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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 %
BMC
1476
Beaton Management Company
Massachusetts
$2.63M +$50.2K +427 +2%
ICOM
1477
Investment Counselors of Maryland
Maryland
$2.63M -$794K -6,750 -23%
BCM
1478
Boltwood Capital Management
California
$2.62M -$19.9K -169 -0.8%
CQS
1479
Credential Qtrade Securities
$2.61M -$465K -3,953 -15%
DWM
1480
Darwin Wealth Management
Florida
$2.61M +$96.6K +821 +4%
IFWM
1481
Institute for Wealth Management
Colorado
$2.61M -$513K -4,358 -16%
CPA
1482
Court Place Advisors
Maryland
$2.61M +$219K +1,864 +9%
ECM
1483
Evergreen Capital Management
Washington
$2.6M +$69.5K +590 +3%
GEA
1484
Glen Eagle Advisors
New Jersey
$2.6M +$129K +1,093 +5%
CPIG
1485
Chicago Partners Investment Group
Illinois
$2.59M +$124K +994 +5%
PAS
1486
Partnervest Advisory Services
California
$2.59M +$563K +4,785 +28%
BFA
1487
Brendel Financial Advisors
New Hampshire
$2.58M – – –
TC
1488
Trust Company
Kansas
$2.57M -$16.8K -143 -0.6%
CCM
1489
Canal Capital Management
Virginia
$2.57M +$40.7K +346 +2%
LA
1490
Lau Associates
Delaware
$2.57M -$271K -2,300 -10%
LDB
1491
Lee, Danner & Bass
Tennessee
$2.57M -$58.9K -500 -2%
NPP
1492
New Potomac Partners
Maryland
$2.57M -$4.71K -40 -0.2%
AFA
1493
Arlington Financial Advisors
California
$2.57M +$11.8K +100 +0.5%
TMAM
1494
Tokio Marine Asset Management
Japan
$2.57M +$577K +4,905 +29%
SAM
1495
Sompo Asset Management
Japan
$2.56M +$112K +950 +5%
CH
1496
Canton Hathaway
Rhode Island
$2.55M -$22.1K -188 -0.9%
EWM
1497
Evermay Wealth Management
Virginia
$2.55M +$30.7K +261 +1%
PWMAG
1498
Pinnacle Wealth Management Advisory Group
New Jersey
$2.54M -$70.4K -598 -3%
HIC
1499
Harvey Investment Company
Kentucky
$2.54M – – –
ESB
1500
Essex Savings Bank
Connecticut
$2.54M -$1.04M -8,806 -29%
58 59
60
61 62