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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 %
GPWA
2151
Great Point Wealth Advisors
Massachusetts
$605K -$29.4K -250 -5%
HCM
2152
Hutchinson Capital Management
California
$604K -$8.24K -70 -1%
AIM
2153
Advantage Investment Management
Iowa
$604K +$54.8K +466 +10%
KWA
2154
KCS Wealth Advisory
California
$603K +$1.3K +11 +0.2%
GG
2155
GenWealth Group
New Jersey
$598K – – –
SFM
2156
Signet Financial Management
New Jersey
$598K +$26.8K +206 +5%
ACA
2157
Atlas Capital Advisors
Wyoming
$596K -$52.3K -444 -8%
WAS
2158
Winch Advisory Services
Wisconsin
$596K +$141K +1,199 +31%
KP
2159
Keel Point
Alabama
$595K -$30.9K -263 -5%
AAM
2160
Ascension Asset Management
New York
$595K -$23.5K -200 -4%
AW
2161
Alpha Windward
Massachusetts
$595K – – –
FC
2162
Financial Consulate
Maryland
$595K +$25.9K +220 +5%
FVWA
2163
Foster Victor Wealth Advisors
South Carolina
$595K +$149K +1,299 +33%
NFP
2164
Narus Financial Partners
Utah
$594K -$12.5K -106 -2%
FA
2165
Fortis Advisors
Pennsylvania
$594K -$236K -2,000 -28%
KIA
2166
Kopp Investment Advisors
Minnesota
$594K -$50.4K -428 -8%
AWM
2167
Arbor Wealth Management
Florida
$593K -$65K -552 -10%
KCP
2168
Kenmare Capital Partners
New York
$588K – – –
OFW
2169
Omnia Family Wealth
Florida
$584K – – –
RIS
2170
Retirement Income Solutions
Michigan
$584K +$84.3K +716 +17%
ACM
2171
Ategra Capital Management
Virginia
$581K -$11.8K -100 -2%
Loomis, Sayles & Company
2172
Loomis, Sayles & Company
Massachusetts
$578K -$3.79M -32,236 -87%
WDA
2173
Wendell David Associates
New Hampshire
$578K +$27.1K +230 +5%
FM
2174
Family Management
New York
$577K -$19.3K -164 -3%
IWP
2175
Icon Wealth Partners
Texas
$575K +$28.4K +241 +5%
85 86
87
88 89