JPM icon

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 %
SMFG
1276
Sumitomo Mitsui Financial Group
Japan
$3.81M +$226K +1,920 +6%
VWA
1277
V Wealth Advisors
Kansas
$3.8M +$3.41K +29 +0.1%
AWCI
1278
Alpine Woods Capital Investors
New York
$3.78M -$1.65K -14 -0%
AAF
1279
Andra AP-fonden
Sweden
$3.78M +$365K +3,100 +11%
JCM
1280
Jacobi Capital Management
Pennsylvania
$3.77M +$49.4K +416 +1%
ODCM
1281
Old Dominion Capital Management
Virginia
$3.77M +$340K +2,886 +10%
BAM
1282
Belpointe Asset Management
Nevada
$3.77M -$428K -3,640 -10%
VFM
1283
Viking Fund Management
North Dakota
$3.77M -$353K -3,000 -9%
MPIA
1284
Mountain Pacific Investment Advisers
Idaho
$3.76M +$11.8K +100 +0.3%
CAL
1285
Capital Analysts LLC
Pennsylvania
$3.76M +$40K +340 +1%
ST
1286
Smithfield Trust
Pennsylvania
$3.76M +$182K +1,550 +5%
MHS
1287
M Holdings Securities
Oregon
$3.75M -$114K -966 -3%
AWM
1288
Avior Wealth Management
Nebraska
$3.75M -$10.6K -90 -0.3%
SFA
1289
Sequoia Financial Advisors
Ohio
$3.74M -$186K -1,581 -5%
SC
1290
Savant Capital
Illinois
$3.74M +$346K +2,941 +10%
LB
1291
Landmark Bank
Missouri
$3.72M +$12.1K +103 +0.3%
SP
1292
Symmetry Partners
Connecticut
$3.71M +$2.81M +23,842 +309%
OC
1293
Oarsman Capital
Wisconsin
$3.71M -$310K -2,635 -8%
MC
1294
Mathes Company
New York
$3.71M -$14.7K -125 -0.4%
LFA
1295
Legacy Financial Advisors
Kentucky
$3.69M -$44.5K -378 -1%
MPM
1296
Meritage Portfolio Management
Kansas
$3.68M +$2.73M +23,199 +287%
AC
1297
Addison Capital
Pennsylvania
$3.68M +$353 +3 +0%
NB
1298
Northwest Bancshares
Pennsylvania
$3.68M +$73.2K +622 +2%
TSWM
1299
Triangle Securities Wealth Management
North Carolina
$3.67M -$51.1K -434 -1%
ECML
1300
Eagle Capital Management (Louisiana)
Louisiana
$3.66M +$2.59K +22 +0.1%
50 51
52
53 54