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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 %
CHC
1401
City Holding Co
West Virginia
$2.99M +$17.5K +149 +0.6%
LSA
1402
L & S Advisors
California
$2.99M -$402K -3,420 -12%
TPWA
1403
TRUE Private Wealth Advisors
Oregon
$2.99M +$347K +2,945 +13%
RAM
1404
Roanoke Asset Management
New Jersey
$2.98M -$118K -1,000 -4%
GVAG
1405
Great Valley Advisor Group
Delaware
$2.98M -$2K -17 -0.1%
Capstone Investment Advisors
1406
Capstone Investment Advisors
New York
$2.98M -$1.68M -14,304 -36%
MVA
1407
Mount Vernon Associates
Maryland
$2.97M -$43.6K -370 -1%
MCM
1408
Manchester Capital Management
Vermont
$2.97M -$105K -889 -3%
MFG
1409
Magnus Financial Group
New York
$2.97M -$17.3K -147 -0.6%
PCA
1410
Peddock Capital Advisors
Massachusetts
$2.95M -$179K -1,524 -6%
AL
1411
Aspiriant LLC
California
$2.94M -$430K -3,664 -13%
CC
1412
Centiva Capital
New York
$2.94M +$5.89K +50 +0.2%
VNA
1413
Valley National Advisers
Pennsylvania
$2.94M +$126K +1,070 +4%
SSWM
1414
Sheets Smith Wealth Management
North Carolina
$2.93M -$383K -3,252 -12%
PCA
1415
Providence Capital Advisors
North Carolina
$2.89M +$87K +739 +3%
GA
1416
GFS Advisors
Texas
$2.88M +$182K +1,545 +7%
SHA
1417
Seneca House Advisors
Virginia
$2.88M -$198K -1,686 -6%
RIM
1418
Reliant Investment Management
Tennessee
$2.88M +$2.88M +24,435 New
GLA
1419
Good Life Advisors
Pennsylvania
$2.88M -$86.1K -729 -3%
WP
1420
WealthSource Partners
California
$2.87M -$436K -3,705 -13%
CF
1421
Centaurus Financial
California
$2.87M -$281K -2,388 -9%
WOC
1422
West Oak Capital
California
$2.87M +$11.2K +95 +0.4%
FCFC
1423
First Commonwealth Financial Corp
Pennsylvania
$2.87M +$489K +4,154 +21%
OPA
1424
Old Port Advisors
Maine
$2.86M -$2.87K -25 -0.1%
CCM
1425
Coe Capital Management
Illinois
$2.85M +$21.2K +180 +0.7%
55 56
57
58 59