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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 %
TSS
1251
Two Sigma Securities
New York
$3.95M +$3.95M +33,538 New
PWP
1252
Principle Wealth Partners
Connecticut
$3.94M +$890K +7,566 +29%
HI
1253
Hudock Inc
Pennsylvania
$3.94M +$95K +807 +2%
GD
1254
Grandfield & Dodd
New York
$3.92M +$47.1K +400 +1%
PI
1255
Parkside Investments
Illinois
$3.91M -$4.35K -37 -0.1%
SCM
1256
Salem Capital Management
Massachusetts
$3.91M +$365K +3,100 +10%
FFA
1257
Fragasso Financial Advisors
Pennsylvania
$3.9M +$41.2K +350 +1%
TA
1258
TFG Advisers
Michigan
$3.89M -$30.2K -257 -0.8%
PMG
1259
ProVise Management Group
Florida
$3.89M -$28.5K -242 -0.7%
VF
1260
Virtu Financial
New York
$3.89M +$1.1M +9,321 +39%
SGA
1261
Strategic Global Advisors
California
$3.89M +$1.56M +13,279 +67%
BWAM
1262
Boyd Watterson Asset Management
Ohio
$3.88M -$45K -382 -1%
EM
1263
Excalibur Management
Massachusetts
$3.88M – – –
MCP
1264
Mirador Capital Partners
California
$3.88M +$5.53K +47 +0.1%
TIA
1265
Tiemann Investment Advisors
California
$3.87M +$64.9K +551 +2%
PG
1266
Patten Group
Tennessee
$3.87M -$67.4K -573 -2%
KJHP
1267
K.J. Harrison & Partners
Ontario, Canada
$3.86M +$1.52M +12,888 +65%
EBT
1268
Enterprise Bank & Trust
Massachusetts
$3.86M +$746K +6,336 +24%
APP
1269
Avantax Planning Partners
Iowa
$3.86M +$329K +2,799 +9%
FA
1270
FMA Advisory
Pennsylvania
$3.85M -$48.8K -415 -1%
BSB
1271
Bangor Savings Bank
Maine
$3.84M +$176K +1,498 +5%
CT
1272
Chicago Trust
Illinois
$3.84M +$188K +1,596 +5%
IAMOG
1273
Investors Asset Management of Georgia
Georgia
$3.82M -$14.7K -125 -0.4%
BCM
1274
Brookstone Capital Management
Illinois
$3.82M +$882K +7,496 +30%
BPM
1275
Bowling Portfolio Management
Ohio
$3.81M -$284K -2,412 -7%
49 50
51
52 53