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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 %
FHA
1426
Flagship Harbor Advisors
Massachusetts
$2.85M -$128K -1,084 -4%
HA
1427
Harbor Advisors
Florida
$2.84M – – –
UCMOK
1428
United Capital Management of KS
Kansas
$2.83M +$143K +1,248 +5%
SCI
1429
S&CO Inc
Massachusetts
$2.83M +$12.4K +105 +0.4%
MMPW
1430
Mitchell McLeod Pugh & Williams
Alabama
$2.82M +$48.3K +410 +2%
MC
1431
Martin & Co
Tennessee
$2.82M -$5.88K -50 -0.2%
WCM
1432
Wisconsin Capital Management
Wisconsin
$2.82M +$265K +2,250 +10%
NDSI
1433
Newman Dignan & Sheerar Inc
Rhode Island
$2.81M -$66.8K -568 -2%
NP
1434
NorthRock Partners
Minnesota
$2.81M +$2.81M +23,847 New
BJL
1435
Brighton Jones LLC
Washington
$2.8M -$106K -898 -4%
MWA
1436
Meridian Wealth Advisors
Texas
$2.8M +$372K +3,162 +15%
GFPC
1437
Global Financial Private Capital
Florida
$2.8M -$243K -2,067 -8%
TCM
1438
Towercrest Capital Management
Pennsylvania
$2.8M -$69.5K -591 -2%
TA
1439
TCG Advisors
Texas
$2.79M +$1.36M +11,548 +95%
SIAP
1440
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.78M -$11.3K -96 -0.4%
ANB
1441
Amarillo National Bank
Texas
$2.78M -$392K -3,335 -12%
UBPAM
1442
Union Bancaire Privee Asset Management
New York
$2.77M -$600K -5,100 -18%
WC
1443
Whitnell & Co
Illinois
$2.77M +$1.8M +15,257 +184%
COI
1444
Connable Office Inc
Michigan
$2.77M +$20.6K +175 +0.7%
FAIM
1445
Financial Advocates Investment Management
Washington
$2.76M +$902K +8,390 +48%
DBIA
1446
Dumont & Blake Investment Advisors
New Jersey
$2.75M -$29.5K -251 -1%
CGL
1447
Clarius Group LLC
Washington
$2.75M +$173K +1,469 +7%
NF
1448
Nikulski Financial
Iowa
$2.74M -$37.9K -326 -1%
MCM
1449
Monarch Capital Management
Indiana
$2.74M +$5.89K +50 +0.2%
ARMT
1450
Amica Retiree Medical Trust
Rhode Island
$2.73M -$184K -1,566 -6%
56 57
58
59 60