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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 %
OIA
1301
Optimum Investment Advisors
Illinois
$3.66M -$54.4K -462 -1%
LWAC
1302
Laurel Wealth Advisors (California)
California
$3.65M +$668K +5,676 +22%
BIM
1303
Baldwin Investment Management
Pennsylvania
$3.64M +$14.6K +124 +0.4%
GRP
1304
Global Retirement Partners
California
$3.64M +$1.41M +11,942 +63%
S
1305
SignatureFD
Georgia
$3.63M +$397K +3,374 +12%
CBTWT
1306
Community Bank & Trust (Waco, Texas)
Texas
$3.62M +$133K +1,134 +4%
SWM
1307
SeaCrest Wealth Management
New York
$3.62M +$243K +2,061 +7%
WPA
1308
Winning Points Advisors
Florida
$3.61M – – –
BW
1309
Bison Wealth
Georgia
$3.61M -$39.5K -336 -1%
NNP
1310
Nachman Norwood & Parrott
South Carolina
$3.6M +$56.2K +478 +2%
PP
1311
Professional Planning
California
$3.6M -$101K -854 -3%
WPW
1312
Waldron Private Wealth
Pennsylvania
$3.59M +$1.42M +12,073 +66%
BIMC
1313
Benson Investment Management Company
Virginia
$3.58M -$91.8K -780 -2%
CWM
1314
Concentric Wealth Management
California
$3.56M +$3.53K +30 +0.1%
TWA
1315
TCI Wealth Advisors
Arizona
$3.56M -$15.5K -132 -0.4%
AIC
1316
Argus Investors Counsel
New York
$3.56M -$63.9K -543 -2%
PC
1317
Port Capital
Illinois
$3.55M -$1.69M -14,340 -32%
AH
1318
Allen Holding
New York
$3.53M – – –
UBG
1319
United Bank (Georgia)
Georgia
$3.51M -$66.6K -566 -2%
ECG
1320
Edge Capital Group
Georgia
$3.51M +$38.6K +328 +1%
PTC
1321
Philadelphia Trust Company
Pennsylvania
$3.48M +$99.9K +849 +3%
ST
1322
Spinnaker Trust
Maine
$3.47M +$189K +1,606 +6%
HH
1323
Hilltop Holdings
Texas
$3.46M -$455K -3,864 -12%
AF
1324
Advisornet Financial
Minnesota
$3.45M +$224K +1,900 +7%
KLCM
1325
KG&L Capital Management
Louisiana
$3.44M +$312K +2,651 +10%
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