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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 %
SIM
1801
SSI Investment Management
California
$1.33M -$706 -6 -0.1%
RA
1802
Rational Advisors
New York
$1.33M +$97.2K +825 +8%
ZB
1803
Zions Bancorporation
Utah
$1.33M -$439K -3,726 -25%
GCM
1804
Gladius Capital Management
Illinois
$1.33M +$433K +3,675 +48%
STA
1805
Summit Trail Advisors
New York
$1.32M +$200K +1,697 +18%
CAC
1806
Certified Advisory Corp
Florida
$1.32M -$51K -433 -4%
AC
1807
Avestar Capital
New York
$1.32M +$833K +7,080 +172%
CCB
1808
Cutter & Co Brokerage
Missouri
$1.32M -$9.65K -82 -0.7%
PP
1809
PDS Planning
Ohio
$1.31M +$239K +2,030 +22%
EW
1810
Evoke Wealth
California
$1.31M +$1.31M +11,163 New
Verition Fund Management
1811
Verition Fund Management
Connecticut
$1.31M -$2.93M -24,882 -69%
FPA
1812
First Pacific Advisors
California
$1.31M -$192K -1,630 -13%
KJWM
1813
Kiley Juergens Wealth Management
Washington
$1.31M +$32.9K +280 +3%
LCAM
1814
London & Capital Asset Management
United Kingdom
$1.3M -$302K -2,569 -19%
AIP
1815
Ahrens Investment Partners
Louisiana
$1.3M +$10.9K +93 +0.8%
MPPLM
1816
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.3M +$14.1K +120 +1%
GWM
1817
Greenwich Wealth Management
Connecticut
$1.3M -$53.8K -457 -4%
THWM
1818
Taylor Hoffman Wealth Management
Virginia
$1.3M +$175K +1,486 +16%
TMC
1819
Trellus Management Company
Florida
$1.3M – – –
BWM
1820
BerganKDV Wealth Management
Minnesota
$1.3M +$15.4K +131 +1%
FTI
1821
Fiduciary Trust International
Massachusetts
$1.29M -$217K -1,843 -14%
SXL
1822
Summit X LLC
Missouri
$1.29M +$28.7K +244 +2%
BST
1823
Bath Savings Trust
Maine
$1.28M +$571K +4,848 +80%
BHBT
1824
Burke & Herbert Bank & Trust
Virginia
$1.28M -$8.24K -70 -0.6%
SC
1825
Saturna Capital
Washington
$1.28M -$159K -1,350 -11%
71 72
73
74 75