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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 %
FA
1326
FCG Advisors
New Jersey
$3.43M -$51.3K -436 -1%
IC
1327
Investment Counsel
Michigan
$3.43M +$4.71K +40 +0.1%
BFC
1328
Bedel Financial Consulting
Indiana
$3.42M +$11.7K +99 +0.3%
BAMF
1329
BI Asset Management Fondsmaeglerselskab
Denmark
$3.42M -$17.6M -149,513 -84%
MBT
1330
Montecito Bank & Trust
California
$3.4M +$126K +1,071 +4%
BWA
1331
BDO Wealth Advisors
Florida
$3.4M +$26.7K +227 +0.8%
CWM
1332
Chesapeake Wealth Management
Virginia
$3.38M +$35.5K +302 +1%
HPIA
1333
Hamilton Point Investment Advisors
North Carolina
$3.38M +$2.85M +24,184 +536%
CPC
1334
Congress Park Capital
New York
$3.37M +$471 +4 +0%
BOPW
1335
Brandywine Oak Private Wealth
Pennsylvania
$3.35M +$136K +1,158 +4%
NFG
1336
NewFocus Financial Group
Washington
$3.35M +$37.2K +316 +1%
IBOK
1337
Independence Bank of Kentucky
Kentucky
$3.33M +$167K +1,415 +5%
TW
1338
TrinityPoint Wealth
Connecticut
$3.33M +$1.13M +8,735 +51%
MWP
1339
MYCIO Wealth Partners
Pennsylvania
$3.32M +$41K +348 +1%
ANRIA
1340
American National Registered Investment Advisor
Texas
$3.32M – – –
AAS
1341
Annex Advisory Services
Wisconsin
$3.32M +$109K +930 +3%
BA
1342
Birinyi Associates
Connecticut
$3.32M -$331K -2,812 -9%
OLA
1343
Oliver Luxxe Assets
New Jersey
$3.32M +$8.98K +80 +0.3%
TWM
1344
Torch Wealth Management
Ohio
$3.31M -$43.9K -373 -1%
TI
1345
Trexquant Investment
Connecticut
$3.29M -$3.06M -26,010 -48%
BCM
1346
Blume Capital Management
California
$3.29M -$84.7K -720 -3%
HL
1347
HeadInvest LLC
Maine
$3.27M -$179K -1,524 -5%
MA
1348
Mutual Advisors
Nebraska
$3.27M +$157K +1,331 +5%
CIA
1349
CSat Investment Advisory
Michigan
$3.27M +$56.4K +479 +2%
PAM
1350
Pegasus Asset Management
New York
$3.27M +$35.7K +303 +1%
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