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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 %
OTPPB
2126
Ontario Teachers' Pension Plan Board
Ontario, Canada
$633K -$343K -2,919 -35%
GCP
2127
GSA Capital Partners
United Kingdom
$633K +$633K +5,379 New
BHA
2128
Beech Hill Advisors
New York
$631K -$58.9K -500 -9%
HI
2129
Harrington Investments
California
$631K – – –
PFA
2130
Pathway Financial Advisors
Vermont
$629K -$3.26K -25 -0.5%
AAP
2131
Arax Advisory Partners
Colorado
$628K -$9.41K -80 -1%
ECAM
2132
East Coast Asset Management
Massachusetts
$626K – – –
SFG
2133
SNS Financial Group
Minnesota
$625K -$27.4K -233 -4%
W
2134
WealthStone
Ohio
$625K -$1.18K -10 -0.2%
PFO
2135
Pathstone Family Office
New Jersey
$624K -$1.49M -12,644 -70%
CFS
2136
CRA Financial Services
New Jersey
$622K -$101K -855 -14%
FCFS
2137
First Command Financial Services
Texas
$620K +$114K +970 +23%
FCB
2138
First Command Bank
Texas
$620K +$114K +970 +23%
GIA
2139
Gladstone Institutional Advisory
Florida
$619K -$92K -782 -13%
WA
2140
WealthTrust Axiom
Pennsylvania
$618K -$11.8K -100 -2%
WIC
2141
Wilkins Investment Counsel
Massachusetts
$618K – – –
PGA
2142
Portland Global Advisors
Maine
$617K -$58.3K -495 -9%
KFA
2143
Kelleher Financial Advisors
New York
$616K – – –
NFG
2144
Nadler Financial Group
Illinois
$616K +$4.71K +40 +0.8%
SAM
2145
SignalPoint Asset Management
Missouri
$613K -$40.6K -345 -6%
MIC
2146
Meridian Investment Counsel
California
$613K – – –
TIM
2147
Tortoise Investment Management
New York
$612K – – –
HCM
2148
Horiko Capital Management
New York
$612K – – –
SFA
2149
Stewardship Financial Advisors
Georgia
$611K -$707 -6 -0.1%
RWA
2150
RGT Wealth Advisors
Texas
$610K +$40.3K +342 +7%
84 85
86
87 88