JPM icon

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 %
BFG
2176
Bouchey Financial Group
New York
$574K – – –
MWM
2177
Modera Wealth Management
New Jersey
$574K +$11.9K +101 +2%
BAM
2178
Bruderman Asset Management
New York
$568K -$39.4K -302 -6%
FIG
2179
FundX Investment Group
California
$567K – – –
EA
2180
Emerald Advisers
Pennsylvania
$565K – – –
MTC
2181
McDaniel Terry & Co
Texas
$565K +$321K +2,726 +132%
SDAM
2182
Shulman DeMeo Asset Management
New York
$564K +$10.1K +86 +2%
SQA
2183
Simon Quick Advisors
New Jersey
$557K +$22K +187 +4%
CA
2184
Continuum Advisory
Idaho
$553K +$49.5K +428 +10%
NFG
2185
Nations Financial Group
Iowa
$553K +$114K +915 +26%
SIA
2186
Strategic Investment Advisors
Michigan
$546K +$266K +2,259 +95%
OAM
2187
Oberweis Asset Management
Illinois
$545K -$21.7K -184 -4%
DFA
2188
Delta Financial Advisors
Louisiana
$541K +$141K +1,200 +35%
PCTC
2189
Perkins Coie Trust Company
Washington
$541K +$196K +1,667 +57%
CIM
2190
Confluence Investment Management
Missouri
$540K -$216K -1,832 -29%
LI
2191
LVZ Inc
Michigan
$539K +$2.71K +23 +0.5%
MWVC
2192
Morgens Waterfall Vintiadis & Co
New York
$538K – – –
HCM
2193
Hutner Capital Management
Vermont
$538K +$91.2K +775 +20%
CIA
2194
Cascade Investment Advisors
Oregon
$537K +$96K +816 +22%
CAL
2195
Capital Advisors Ltd
Ohio
$537K -$10.9K -93 -2%
GC
2196
Gilbert & Cook
Iowa
$535K +$18.9K +161 +4%
AWS
2197
AJ Wealth Strategies
New York
$532K -$233K -1,983 -30%
SIM
2198
Sterling Investment Management
Arizona
$531K – – –
CBT
2199
Central Bank & Trust
Kentucky
$530K -$86.6K -736 -14%
MFP
2200
Meridian Financial Partners
Virginia
$530K +$17.1K +151 +3%
86 87
88
89 90