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JPMorgan Chase
JPM

Overview Fund Activity

2,630 hedge funds and large institutions have $261B invested in JPMorgan Chase in 2019 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,173 increasing their positions, 1,039 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,630
Holders Change
+36
Holders Change %
+1.39%
% of All Funds
57.21%
Holding in Top 10
605
Holding in Top 10 Change
+76
Holding in Top 10 Change %
+14.37%
% of All Funds
13.16%
New
135
Increased
1,173
Reduced
1,039
Closed
71
Calls
$2.84B
Puts
$3.96B
Net Calls
-$1.12B
Net Calls Change
-$384M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$2.54B
2
Invesco
Invesco
Georgia
+$754M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$334M
4
Renaissance Technologies
Renaissance Technologies
New York
+$332M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$270M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$963M
2
BlackRock
BlackRock
New York
-$615M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$330M
4
LPU
Lansdowne Partners (UK)
United Kingdom
-$270M
5
American Century Companies
American Century Companies
Missouri
-$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
IBOK
1376
Independence Bank of Kentucky
Kentucky
$3.01M -$22.4K -200 -0.7%
CF
1377
Centaurus Financial
California
$3M +$2.69M +24,029 +869%
BCWM
1378
Blue Chip Wealth Management
Florida
$2.99M -$16.2K -145 -0.5%
CG
1379
Caprock Group
Idaho
$2.99M -$4.36K -39 -0.1%
SHA
1380
Seneca House Advisors
Virginia
$2.98M -$464K -4,066 -13%
PCA
1381
Peddock Capital Advisors
Massachusetts
$2.98M -$16.5K -148 -0.6%
KLCM
1382
KG&L Capital Management
Louisiana
$2.97M +$87.9K +786 +3%
SBSB
1383
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.97M +$99.2K +887 +3%
DLG
1384
Daniel L. Goodwin
$2.97M – – –
IFWM
1385
Institute for Wealth Management
Colorado
$2.97M +$329K +2,944 +12%
AA
1386
Altman Advisors
Illinois
$2.96M +$28.4K +254 +1%
AWA
1387
ARS Wealth Advisors
Florida
$2.96M +$236K +2,111 +9%
MA
1388
Mutual Advisors
Nebraska
$2.96M -$52.1K -466 -2%
EBT
1389
Enterprise Bank & Trust
Massachusetts
$2.96M +$253K +2,261 +9%
RAM
1390
Roanoke Asset Management
New Jersey
$2.95M -$24K -215 -0.8%
CQS
1391
Credential Qtrade Securities
$2.93M -$137K -1,228 -4%
MCM
1392
Manchester Capital Management
Vermont
$2.92M -$7.83K -70 -0.3%
EML
1393
Eos Management LP
New York
$2.91M – – –
CWM
1394
CMH Wealth Management
New Hampshire
$2.9M +$10.6K +95 +0.4%
OA
1395
Oxbow Advisors
Texas
$2.9M +$85K +760 +3%
NPA
1396
Nichols & Pratt Advisers
Massachusetts
$2.9M +$31.6K +283 +1%
PWP
1397
Principle Wealth Partners
Connecticut
$2.9M +$195K +1,746 +7%
SIAG
1398
Signet Investment Advisory Group
Rhode Island
$2.89M -$7.27K -65 -0.3%
GFPC
1399
Global Financial Private Capital
Florida
$2.89M -$1.25M -11,199 -30%
BBWA
1400
Bell & Brown Wealth Advisors
California
$2.89M +$67.2K +601 +2%
54 55
56
57 58