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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 %
CT
1601
Clearstead Trust
Maine
$2.11M -$60.5K -514 -3%
Eagle Capital Management (New York)
1602
Eagle Capital Management (New York)
New York
$2.11M – – –
DAM
1603
Delta Asset Management
Tennessee
$2.1M +$23.4K +199 +1%
CA
1604
Calton & Associates
Florida
$2.1M +$158K +1,713 +8%
VRM
1605
Vectors Research Management
New York
$2.1M +$82K +697 +4%
CT
1606
Coastline Trust
Rhode Island
$2.1M -$1.9M -16,108 -47%
LCM
1607
Liberty Capital Management
Michigan
$2.09M +$50.1K +426 +2%
CIP
1608
Capital Insight Partners
Arizona
$2.08M -$22.4K -190 -1%
MFG
1609
Monte Financial Group
Connecticut
$2.08M -$11.4K -97 -0.5%
RWM
1610
RKL Wealth Management
Pennsylvania
$2.08M -$9.54K -81 -0.5%
PCM
1611
Prelude Capital Management
New York
$2.08M -$2.24M -19,040 -52%
CWM
1612
Connecticut Wealth Management
Connecticut
$2.08M +$567K +4,816 +38%
CCM
1613
Community Capital Management
Florida
$2.07M +$779K +6,622 +60%
BOS
1614
Bingham Osborn & Scarborough
California
$2.07M -$57.9K -492 -3%
TWA
1615
Tillar-Wenstrup Advisors
Ohio
$2.07M -$90.9K -772 -4%
SLT
1616
St Louis Trust
Missouri
$2.07M – – –
OCG
1617
Opus Capital Group
Ohio
$2.06M -$15.3K -130 -0.7%
PP
1618
PagnatoKarp Partners
Virginia
$2.06M +$425K +3,615 +26%
FCA
1619
FLC Capital Advisors
California
$2.06M -$106K -903 -5%
SCI
1620
Stableford Capital II
Arizona
$2.05M -$105K -889 -5%
KFGK
1621
Keystone Financial Group (Kentucky)
Kentucky
$2.05M -$21.9K -186 -1%
FCCM
1622
First City Capital Management
Georgia
$2.04M -$44K -374 -2%
QC
1623
Quadrature Capital
United Kingdom
$2.04M +$2.04M +17,312 New
PI
1624
PHH Investments
Texas
$2.04M -$20.5K -174 -1%
SIM
1625
Stratos Investment Management
Ohio
$2.03M +$344K +2,919 +20%
63 64
65
66 67