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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 %
CB
1551
Cadence Bank
Mississippi
$2.32M -$37.7K -320 -2%
WG
1552
Welch Group
Alabama
$2.3M +$17.7K +150 +0.8%
SFFS
1553
Stonehage Fleming Financial Services
Jersey
$2.3M – – –
BAM
1554
Burgundy Asset Management
Ontario, Canada
$2.3M – – –
AIM
1555
Anchor Investment Management
South Carolina
$2.28M -$71.4K -607 -3%
CG
1556
Cutler Group
California
$2.28M -$16.2M -138,028 -88%
HFBOT
1557
Home Federal Bank of Tennessee
Tennessee
$2.28M +$9.65K +82 +0.4%
KCM
1558
Kornitzer Capital Management
Kansas
$2.27M +$4.47K +38 +0.2%
SFI
1559
SPC Financial Inc
Maryland
$2.27M +$4.12K +35 +0.2%
FFG
1560
Fortem Financial Group
California
$2.26M +$304K +2,584 +16%
PCM
1561
Penserra Capital Management
California
$2.26M +$1.29M +10,976 +133%
GBT
1562
Grove Bank & Trust
Florida
$2.26M +$304K +2,582 +16%
MYIA
1563
Mount Yale Investment Advisors
Colorado
$2.25M +$69.6K +539 +3%
MCC
1564
Malaga Cove Capital
California
$2.25M +$150K +1,271 +7%
CCT
1565
Country Club Trust
Missouri
$2.25M -$685K -5,818 -23%
AFS
1566
Access Financial Services
Minnesota
$2.25M +$10.6K +90 +0.5%
NME
1567
Notis-McConarty Edward
$2.24M -$14.8K -126 -0.7%
SSG
1568
Summit Securities Group
New York
$2.24M +$1.31M +11,100 +141%
FPB
1569
First PREMIER Bank
South Dakota
$2.23M -$24.1K -205 -1%
GCM
1570
Galibier Capital Management
Ontario, Canada
$2.23M – – –
WCM
1571
Washington Capital Management
Washington
$2.23M – – –
MCM
1572
Maple Capital Management
Vermont
$2.22M +$107K +910 +5%
CIM
1573
CIM Investment Management
Pennsylvania
$2.22M -$248K -2,105 -10%
HBWM
1574
Hollow Brook Wealth Management
New York
$2.22M +$1.26M +10,724 +132%
IMC Chicago
1575
IMC Chicago
Illinois
$2.22M -$4.12M -35,032 -65%
61 62
63
64 65