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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 %
RSS
1526
Rosenblum Silverman Sutton
California
$2.41M +$27.7K +235 +1%
LAIC
1527
Lederer & Associates Investment Counsel
California
$2.4M -$2.35K -20 -0.1%
IIC
1528
Integrated Investment Consultants
Michigan
$2.4M +$315K +2,677 +15%
GIM
1529
Guardian Investment Management
California
$2.39M -$294K -2,500 -11%
AWMG
1530
Alliance Wealth Management Group
New Jersey
$2.39M -$69.6K -591 -3%
Cohen & Steers
1531
Cohen & Steers
New York
$2.39M -$1.27M -10,824 -35%
BMA
1532
Brooks Moore & Associates
Tennessee
$2.38M +$88K +748 +4%
LCM
1533
Leisure Capital Management
California
$2.37M +$13.8K +117 +0.6%
IDBONY
1534
Israel Discount Bank of New York
New York
$2.36M +$173K +1,469 +8%
BRWM
1535
B. Riley Wealth Management
Tennessee
$2.36M +$462K +3,925 +24%
STMM
1536
South Texas Money Management
Texas
$2.36M +$1.7M +14,433 +258%
FC
1537
Forte Capital
New York
$2.35M -$77.3K -657 -3%
PCA
1538
PL Capital Advisors
Florida
$2.35M – – –
GCM
1539
Glaxis Capital Management
Florida
$2.35M +$2.35M +20,000 New
GSC
1540
G&S Capital
Colorado
$2.35M +$2M +16,954 +561%
S
1541
Seeyond
France
$2.35M -$659K -5,603 -22%
AB
1542
Atlas Brown
Kentucky
$2.35M -$162K -1,376 -6%
AIM
1543
Axiom Investment Management
New York
$2.34M -$9.65M -81,865 -80%
BPA
1544
Beacon Pointe Advisors
California
$2.34M -$167K -1,416 -7%
NAM
1545
NTV Asset Management
West Virginia
$2.34M -$11.3K -96 -0.5%
ATC
1546
Adirondack Trust Company
New York
$2.33M -$98.7K -838 -4%
MGIA
1547
Moneta Group Investment Advisors
Missouri
$2.33M +$147K +1,248 +7%
FMB
1548
Field & Main Bank
Kentucky
$2.32M +$2.35K +20 +0.1%
EP
1549
Edgestream Partners
New Jersey
$2.32M +$2.32M +19,723 New
IP
1550
Investment Partners
Ohio
$2.32M -$126K -1,071 -5%
60 61
62
63 64