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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 %
BO
1376
Bank OZK
Arkansas
$3.09M +$56.1K +477 +2%
PGWM
1377
Parisi Gray Wealth Management
New Jersey
$3.08M +$73.3K +623 +2%
HB
1378
Homrich & Berg
Georgia
$3.08M -$155K -1,317 -5%
WC
1379
Weil Company
California
$3.07M +$234K +1,991 +8%
HCM
1380
Hudson Capital Management
New Jersey
$3.07M +$121K +1,027 +4%
SIAG
1381
Signet Investment Advisory Group
Rhode Island
$3.06M +$20.9K +178 +0.7%
EML
1382
Eos Management LP
New York
$3.06M – – –
NPA
1383
Nichols & Pratt Advisers
Massachusetts
$3.06M – – –
CWM
1384
CMH Wealth Management
New Hampshire
$3.05M -$11.8K -100 -0.4%
TNBTD
1385
Trustmark National Bank Trust Department
Mississippi
$3.05M +$71.4K +607 +2%
ACS
1386
Archford Capital Strategies
Illinois
$3.04M +$22.2K +189 +0.7%
LOAMU
1387
Lombard Odier Asset Management (USA)
New York
$3.04M +$3.04M +25,850 New
FIM
1388
Frontier Investment Management
Texas
$3.03M +$267K +2,270 +10%
CST
1389
Charles Schwab Trust
Nevada
$3.03M +$3.03M +26,193 New
PHS
1390
Pekin Hardy Strauss
Illinois
$3.02M +$23.5K +200 +0.8%
CFMC
1391
Curbstone Financial Management Corp
New Hampshire
$3.02M – – –
SIC
1392
Shoker Investment Counsel
Ohio
$3.02M +$14.7K +125 +0.5%
BBWA
1393
Bell & Brown Wealth Advisors
California
$3.02M +$20.2K +174 +0.7%
GIC
1394
Gantzert Investment Company
Illinois
$3.01M +$287K +2,441 +11%
MCM
1395
Mitchell Capital Management
Kansas
$3.01M +$151K +1,285 +5%
WEC
1396
Winslow Evans & Crocker
Massachusetts
$3M +$29K +246 +1%
APG
1397
Abacus Planning Group
South Carolina
$3M +$239K +2,032 +9%
FUBT
1398
First United Bank & Trust
Maryland
$3M -$201K -1,706 -6%
BDF
1399
Balasa Dinverno & Foltz
$2.99M +$118 +1 +0%
HCM
1400
Hengehold Capital Management
Ohio
$2.99M -$30.8K -262 -1%
54 55
56
57 58