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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 %
TIA
2026
Tandem Investment Advisors
South Carolina
$804K +$391K +3,318 +94%
TF
2027
TLWM Financial
Texas
$803K -$23.8K -203 -3%
CAM
2028
Cozad Asset Management
Illinois
$802K -$18.8K -160 -2%
RL
2029
Ruffer LLP
United Kingdom
$802K +$88.8K +754 +12%
WC
2030
Winmill & Co
New York
$800K +$800K +6,800 New
KIC
2031
Keating Investment Counselors
Florida
$798K – – –
NED
2032
Nancy E. Dempze
$794K – – –
PCAP
2033
Pratt Collard Advisory Partners
New York
$793K – – –
AIM
2034
Arcadia Investment Management
Michigan
$793K +$32.4K +275 +4%
DA
2035
Doliver Advisors
Texas
$789K +$97.3K +811 +14%
OBGC
2036
O'Brien Greene & Co
Pennsylvania
$787K – – –
PIMG
2037
Patriot Investment Management Group
Tennessee
$784K -$22.4K -198 -3%
FWP
2038
FAS Wealth Partners
Kansas
$782K +$195K +1,657 +33%
NEIRG
2039
New England Investment & Retirement Group
Massachusetts
$779K -$8.47K -72 -1%
QPWM
2040
Quadrant Private Wealth Management
Pennsylvania
$777K -$28.7K -244 -4%
CYG
2041
Clean Yield Group
Vermont
$777K +$130K +1,104 +20%
KA
2042
Klingman & Associates
New York
$776K +$7.06K +60 +0.9%
BI
2043
Ballast Inc
Kentucky
$774K -$21.3K -181 -3%
MJRIC
2044
Mogy Joel R Investment Counsel
California
$773K -$11.8K -100 -2%
RSWM
2045
Robertson Stephens Wealth Management
California
$773K +$773K +6,572 New
ETI
2046
Enterprise Trust & Investment
California
$772K -$64.9K -551 -8%
CAM
2047
ClariVest Asset Management
California
$770K – – –
RW
2048
REDW Wealth
New Mexico
$770K +$353 +3 +0%
RHAM
2049
Round Hill Asset Management
California
$769K – – –
MKC
2050
M. Kraus & Co
Vermont
$765K +$22.8K +194 +3%
80 81
82
83 84