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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 %
CP
1776
Covenant Partners
Tennessee
$1.43M – – –
RCA
1777
Ranch Capital Advisors
Florida
$1.43M +$1.43M +12,135 New
CBFP
1778
Cedar Brook Financial Partners
Ohio
$1.43M -$17.3K -147 -1%
CPA
1779
Cowen Prime Advisors
New York
$1.42M -$247K -2,100 -15%
OA
1780
Oxbow Advisors
Texas
$1.42M -$1.64M -13,945 -54%
CASB
1781
Cape Ann Savings Bank
Massachusetts
$1.41M +$71.9K +611 +5%
OIM
1782
Orca Investment Management
Oregon
$1.41M +$1.65K +14 +0.1%
AEPG
1783
American Economic Planning Group
New Jersey
$1.41M -$26.2K -224 -2%
SC
1784
Slow Capital
California
$1.41M +$460K +3,909 +48%
HAC
1785
Harbor Advisory Corp
New Hampshire
$1.41M +$11.8K +100 +0.8%
PMFA
1786
Plante Moran Financial Advisors
Michigan
$1.41M +$117K +992 +9%
FCMT
1787
Founders Capital Management (Texas)
Texas
$1.39M -$5.42K -46 -0.4%
HCM
1788
Harvey Capital Management
Florida
$1.39M – – –
WPC
1789
White Pine Capital
Minnesota
$1.39M +$11.8K +100 +0.9%
FFC
1790
First Financial Corp
Indiana
$1.38M +$34.7K +295 +3%
RIA
1791
Regal Investment Advisors
Michigan
$1.38M -$140K -1,187 -9%
BPGAM
1792
BTG Pactual Global Asset Management
Bermuda
$1.38M +$1.38M +11,710 New
BCM
1793
BlueCrest Capital Management
Jersey
$1.37M -$838K -7,120 -38%
O
1794
Ossiam
France
$1.36M -$841K -7,146 -38%
BSA
1795
Bull Street Advisors
Georgia
$1.36M +$1.36M +11,537 New
DI
1796
DAGCO Inc
Ohio
$1.35M +$216K +1,838 +19%
Balyasny Asset Management
1797
Balyasny Asset Management
Illinois
$1.35M +$546K +4,643 +68%
MCA
1798
Mercer Capital Advisers
New Jersey
$1.35M +$23.5K +200 +2%
DI
1799
DFPG Investments
Utah
$1.34M +$765K +6,840 +134%
SIG
1800
Sargent Investment Group
Maryland
$1.33M -$584K -4,960 -30%
70 71
72
73 74