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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 %
GAG
1751
GM Advisory Group
New York
$1.51M -$176K -1,500 -10%
BWP
1752
Bernardo Wealth Planning
Pennsylvania
$1.5M -$112K -951 -7%
AWM
1753
Aries Wealth Management
Maine
$1.5M -$3.6K -31 -0.2%
BCI
1754
Brinker Capital Investments
Pennsylvania
$1.5M -$177K -1,501 -11%
NIM
1755
NuWave Investment Management
New Jersey
$1.5M +$962K +8,187 +179%
AIC
1756
Ayalon Insurance Company
Israel
$1.49M – – –
CPIA
1757
Cornell Pochily Investment Advisors
New York
$1.48M -$381K -3,241 -20%
AI
1758
Accredited Investors
Minnesota
$1.48M +$57.3K +487 +4%
SWA
1759
Stratos Wealth Advisors
Ohio
$1.47M +$24.2K +206 +2%
WCM
1760
Windsor Capital Management
Arizona
$1.47M -$95.4K -811 -6%
CPA
1761
Clear Perspective Advisors
Illinois
$1.46M +$1.29K +11 +0.1%
AIC
1762
Ameritas Investment Company
Nebraska
$1.46M +$629K +5,224 +76%
EWM
1763
Elmwood Wealth Management
California
$1.46M -$5.77K -49 -0.4%
GFS
1764
GYL Financial Synergies
Connecticut
$1.46M +$86.3K +733 +6%
NCM
1765
Northside Capital Management
Oregon
$1.46M +$694K +5,894 +91%
RIA
1766
Realta Investment Advisors
Delaware
$1.46M -$304K -2,574 -17%
VCM
1767
Versant Capital Management
Arizona
$1.45M -$3.06K -26 -0.2%
AWA
1768
Acorn Wealth Advisors
Michigan
$1.45M -$276K -2,148 -16%
Assenagon Asset Management
1769
Assenagon Asset Management
Luxembourg
$1.45M – – –
EM
1770
ELCO Management
New York
$1.45M +$24.2K +206 +2%
SFSG
1771
Stearns Financial Services Group
North Carolina
$1.45M +$73.9K +628 +5%
QI
1772
Qtron Investments
Massachusetts
$1.44M -$170K -1,441 -11%
ED
1773
Exane Derivatives
France
$1.44M +$67.3K +572 +5%
DM
1774
Delphi Management
Massachusetts
$1.44M -$274K -2,327 -16%
UIA
1775
UBP Investment Advisors
Switzerland
$1.44M +$305K +2,589 +27%
69 70
71
72 73