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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 %
NIM
1351
Nicollet Investment Management
Minnesota
$3.26M -$72.7K -618 -2%
DA
1352
Dillon & Associates
Michigan
$3.25M -$455K -3,860 -12%
AWA
1353
ARS Wealth Advisors
Florida
$3.25M +$131K +1,112 +4%
RCG
1354
Rock Creek Group
District of Columbia
$3.23M +$3.23M +27,421 New
ATI
1355
Act Two Investors
California
$3.21M – – –
FFN
1356
Focus Financial Network
Minnesota
$3.2M +$345K +2,928 +12%
CCM
1357
Copeland Capital Management
Pennsylvania
$3.18M -$12.2K -104 -0.4%
ITIM
1358
Indiana Trust & Investment Management
Indiana
$3.18M -$188K -1,593 -6%
AWA
1359
Arete Wealth Advisors
Illinois
$3.18M +$153K +1,303 +5%
MIAN
1360
Mariner Independent Advisor Network
Kansas
$3.18M +$407K +3,510 +15%
BOS
1361
Bank of Stockton
California
$3.17M -$162K -1,375 -5%
BCWM
1362
Blue Chip Wealth Management
Florida
$3.17M +$17.7K +150 +0.6%
SBSB
1363
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.16M +$27.4K +233 +0.9%
GCM
1364
Gables Capital Management
Florida
$3.15M +$529K +4,490 +20%
RCIM
1365
Russell Clark Investment Management
United Kingdom
$3.14M +$353K +3,000 +13%
AOWM
1366
Alpha Omega Wealth Management
Virginia
$3.14M +$2.71M +20,771 +627%
QCM
1367
Quadrant Capital Management
New Jersey
$3.14M +$260K +2,210 +9%
LHC
1368
Little House Capital
Massachusetts
$3.13M +$3.13M +26,608 New
DLG
1369
Daniel L. Goodwin
$3.13M – – –
AA
1370
Altman Advisors
Illinois
$3.12M +$5.18K +44 +0.2%
RFN
1371
RDA Financial Network
Iowa
$3.12M -$53.3K -408 -2%
RWM
1372
RBA Wealth Management
California
$3.11M -$144K -1,222 -4%
CG
1373
Caprock Group
Idaho
$3.11M -$35.5K -302 -1%
AAM
1374
Aureus Asset Management
Massachusetts
$3.1M -$75.3K -640 -2%
CCM
1375
Carderock Capital Management
Maryland
$3.09M +$60K +510 +2%
53 54
55
56 57