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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 %
FMT
1701
First Mercantile Trust
Tennessee
$1.73M +$1.88K +16 +0.1%
EHC
1702
Everett Harris & Co
California
$1.73M -$356K -3,029 -17%
LC
1703
LCNB Corp
Ohio
$1.73M +$195K +1,654 +13%
SG
1704
StoneX Group
New York
$1.73M +$270K +2,296 +18%
WAM
1705
Weatherly Asset Management
California
$1.73M -$55.5K -472 -3%
FANJ
1706
Financial Architects (New Jersey)
New Jersey
$1.72M -$6.77M -57,556 -80%
SAMC
1707
Spectrum Asset Management (California)
California
$1.7M +$22.9K +195 +1%
KF
1708
Krilogy Financial
Missouri
$1.7M +$3.77K +32 +0.2%
AFC
1709
AFT Forsyth & Company
Florida
$1.69M +$10.6K +90 +0.6%
RCM
1710
RB Capital Management
Nevada
$1.69M +$102K +889 +6%
NWP
1711
Northstar Wealth Partners
Connecticut
$1.68M +$35.8K +304 +2%
WWM
1712
Windsor Wealth Management
Indiana
$1.68M +$109K +965 +7%
MSU
1713
Mizuho Securities USA
New York
$1.68M +$1.68M +14,300 New
BPWA
1714
Beacon Pointe Wealth Advisors
California
$1.68M +$252K +2,135 +18%
ODG
1715
O'Dell Group
Ohio
$1.67M -$111K -945 -6%
GAM
1716
Grandview Asset Management
Pennsylvania
$1.66M -$218K -1,883 -12%
BHB
1717
Bank Hapoalim BM
Israel
$1.66M -$867K -7,360 -34%
GFP
1718
Gryphon Financial Partners
Ohio
$1.66M +$629K +5,347 +61%
JDR
1719
Jay D. Rosenbaum
$1.64M +$49.4K +420 +3%
CPO
1720
Cerity Partners OCIO
New York
$1.64M +$57.3K +487 +4%
NSAM
1721
North Star Asset Management
Wisconsin
$1.64M -$1.77K -15 -0.1%
CAM
1722
Covenant Asset Management
New Jersey
$1.63M +$30.8K +262 +2%
BEC
1723
Blue Edge Capital
Virginia
$1.63M – – –
EWA
1724
Exencial Wealth Advisors
Oklahoma
$1.62M +$174K +1,478 +12%
LNB
1725
Ledyard National Bank
$1.61M +$13.5K +115 +0.9%
67 68
69
70 71