JPM icon

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 %
LOAMS
1651
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.95M -$9.18K -78 -0.5%
NIS
1652
National Investment Services
Wisconsin
$1.95M -$132K -1,119 -6%
CCG
1653
Ceeto Capital Group
Florida
$1.94M – – –
RTC
1654
Riverview Trust Company
Washington
$1.94M -$2.82K -24 -0.1%
WA
1655
WBH Advisory
Maryland
$1.93M +$83.2K +707 +5%
SFWA
1656
Summit Financial Wealth Advisors
Louisiana
$1.93M +$19.3K +166 +1%
PCM
1657
Poehling Capital Management
Wisconsin
$1.93M -$76.9K -653 -4%
PPP
1658
Private Portfolio Partners
New Jersey
$1.92M -$166K -1,413 -8%
RA
1659
RFG Advisory
Alabama
$1.92M +$209K +1,779 +12%
HKIM
1660
Hayek Kallen Investment Management
Alabama
$1.92M +$85.9K +730 +5%
MSA
1661
Marino Stram & Associates
Massachusetts
$1.91M +$48.8K +415 +3%
V
1662
VeraBank
Texas
$1.91M +$12.5K +106 +0.7%
CAN
1663
Claraphi Advisory Network
United States
$1.9M -$153K -1,298 -7%
MIM
1664
Miller Investment Management
Pennsylvania
$1.89M – – –
SOAMC
1665
Spirit of America Management Corp
New York
$1.89M – – –
FFG
1666
Ford Financial Group
California
$1.89M +$9.06K +77 +0.5%
GLA
1667
Great Lakes Advisors
Illinois
$1.88M -$81.8K -695 -4%
HIC
1668
Hartline Investment Corp
Illinois
$1.87M +$78.3K +665 +4%
HIC
1669
Holderness Investments Company
North Carolina
$1.87M -$317K -2,697 -14%
OAM
1670
Oak Asset Management
California
$1.87M -$3.18K -27 -0.2%
SMC
1671
Smith, Moore & Co
Missouri
$1.87M +$77.5K +659 +4%
AIM
1672
Aspen Investment Management
Michigan
$1.85M -$493K -4,192 -21%
ACG
1673
Allen Capital Group
Nebraska
$1.84M +$207K +1,840 +13%
CA
1674
Claro Advisors
Massachusetts
$1.83M +$2.59K +22 +0.1%
TCM
1675
Teza Capital Management
Illinois
$1.82M +$759K +6,450 +71%
65 66
67
68 69