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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 %
OWP
1726
Obermeyer Wealth Partners
Colorado
$1.61M +$26.6K +226 +2%
AIC
1727
Archer Investment Corporation
Indiana
$1.61M -$149K -1,272 -8%
LSAG
1728
Lake Street Advisors Group
New Hampshire
$1.6M +$85.1K +784 +6%
MIP
1729
Marietta Investment Partners
Wisconsin
$1.6M – – –
PFBT
1730
Parkside Financial Bank & Trust
Missouri
$1.6M -$39.8K -338 -2%
JFA
1731
JNBA Financial Advisors
Minnesota
$1.6M +$79.7K +677 +5%
PBO
1732
Peoples Bank (Ohio)
Ohio
$1.59M +$14.1K +120 +0.9%
CWM
1733
Cornerstone Wealth Management
Missouri
$1.59M -$267K -2,269 -14%
VNIM
1734
Vaughan Nelson Investment Management
Texas
$1.59M – – –
TWI
1735
Thomas White International
Illinois
$1.59M -$2.47K -21 -0.2%
GI
1736
GS Investments
Minnesota
$1.59M -$1.18K -10 -0.1%
CAG
1737
Csenge Advisory Group
Florida
$1.58M -$32.6K -277 -2%
SCG
1738
Sonata Capital Group
Washington
$1.58M -$32.4K -275 -2%
1WA
1739
180 Wealth Advisors
Washington
$1.57M -$328K -2,827 -17%
PFM
1740
Phillips Financial Management
Indiana
$1.57M -$10.9K -93 -0.7%
HR
1741
Hayden Royal
North Carolina
$1.56M -$7.88K -67 -0.5%
SJIM
1742
St. Johns Investment Management
Florida
$1.56M -$49.9K -424 -3%
NAMP
1743
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.56M – – –
TAM
1744
Trillium Asset Management
Massachusetts
$1.56M +$305K +2,590 +24%
FIM
1745
Freedom Investment Management
Connecticut
$1.56M -$26.3K -223 -2%
MSWM
1746
Mader & Shannon Wealth Management
Missouri
$1.54M -$101K -858 -6%
MWM
1747
Mission Wealth Management
California
$1.54M +$182K +1,547 +13%
CHJWM
1748
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.54M +$5.71K +50 +0.4%
MCWS
1749
McKinley Carter Wealth Services
West Virginia
$1.52M +$504K +4,283 +49%
Capital Fund Management (CFM)
1750
Capital Fund Management (CFM)
France
$1.51M -$62.4M -530,455 -98%
68 69
70
71 72