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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 %
DHFB
1876
Dixon Hubard Feinour & Brown
Virginia
$1.14M +$88.2K +750 +8%
PG
1877
Proffitt & Goodson
Tennessee
$1.13M +$20K +170 +2%
SAM
1878
Shamrock Asset Management
Texas
$1.13M -$68.4K -581 -6%
BWP
1879
BSW Wealth Partners
Colorado
$1.13M +$17.8K +151 +2%
PFC
1880
Phocas Financial Corp
California
$1.13M – – –
RBFC
1881
Roman Butler Fullerton & Co
Missouri
$1.12M -$25.9K -220 -2%
PC
1882
PhiloSmith Capital
Connecticut
$1.12M – – –
FNBOSM
1883
First National Bank of South Miami
Florida
$1.12M -$1.1K -10 -0.1%
WGA
1884
Weather Gauge Advisory
Virginia
$1.12M +$1.77K +15 +0.2%
LFM
1885
Lumina Fund Management
New York
$1.12M – – –
FNBTCON
1886
First National Bank & Trust Co of Newtown
Pennsylvania
$1.11M -$71.9K -611 -6%
HCM
1887
HMS Capital Management
Tennessee
$1.11M -$21.1K -179 -2%
AIL
1888
AGF Investments LLC
Ontario, Canada
$1.11M -$561K -4,766 -34%
Wolverine Trading
1889
Wolverine Trading
Illinois
$1.11M -$21.6M -183,794 -95%
ICM
1890
IMS Capital Management
Oregon
$1.11M +$436K +3,703 +65%
GA
1891
Greytown Advisors
Florida
$1.11M +$141K +1,196 +15%
Kayne Anderson Rudnick Investment Management
1892
Kayne Anderson Rudnick Investment Management
California
$1.1M +$4.94K +42 +0.5%
GLI
1893
Guardian Life Insurance
New York
$1.1M -$14.8K -126 -1%
FDS
1894
First Dallas Securities
Texas
$1.1M +$11.8K +100 +1%
ANTB
1895
AMG National Trust Bank
Colorado
$1.1M -$5.51M -46,821 -83%
CI
1896
CX Institutional
Indiana
$1.1M -$1.37M -11,633 -56%
LJHT
1897
Laurie J. Hall Trustee
$1.09M -$53K -450 -5%
PV
1898
Private Vista
Illinois
$1.09M -$5.52K -47 -0.5%
CAAS
1899
Capital Asset Advisory Services
Michigan
$1.08M +$52.1K +443 +5%
CAM
1900
Cidel Asset Management
Ontario, Canada
$1.08M +$1.08M +9,140 New
74 75
76
77 78