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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 %
SDWIA
1576
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.21M +$141K +1,200 +7%
RMCM
1577
Reynders McVeigh Capital Management
Massachusetts
$2.2M +$258K +2,194 +13%
5L
1578
55I LLC
Massachusetts
$2.19M +$1.1M +9,313 +100%
IP
1579
Intellectus Partners
California
$2.19M -$20.6K -175 -0.9%
WP
1580
WMS Partners
Maryland
$2.19M +$330K +2,802 +18%
BOCM
1581
Bontempo Ohly Capital Management
Maryland
$2.19M +$18K +153 +0.8%
IC
1582
Inscription Capital
Texas
$2.18M +$1.1M +9,377 +103%
GCA
1583
Gideon Capital Advisors
New York
$2.18M -$1.54M -13,094 -41%
KTC
1584
Kistler-Tiffany Companies
Pennsylvania
$2.17M +$38K +323 +2%
FI
1585
FormulaFolio Investments
Michigan
$2.17M +$16.9K +144 +0.8%
HDIM
1586
Hanson & Doremus Investment Management
Vermont
$2.16M -$27.7K -235 -1%
NL
1587
NWAM LLC
Washington
$2.16M +$3.3K +28 +0.2%
NGA
1588
Naples Global Advisors
Florida
$2.16M -$23.4K -199 -1%
WCM
1589
Weik Capital Management
Pennsylvania
$2.16M -$13.5K -115 -0.6%
KA
1590
Kovack Advisors
Florida
$2.15M +$305K +2,590 +16%
BWM
1591
BigSur Wealth Management
Florida
$2.15M -$235K -2,000 -10%
ZCI
1592
Zevenbergen Capital Investments
Washington
$2.15M – – –
HCM
1593
Hollencrest Capital Management
California
$2.14M +$12.1K +103 +0.6%
BFO
1594
Biltmore Family Office
North Carolina
$2.14M +$625K +5,306 +41%
MF
1595
MHI Funds
New York
$2.13M -$25.5K -217 -1%
NL
1596
NVWM LLC
Pennsylvania
$2.12M -$22.2K -189 -1%
JIP
1597
JBJ Investment Partners
South Carolina
$2.12M +$296K +2,518 +16%
CAM
1598
Chesapeake Asset Management
New York
$2.11M -$135K -1,145 -6%
AIP
1599
Almanack Investment Partners
Pennsylvania
$2.11M -$62.1K -528 -3%
GWMIA
1600
Global Wealth Management Investment Advisory
Florida
$2.11M +$68.1K +579 +3%
62 63
64
65 66