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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 %
BWP
1451
Baldwin Wealth Partners
Massachusetts
$2.73M – – –
SC
1452
Sawyer & Company
Massachusetts
$2.73M -$12.9K -110 -0.5%
GBBWRPM
1453
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.73M +$151K +1,283 +6%
BFA
1454
Beaumont Financial Advisors
Massachusetts
$2.72M +$673K +5,721 +33%
DMK
1455
David M. Knott
$2.71M – – –
CWAG
1456
Compton Wealth Advisory Group
Virginia
$2.71M +$212K +1,799 +8%
FSCM
1457
Front Street Capital Management
Montana
$2.71M +$1.05M +8,957 +64%
JFA
1458
Johanson Financial Advisors
California
$2.71M -$285K -2,431 -10%
HWA
1459
Heritage Way Advisors
Illinois
$2.7M +$56.6K +481 +2%
PIP
1460
Peachtree Investment Partners
Florida
$2.7M -$103K -878 -4%
WCM
1461
Wunderlich Capital Managemnt
Tennessee
$2.69M +$17.5K +149 +0.7%
AWM
1462
Affinity Wealth Management
Delaware
$2.68M +$158K +1,344 +6%
PH
1463
Pinnacle Holdings
Oklahoma
$2.68M -$9.65K -82 -0.4%
VLKIM
1464
Van Lanschot Kempen Investment Management
Netherlands
$2.67M -$52.4K -445 -2%
WWM
1465
Western Wealth Management
Colorado
$2.66M -$102K -864 -4%
GWM
1466
Graybill Wealth Management
Illinois
$2.65M -$19.1K -162 -0.7%
JWM
1467
Jackson Wealth Management
Florida
$2.65M +$480K +4,212 +22%
SCM
1468
SOL Capital Management
Maryland
$2.65M -$94.4K -802 -3%
CFG
1469
CKW Financial Group
Hawaii
$2.64M -$71.6K -620 -3%
HPCM
1470
High Pointe Capital Management
Illinois
$2.64M +$56.5K +480 +2%
TPA
1471
Trivium Point Advisory
Connecticut
$2.64M +$60.4K +536 +2%
FMTCOCP
1472
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.64M +$83.5K +709 +3%
WPA
1473
West Paces Advisors
Georgia
$2.64M +$37.9K +322 +1%
WSTAM
1474
Wilbanks Smith & Thomas Asset Management
Virginia
$2.64M +$79.7K +677 +3%
CPA
1475
Capital Planning Advisors
California
$2.63M -$88.3K -750 -3%
57 58
59
60 61