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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 %
FPCP
1926
Fort Point Capital Partners
California
$1.01M +$400K +3,402 +66%
MAM
1927
Morse Asset Management
Connecticut
$1M +$324K +2,751 +48%
PWMG
1928
Prestige Wealth Management Group
New Jersey
$1M +$3.41K +29 +0.3%
GCC
1929
Game Creek Capital
Massachusetts
$1M +$676K +5,750 +209%
RCM
1930
Requisite Capital Management
Texas
$996K -$706 -6 -0.1%
SAM
1931
Smithbridge Asset Management
Pennsylvania
$995K +$212K +1,800 +27%
TCM
1932
Tributary Capital Management
Nebraska
$992K -$118K -1,000 -11%
FBFS
1933
First Business Financial Services
Wisconsin
$988K +$12.4K +105 +1%
LCM
1934
LVM Capital Management
Michigan
$987K -$6.01K -51 -0.6%
WAG
1935
Winthrop Advisory Group
Massachusetts
$987K +$56.1K +477 +6%
AWM
1936
AllSquare Wealth Management
New York
$982K -$20.6K -175 -2%
SM
1937
Sciencast Management
New Jersey
$978K -$717K -6,083 -42%
WCAMG
1938
Woodard & Company Asset Management Group
North Carolina
$978K +$978K +8,308 New
WDL
1939
Well Done LLC
Michigan
$977K -$3.18K -27 -0.3%
PCM
1940
Pointe Capital Management
Michigan
$975K – – –
LC
1941
Lincoln Capital
Nebraska
$970K +$970K +8,246 New
MFW
1942
Meristem Family Wealth
Minnesota
$964K -$666K -5,659 -41%
PWAP
1943
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$959K -$517K -4,396 -35%
DCM
1944
Dimension Capital Management
Florida
$956K -$3.65K -31 -0.4%
CA
1945
Cambridge Advisors
Nebraska
$949K +$2.94K +25 +0.3%
RCA
1946
Rowland Carmichael Advisors
Arizona
$949K +$19.8K +168 +2%
GWCM
1947
Godshalk Welsh Capital Management
Pennsylvania
$949K +$36.5K +310 +4%
SCP
1948
Sandhill Capital Partners
New York
$948K +$35.2K +299 +4%
CG
1949
CFO4Life Group
Texas
$947K -$68.6K -583 -7%
TFCP
1950
Twin Focus Capital Partners
Massachusetts
$941K +$258K +2,189 +38%
76 77
78
79 80