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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 %
HCM
1676
Highlander Capital Management
New Jersey
$1.82M – – –
CAM
1677
Cacti Asset Management
Georgia
$1.81M – – –
TAIM
1678
TD Ameritrade Investment Management
Nebraska
$1.81M +$402K +3,412 +28%
KS
1679
Karpas Strategies
Connecticut
$1.81M +$2.24K +19 +0.1%
BMC
1680
Benin Management Corp
Connecticut
$1.8M -$11.8K -100 -0.7%
CCM
1681
Condor Capital Management
New Jersey
$1.79M -$8.71K -74 -0.5%
GSWM
1682
Golden State Wealth Management
California
$1.79M +$68.7K +584 +4%
WIP
1683
Wellesley Investment Partners
Massachusetts
$1.79M +$183K +1,558 +11%
BSAM
1684
Blue Square Asset Management
New York
$1.79M +$1.79M +15,188 New
FCA
1685
FinTrust Capital Advisors
South Carolina
$1.78M -$1.18K -10 -0.1%
VSWA
1686
Vontobel Swiss Wealth Advisors
Switzerland
$1.77M +$7.77K +66 +0.4%
PAMG
1687
Patton Albertson Miller Group
Tennessee
$1.77M -$1.41K -12 -0.1%
TL
1688
TrueWealth LLC
Georgia
$1.77M +$353 +3 +0%
NJBEST
1689
New Jersey Better Educational Savings Trust
New Jersey
$1.77M – – –
NFG
1690
Next Financial Group
Texas
$1.76M +$60.7K +516 +4%
JIP
1691
Jaffetilchin Investment Partners
Florida
$1.76M +$6.12K +52 +0.3%
9WM
1692
9258 Wealth Management
Ohio
$1.76M +$106K +902 +6%
PFGIA
1693
Patriot Financial Group Insurance Agency
Massachusetts
$1.75M +$110K +935 +7%
HFP
1694
Holistic Financial Partners
Indiana
$1.75M -$10.4K -88 -0.6%
IWC
1695
Integrated Wealth Concepts
Massachusetts
$1.75M +$2.59K +22 +0.1%
CAMG
1696
CWA Asset Management Group
Florida
$1.74M +$31.4K +267 +2%
PL
1697
Perpetual Ltd
Australia
$1.74M – – –
BI
1698
Bredin Investment
Delaware
$1.74M – – –
DC
1699
DeDora Capital
California
$1.74M +$214K +1,815 +14%
CWM
1700
Confluence Wealth Management
Oregon
$1.73M -$7.18K -61 -0.4%
66 67
68
69 70