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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 %
EF
1951
Empirical Finance
Pennsylvania
$940K +$16.1K +137 +2%
CBA
1952
Coastal Bridge Advisors
Connecticut
$940K +$18.4K +156 +2%
NWM
1953
Northwest Wealth Management
Iowa
$935K – – –
ADBIC
1954
A.D. Beadell Investment Counsel
Wisconsin
$933K +$188K +1,600 +25%
BCM
1955
Bluefin Capital Management
New York
$931K +$931K +7,909 New
PWAC
1956
Private Wealth Advisors (California)
California
$930K -$10.6K -90 -1%
LF
1957
Lantz Financial
Illinois
$928K -$9.4K -83 -1%
DAM
1958
Doheny Asset Management
California
$927K -$58.8K -500 -6%
MSS
1959
Mitchell Sinkler & Starr
Pennsylvania
$925K -$138K -1,170 -13%
AP
1960
Atwood & Palmer
Missouri
$922K -$171K -1,450 -16%
DACG
1961
Donor Advised Charitable Giving
California
$921K -$29.4K -250 -3%
HFS
1962
Howard Financial Services
Texas
$921K +$2.12K +18 +0.2%
HR
1963
Hardy Reed
Mississippi
$919K – – –
NHC
1964
Nicholas Hoffman & Company
Georgia
$918K -$98.2K -834 -10%
ACM
1965
Armbruster Capital Management
New York
$918K – – –
EAM
1966
Evanson Asset Management
California
$915K +$8.24K +70 +0.9%
TCB
1967
Texas Capital Bancshares
Texas
$914K – – –
BCM
1968
Breiter Capital Management
Florida
$910K -$47.7K -405 -5%
WA
1969
Wealth Architects
California
$908K -$14.7K -125 -2%
HHGA
1970
Halbert Hargrove Global Advisors
California
$908K +$199K +1,693 +28%
CWM
1971
Cordatus Wealth Management
Pennsylvania
$907K +$160K +1,359 +21%
CC
1972
Colrain Capital
Massachusetts
$906K – – –
BS
1973
Bessemer Securities
New York
$904K – – –
LB
1974
Legacy Bridge
Iowa
$903K -$18K -153 -2%
HAIM
1975
Hunter Associates Investment Management
Pennsylvania
$902K -$27.7K -235 -3%
77 78
79
80 81