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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 %
TCPWM
2076
Traverso Chambers Private Wealth Management
California
$724K -$10.5K -89 -1%
TVAMP
2077
Tennessee Valley Asset Management Partners
Tennessee
$719K -$3.89K -33 -0.5%
SIM
2078
Sadoff Investment Management
Wisconsin
$719K +$86.4K +735 +14%
SFM
2079
Systematic Financial Management
New Jersey
$716K -$2.82M -23,992 -80%
SBA
2080
Secrest Blakey & Associates
North Carolina
$716K +$9.41K +80 +1%
RHDIC
2081
R.H. Dinel Investment Counsel
California
$715K – – –
PIA
2082
Pinion Investment Advisors
Kansas
$714K +$52.9K +450 +8%
MCIA
2083
Mountain Capital Investment Advisors
Colorado
$713K -$191K -1,622 -21%
BIM
2084
Beach Investment Management
Pennsylvania
$708K -$1.27M -10,800 -64%
PAWC
2085
P.A.W. Capital
Connecticut
$706K – – –
ATPW
2086
Ashton Thomas Private Wealth
Arizona
$705K +$19.9K +169 +3%
GM
2087
GeoWealth Management
Illinois
$703K +$703K +5,974 New
WA
2088
Waverly Advisors
Alabama
$701K -$15.4K -131 -2%
MWM
2089
Merriman Wealth Management
Washington
$698K +$23.2K +197 +3%
NS
2090
NewDay Solutions
New Hampshire
$697K -$40.2K -335 -5%
BCA
2091
Berman Capital Advisors
Georgia
$697K -$21.7K -185 -3%
SBWM
2092
Sunflower Bank Wealth Management
Arizona
$696K – – –
RFM
2093
Royal Fund Management
Florida
$693K -$67.7K -576 -9%
SCM
2094
Shapiro Capital Management
Georgia
$692K +$692K +5,880 New
TI
2095
Truehand Inc
New Hampshire
$690K -$24K -204 -3%
CF
2096
Copperwynd Financial
Arizona
$690K +$46K +354 +7%
VA
2097
Valmark Advisers
Ohio
$690K +$168K +1,426 +32%
DWM
2098
Destination Wealth Management
California
$684K -$326K -2,771 -32%
ACA
2099
Ackerman Capital Advisors
Texas
$684K +$31.9K +271 +5%
CW
2100
CreativeOne Wealth
Kansas
$683K -$36K -306 -5%
82 83
84
85 86