JPMorgan Chase
JPM
2,608 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, 1,122 increasing their positions, 1,118 reducing their positions, and 95 closing their positions.
10% more funds holding in top 10
Funds holding in top 10: 609 → 667 (+58)
3% more capital invested
Capital invested by funds: $261B → $270B (+$9.02B)
0% more repeat investments, than reductions
Existing positions increased: 1,122 | Existing positions reduced: 1,118
0.32% less ownership
Funds ownership: 72.16% → 71.84% (-0.32%)
6% less first-time investments, than exits
New positions opened: 89 | Existing positions closed: 95
1% less funds holding
Funds holding: 2,635 → 2,608 (-27)
34% less call options, than puts
Call options by funds: $3.4B | Put options by funds: $5.15B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$867M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$633M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$360M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$358M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$245M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$724M |
| 2 |
BlackRock
New York
|
-$586M |
| 3 |
Dodge & Cox
San Francisco,
California
|
-$415M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$382M |
| 5 |
State Street
Boston,
Massachusetts
|
-$360M |
JPM Hedge Fund Activity: Q3 2019 in Review
2,608 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q3 2019, worth a combined $270B — up 3.5% from $261B a quarter earlier.
Sellers outnumbered buyers: 95 funds closed out of JPM and 89 opened new positions — a net loss of 6 holders — while 1,118 trimmed existing stakes and 1,122 added.
The largest buyer was Boston Partners, adding an estimated $867M. The largest seller was Fidelity Investments, cutting an estimated $724M.
- 2,608 institutional investors held JPMorgan Chase (JPM) as of Q3 2019, down from 2,635 in Q2 2019.
- Funds reported $270B of JPMorgan Chase stock for Q3 2019, up 3.5% quarter-over-quarter.
- 89 funds opened new JPMorgan Chase positions in Q3 2019 and 95 closed out, a net change of -6 holders.
- The largest JPMorgan Chase buyer in Q3 2019 was Boston Partners, an estimated $867M added.
- The largest JPMorgan Chase seller in Q3 2019 was Fidelity Investments, an estimated $724M sold.
Based on aggregated 13F filings for Q3 2019.