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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 %
MLIC
2101
Mandatum Life Insurance Company
Finland
$683K – – –
SA
2102
Shilanski & Associates
Alaska
$682K -$34.8K -296 -5%
JWA
2103
JFS Wealth Advisors
Pennsylvania
$679K +$6.12K +52 +0.9%
P
2104
&Partners
Tennessee
$678K -$17.7K -150 -3%
PCP
2105
Proficio Capital Partners
Massachusetts
$673K -$83.4K -709 -11%
ONST
2106
Old North State Trust
North Carolina
$669K -$21.2K -180 -3%
KC
2107
Knuff & Co
California
$669K +$404K +3,435 +153%
IR
2108
IAT Reinsurance
New York
$666K – – –
RPG
2109
Resource Planning Group
Georgia
$665K +$706 +6 +0.1%
AIA
2110
Angeles Investment Advisors
California
$663K +$363K +3,087 +121%
MCA
2111
Morris Capital Advisors
Pennsylvania
$660K – – –
AFIA
2112
America First Investment Advisors
Nebraska
$658K – – –
PCMC
2113
Paragon Capital Management (Colorado)
Colorado
$658K +$353 +3 +0.1%
FLII
2114
First Long Island Investors
New York
$656K – – –
REMPR
2115
Roof Eidam Maycock Peralta (REMP)
California
$655K – – –
PAA
2116
Peregrine Asset Advisers
Oregon
$650K +$11.8K +100 +2%
XSC
2117
X-Square Capital
Puerto Rico
$643K -$3.41K -29 -0.5%
FIM
2118
Fernwood Investment Management
Massachusetts
$643K +$643K +5,462 New
SPI
2119
Santori & Peters Inc
Pennsylvania
$642K +$8K +68 +1%
SP
2120
Successful Portfolios
Florida
$638K +$44.7K +380 +8%
OFS
2121
OneAscent Financial Services
Alabama
$638K +$234K +1,809 +58%
CCMW
2122
Cypress Capital Management (Wyoming)
Wyoming
$637K -$11.2K -95 -2%
GC
2123
Grace Capital
Massachusetts
$636K -$3.84M -32,630 -86%
DW
2124
Domani Wealth
Pennsylvania
$636K +$12.6K +107 +2%
UC
2125
Unio Capital
New Jersey
$635K +$276K +2,349 +77%
83 84
85
86 87