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JPMorgan Chase
JPM

2,635 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, 1,174 increasing their positions, 1,042 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 72

14% more funds holding in top 10

Funds holding in top 10: 532 → 609 (+77)

13% more repeat investments, than reductions

Existing positions increased: 1,174 | Existing positions reduced: 1,042

9% more capital invested

Capital invested by funds: $238B → $261B (+$22.6B)

1% more funds holding

Funds holding: 2,600 → 2,635 (+35)

0.16% more ownership

Funds ownership: 72% → 72.16% (+0.16%)

28% less call options, than puts

Call options by funds: $2.84B | Put options by funds: $3.96B

Holders
2,635
Holders Change
+35
Holders Change %
+1.35%
% of All Funds
57.22%
Holding in Top 10
609
Holding in Top 10 Change
+77
Holding in Top 10 Change %
+14.47%
% of All Funds
13.22%
New
135
Increased
1,174
Reduced
1,042
Closed
72
Calls
$2.84B
Puts
$3.96B
Net Calls
-$1.12B
Net Calls Change
-$384M

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$2.51B
2
Invesco
Invesco
Georgia
+$744M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$329M
4
Renaissance Technologies
Renaissance Technologies
New York
+$327M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$267M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$950M
2
BlackRock
BlackRock
New York
-$607M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$326M
4
LPU
Lansdowne Partners (UK)
United Kingdom
-$270M
5
American Century Companies
American Century Companies
Missouri
-$194M
Name Holding Trade Value Shares
Change 		Change in
Stake
TNBTD
1426
Trustmark National Bank Trust Department
Mississippi
$2.83M +$101K +920 +4%
CHC
1427
City Holding Co
West Virginia
$2.82M +$78.1K +708 +3%
OPA
1428
Old Port Advisors
Maine
$2.82M -$6.06K -55 -0.2%
IA
1429
IFG Advisory
Georgia
$2.82M -$199K -1,801 -6%
HCM
1430
Hudson Capital Management
New Jersey
$2.8M +$119K +1,077 +4%
GLA
1431
Good Life Advisors
Pennsylvania
$2.8M +$8.38K +76 +0.3%
BCM
1432
Brookstone Capital Management
Illinois
$2.79M +$436K +3,954 +19%
CC
1433
Centiva Capital
New York
$2.79M +$1.81M +16,418 +193%
CCT
1434
Country Club Trust
Missouri
$2.79M +$79.5K +721 +3%
ARMT
1435
Amica Retiree Medical Trust
Rhode Island
$2.77M -$393K -3,561 -13%
BJL
1436
Brighton Jones LLC
Washington
$2.77M -$963K -8,734 -26%
RFN
1437
RDA Financial Network
Iowa
$2.74M +$59K +535 +2%
QCM
1438
Quadrant Capital Management
New Jersey
$2.73M +$128K +1,165 +5%
NF
1439
Nikulski Financial
Iowa
$2.72M -$255K -2,311 -9%
TCM
1440
Towercrest Capital Management
Pennsylvania
$2.72M – – –
WOC
1441
West Oak Capital
California
$2.72M +$36.4K +330 +1%
MCM
1442
Mitchell Capital Management
Kansas
$2.72M +$529K +4,797 +25%
FFN
1443
Focus Financial Network
Minnesota
$2.71M +$9.37K +85 +0.4%
MIAN
1444
Mariner Independent Advisor Network
Kansas
$2.7M -$1.04M -9,477 -28%
HA
1445
Harbor Advisors
Florida
$2.7M – – –
LA
1446
Lau Associates
Delaware
$2.7M – – –
WC
1447
Weil Company
California
$2.7M +$253K +2,292 +10%
CCM
1448
Coe Capital Management
Illinois
$2.69M -$105K -955 -4%
MC
1449
Martin & Co
Tennessee
$2.69M -$13.3K -121 -0.5%
PVWM
1450
Point View Wealth Management
New Jersey
$2.68M +$34.3K +311 +1%
56 57
58
59 60

JPM Hedge Fund Activity: Q2 2019 in Review

2,635 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q2 2019, worth a combined $261B — up 9.5% from $238B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new JPM positions and 72 closed out — a net gain of 63 holders — while 1,174 added to existing stakes and 1,042 trimmed.

The largest buyer was Nuveen, adding an estimated $2.51B. The largest seller was Vanguard Group, cutting an estimated $950M.

  • 2,635 institutional investors held JPMorgan Chase (JPM) as of Q2 2019, up from 2,600 in Q1 2019.
  • Funds reported $261B of JPMorgan Chase stock for Q2 2019, up 9.5% quarter-over-quarter.
  • 135 funds opened new JPMorgan Chase positions in Q2 2019 and 72 closed out, a net change of +63 holders.
  • The largest JPMorgan Chase buyer in Q2 2019 was Nuveen, an estimated $2.51B added.
  • The largest JPMorgan Chase seller in Q2 2019 was Vanguard Group, an estimated $950M sold.

Based on aggregated 13F filings for Q2 2019.