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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 %
PCM
1976
Perritt Capital Management
Illinois
$901K – – –
IF
1977
IRON Financial
Illinois
$901K +$16.6K +141 +2%
AF
1978
Allworth Financial
California
$900K -$54.7K -465 -6%
CFG
1979
Cooper Financial Group
California
$898K +$33.5K +285 +4%
CG
1980
Cynosure Group
Utah
$897K -$317K -2,697 -26%
HH
1981
HWG Holdings
Texas
$894K +$194K +1,649 +28%
GPA
1982
Garrison Point Advisors
California
$893K -$15.9K -135 -2%
BCP
1983
Berkeley Capital Partners
Georgia
$887K -$304K -2,587 -26%
IIC
1984
Ironwood Investment Counsel
Arizona
$887K -$14.8K -126 -2%
SCM
1985
Sterneck Capital Management
Missouri
$885K -$40K -340 -4%
EWF
1986
Epstein & White Financial
California
$884K +$269K +2,283 +44%
MHP
1987
Manatuck Hill Partners
Connecticut
$883K +$883K +7,505 New
OAM
1988
Occidental Asset Management
California
$880K +$143K +1,217 +19%
PFS
1989
Physicians Financial Services
North Carolina
$877K -$5.89K -50 -0.7%
RP
1990
Riverbridge Partners
Minnesota
$876K – – –
HFA
1991
High Falls Advisors
New York
$871K -$263K -2,235 -23%
FNBSF
1992
First National Bank Sioux Falls
South Dakota
$870K +$75.2K +639 +9%
SCM
1993
SKBA Capital Management
California
$869K – – –
CVM
1994
Cheviot Value Management
California
$869K +$14.1K +120 +2%
DAM
1995
Diamant Asset Management
Connecticut
$867K – – –
DMC
1996
Drexel Morgan & Co
Pennsylvania
$865K – – –
MCM
1997
MV Capital Management
Maryland
$863K +$84.1K +715 +11%
LC
1998
Lindbrook Capital
California
$862K +$8.47K +72 +1%
XS
1999
XR Securities
Illinois
$861K -$244K -2,076 -22%
FPFS
2000
First Personal Financial Services
North Carolina
$856K -$794K -6,749 -48%
78 79
80
81 82