3%
FLI
1235
Family Legacy Inc
South Carolina
$4.08M +$371K +2,854 +10%
HCM
1236
Hodges Capital Management
Texas
$4.08M +$320K +2,719 +9%
KA
1237
Kintegral Advisory
New York
$4.07M – – –
WIC
1238
Whitegate Investment Counselors
New Hampshire
$4.06M +$29K +246 +0.7%
TBNY
1239
Trustco Bank (New York)
New York
$4.05M -$21.4K -182 -0.5%
AL
1240
AJO LP
Pennsylvania
$4.04M -$57.2M -486,088 -93%
SIMM
1241
Stillwater Investment Management (Minnesota)
Minnesota
$4.04M -$25.1K -213 -0.6%
SCP
1242
Silverleafe Capital Partners
Tennessee
$4.03M +$15.9K +135 +0.4%
OIM
1243
Opus Investment Management
Massachusetts
$4.03M +$58.8K +500 +1%
MWM
1244
Marietta Wealth Management
Georgia
$4.02M +$135K +1,148 +3%
LOAME
1245
Lombard Odier Asset Management (Europe)
United Kingdom
$4.01M – – –
SW
1246
SlateStone Wealth
Florida
$4M -$190K -1,613 -5%
DWM
1247
Dorchester Wealth Management
Quebec, Canada
$3.97M -$323K -2,748 -8%
JIC
1248
Joel Isaacson & Co
New York
$3.97M -$153K -1,300 -4%
WIC
1249
Woodmont Investment Counsel
Tennessee
$3.97M +$47.4K +403 +1%
CCA
1250
Checchi Capital Advisers
California
$3.95M -$136K -1,155 -3%
48 49
50
51 52