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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 %
SB
1626
Strategic Blueprint
Georgia
$2.02M +$48.5K +412 +2%
GGHC
1627
Gilder Gagnon Howe & Co
New York
$2.02M -$6.77M -57,531 -77%
DAC
1628
Dividend Assets Capital
South Carolina
$2.02M +$65.3K +555 +3%
FPIS
1629
Financial Planning & Information Services
Wisconsin
$2.01M +$15.6K +133 +0.8%
QCM
1630
Quest Capital Management
Texas
$2.01M -$40.6K -345 -2%
YWP
1631
YorkBridge Wealth Partners
New York
$2.01M -$295K -2,510 -13%
FI
1632
Fosun International
China
$2.01M -$29.4K -250 -1%
GCA
1633
Gradient Capital Advisors
California
$2.01M +$25.1K +213 +1%
OA
1634
Oak Associates
Ohio
$2M – – –
HC
1635
HNP Capital
New York
$2M +$78.2K +697 +4%
VCAM
1636
Van Cleef Asset Management
Ohio
$2M -$15.2K -129 -0.8%
KCPG
1637
Kavar Capital Partners Group
Kansas
$1.99M – – –
YIA
1638
YHB Investment Advisors
Connecticut
$1.99M +$30.2K +257 +2%
CB
1639
CNB Bank
Pennsylvania
$1.99M -$89.4K -760 -4%
CPP
1640
Crow Point Partners
Massachusetts
$1.99M +$1.99M +16,901 New
CCA
1641
Cobblestone Capital Advisors
New York
$1.99M +$131K +1,115 +7%
CL
1642
Choreo LLC
Illinois
$1.99M -$361K -3,070 -15%
MHIM
1643
MacNealy Hoover Investment Management
Ohio
$1.98M -$287K -2,436 -13%
RMAM
1644
Raab & Moskowitz Asset Management
New Jersey
$1.98M +$43.9K +373 +2%
VCM
1645
Virtue Capital Management
Tennessee
$1.98M -$47.5K -404 -2%
NCM
1646
Neumann Capital Management
California
$1.98M – – –
PA
1647
PFG Advisors
Arizona
$1.97M +$81.5K +724 +4%
PFSC
1648
Peoples Financial Services Corp
Pennsylvania
$1.96M +$1.77K +15 +0.1%
BCM
1649
Birmingham Capital Management
Alabama
$1.96M -$73K -620 -4%
BL
1650
BFSG LLC
California
$1.95M -$13.9K -118 -0.7%
64 65
66
67 68