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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 %
WCM
1826
WealthBridge Capital Management
Ohio
$1.28M +$126K +1,074 +11%
PB
1827
Pinnacle Bancorp
Nebraska
$1.28M +$27.3K +232 +2%
WAP
1828
Wealthcare Advisory Partners
Pennsylvania
$1.27M +$71.4K +607 +6%
PWPS
1829
Pinnacle Wealth Planning Services
Ohio
$1.27M +$276K +2,347 +28%
VIA
1830
Vident Investment Advisory
Georgia
$1.25M -$32.5K -276 -3%
SCA
1831
Sippican Capital Advisors
Massachusetts
$1.25M -$20.6K -175 -2%
SWA
1832
Sutton Wealth Advisors
Florida
$1.25M +$24.6K +209 +2%
RP
1833
Rowlandmiller & Partners
Georgia
$1.23M +$30.9K +263 +3%
GCMG
1834
Gyroscope Capital Management Group
Florida
$1.23M -$44.9K -400 -4%
RG
1835
Rikoon Group
New Mexico
$1.23M +$588 +5 +0%
SWA
1836
SFMG Wealth Advisors
Texas
$1.23M +$7.06K +60 +0.6%
SFG
1837
Summit Financial Group
West Virginia
$1.23M +$40.6K +345 +3%
AIM
1838
Acropolis Investment Management
Missouri
$1.22M +$41.4K +352 +4%
OFS
1839
Orrstown Financial Services
Pennsylvania
$1.22M +$36.7K +334 +3%
BCA
1840
Bay Colony Advisors
Massachusetts
$1.22M +$415K +3,530 +52%
AssetMark Inc
1841
AssetMark Inc
California
$1.22M -$1.53M -13,031 -56%
GRQ
1842
Gardner Russo & Quinn
Pennsylvania
$1.21M -$215K -1,830 -15%
AC
1843
Athanor Capital
New York
$1.21M +$1.21M +10,300 New
BFPW
1844
BOK Financial Private Wealth
Colorado
$1.21M +$98.8K +839 +9%
WIA
1845
Westbourne Investment Advisors
Maryland
$1.21M – – –
SMFS
1846
Squar Milner Financial Services
California
$1.21M +$347K +3,608 +40%
AAM
1847
American Asset Management
Florida
$1.21M – – –
OSAM
1848
O'Shaughnessy Asset Management
Connecticut
$1.21M +$160K +1,362 +15%
KTA
1849
Keeley-Teton Advisors
Illinois
$1.21M +$617K +5,245 +105%
ACM
1850
Allred Capital Management
Texas
$1.2M -$59.9K -518 -5%
72 73
74
75 76