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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 %
FA
1901
Faithward Advisors
Pennsylvania
$1.08M +$1.08M +9,131 New
B
1902
Brightworth
Georgia
$1.07M +$323K +2,741 +43%
SIM
1903
Sonora Investment Management
Arizona
$1.07M +$337K +2,865 +46%
GCA
1904
Genesee Capital Advisors
New York
$1.07M -$57.3K -487 -5%
PW
1905
Price Wealth
Texas
$1.07M +$86.5K +735 +9%
HJMC
1906
Hellman Jordan Management Company
Massachusetts
$1.07M – – –
PA
1907
PFW Advisors
Georgia
$1.06M +$1.06M +5,030 New
VAG
1908
VisionPoint Advisory Group
Texas
$1.05M -$2.8M -24,414 -73%
SRC
1909
Sage Rhino Capital
California
$1.05M +$9.06K +77 +0.9%
W
1910
Wealthquest
Ohio
$1.05M -$107K -908 -9%
CIAS
1911
Capital Investment Advisory Services
North Carolina
$1.05M -$101K -856 -9%
HWA
1912
Heritage Wealth Advisors
Virginia
$1.05M +$264K +2,246 +34%
PA
1913
Probity Advisors
Texas
$1.05M +$8.24K +70 +0.8%
GHAM
1914
Gilman Hill Asset Management
Connecticut
$1.04M -$164K -1,395 -14%
AA
1915
Alesco Advisors
New York
$1.04M -$8.23K -70 -0.8%
GSBTD
1916
Glenview State Bank Trust Department
Illinois
$1.04M +$177K +1,500 +20%
BRM
1917
Boston Research & Management
Massachusetts
$1.04M – – –
FFSOTS
1918
Fiduciary Financial Services of The Southwest
Texas
$1.04M -$2.47K -21 -0.2%
SC
1919
Searle & Co
Connecticut
$1.04M – – –
CFGS
1920
Concourse Financial Group Securities
Alabama
$1.02M -$1.37M -11,621 -57%
PFA
1921
Paradigm Financial Advisors
Missouri
$1.02M – – –
EWM
1922
Executive Wealth Management
Michigan
$1.02M +$3.65K +31 +0.4%
JA
1923
JOYN Advisors
Georgia
$1.02M -$237K -2,017 -19%
WANY
1924
Wealthspire Advisors (New York)
New York
$1.01M +$597K +5,073 +143%
GIM
1925
Greylin Investment Management
Virginia
$1.01M – – –
75 76
77
78 79