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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 %
FWM
2001
Focused Wealth Management
New York
$850K -$32.1K -273 -4%
RTS
2002
Round Table Services
New Jersey
$849K -$22.6K -192 -3%
JHCP
2003
Jackson Hole Capital Partners
Oklahoma
$849K +$235K +2,000 +38%
AWE
2004
Avidian Wealth Enterprises
Texas
$846K +$259K +2,206 +44%
RFA
2005
Reilly Financial Advisors
California
$841K -$60.1K -510 -7%
PWM
2006
Paulson Wealth Management
Illinois
$841K -$45.5K -387 -5%
FBT
2007
First Bank & Trust
South Dakota
$840K +$203K +1,726 +32%
EWM
2008
Empirical Wealth Management
Washington
$835K -$114K -966 -12%
CHA
2009
Carmichael Hill & Associates
Maryland
$832K +$14.7K +125 +2%
PCS
2010
Personal CFO Solutions
New Jersey
$828K +$828K +7,033 New
SI
2011
SCP Investment
California
$824K +$824K +7,000 New
CM
2012
Columbus Macro
Pennsylvania
$823K -$180K -1,528 -18%
CC
2013
Cedar Capital
Illinois
$823K +$37.6K +320 +5%
AF
2014
Affiance Financial
Minnesota
$821K – – –
FRA
2015
Front Row Advisors
California
$816K +$43.8K +372 +6%
LTI
2016
Laffer Tengler Investments
Tennessee
$813K -$5.41K -46 -0.7%
BB
2017
Bell Bank
North Dakota
$812K +$5.3K +45 +0.7%
SFG
2018
StrategIQ Financial Group
Indiana
$812K +$11.8K +100 +1%
GIM
2019
Groesbeck Investment Management
New Jersey
$811K +$99.8K +848 +14%
BSPF
2020
British Steel Pension Fund
United Kingdom
$810K -$569K -4,833 -41%
BIA
2021
Bigelow Investment Advisors
Maine
$809K +$5.18K +44 +0.6%
SP
2022
SWS Partners
Ohio
$807K -$134K -1,034 -14%
B
2023
Bellecapital
Switzerland
$806K +$66.5K +565 +9%
MAM
2024
Mastrapasqua Asset Management
Tennessee
$805K +$4.71K +40 +0.6%
AIA
2025
Alera Investment Advisors
Illinois
$804K -$1.41K -12 -0.2%
79 80
81
82 83