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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 %
SIG
1501
Schaller Investment Group
North Carolina
$2.53M – – –
LFA
1502
Landmark Financial Advisors
Kentucky
$2.53M – – –
Jacobs Levy Equity Management
1503
Jacobs Levy Equity Management
New Jersey
$2.53M -$1.48M -12,619 -37%
JSL
1504
JT Stratford LLC
Georgia
$2.51M +$418K +3,551 +20%
EHWM
1505
Eads & Heald Wealth Management
Georgia
$2.5M -$7.53K -64 -0.3%
SCM
1506
Stonebridge Capital Management
California
$2.49M -$1.05M -8,960 -30%
TI
1507
Tidal Investments
Wisconsin
$2.48M +$675K +5,734 +37%
AIA
1508
Armor Investment Advisors
North Carolina
$2.48M -$16.8K -143 -0.7%
SCM
1509
Southport Capital Management
Tennessee
$2.48M +$105K +895 +4%
LFDLE
1510
La Financiere de L'Echiquier
France
$2.47M -$118K -1,000 -5%
AMIM
1511
Aull & Monroe Investment Management
Alabama
$2.47M -$208K -1,770 -8%
PVWM
1512
Point View Wealth Management
New Jersey
$2.46M -$360K -3,058 -13%
BFC
1513
Blue Fin Capital
Rhode Island
$2.46M -$54.6K -464 -2%
IA
1514
IFG Advisory
Georgia
$2.46M -$868K -7,377 -26%
TFS
1515
TrustCore Financial Services
Tennessee
$2.44M +$70.2K +596 +3%
ACM
1516
AlphaCrest Capital Management
New York
$2.43M +$55.7K +473 +2%
NB
1517
Nicolet Bankshares
Wisconsin
$2.43M +$4.12K +35 +0.2%
PCG
1518
Private Capital Group
Connecticut
$2.43M +$310K +2,631 +15%
OCM
1519
Orleans Capital Management
Louisiana
$2.42M +$22.4K +190 +0.9%
ACP
1520
Ashfield Capital Partners
California
$2.42M +$212K +1,800 +10%
FFG
1521
Frisch Financial Group
New York
$2.42M +$81.5K +692 +3%
LI
1522
Lafayette Investments
Maryland
$2.41M +$2.94K +25 +0.1%
SCP
1523
Stamos Capital Partners
California
$2.41M +$353K +3,000 +17%
CIS
1524
Capital International Sarl
California
$2.41M +$612K +5,200 +34%
NSB
1525
Norway Savings Bank
Maine
$2.41M -$4.71K -40 -0.2%
59 60
61
62 63