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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 %
CC
2201
Capital Counsel
New York
$530K +$236K +2,000 +80%
EA
2202
Elm Advisors
California
$526K -$28.4K -241 -5%
WA
2203
Wambolt & Associates
Colorado
$526K +$5.06K +43 +1%
MWPCG
2204
Measured Wealth Private Client Group
New Hampshire
$523K -$581K -4,932 -53%
RSVP
2205
Ramsay Stattman Vela & Price
Colorado
$522K +$17.7K +150 +4%
CAM
2206
Claret Asset Management
Quebec, Canada
$521K -$8.24K -70 -2%
GIP
2207
Greatmark Investment Partners
Georgia
$520K +$283K +2,405 +120%
HTHT
2208
Hemenway Trust Hemenway Trust
New Hampshire
$520K +$520K +4,415 New
LA
2209
LexAurum Advisors
Kansas
$518K +$34K +289 +7%
B
2210
Bridgeworth
Alabama
$518K +$301K +2,561 +139%
MFGP
2211
Marshall Financial Group (Pennsylvania)
Pennsylvania
$517K +$1.53K +13 +0.3%
PPW
2212
Pasadena Private Wealth
California
$512K +$236 +2 +0%
EIA
2213
Edgemoor Investment Advisors
Maryland
$510K -$24.4K -207 -5%
FSC
2214
Full Sail Capital
Oklahoma
$509K +$109K +848 +27%
EIA
2215
Eldridge Investment Advisors
New Hampshire
$508K -$6K -51 -1%
AIA
2216
Arbor Investment Advisors
North Carolina
$503K +$23.6K +201 +5%
NVIM
2217
New Vernon Investment Management
Illinois
$501K – – –
CA
2218
Corrado Advisors
New Jersey
$501K +$2.24K +19 +0.4%
CCA
2219
Clearwater Capital Advisors
Illinois
$499K -$128K -1,086 -20%
JLBC
2220
J.L. Bainbridge & Co
Florida
$499K -$91.8K -780 -16%
VAM
2221
Verity Asset Management
North Carolina
$499K +$60.7K +520 +14%
ER
2222
Enlightenment Research
Florida
$494K +$494K +4,201 New
MHIC
2223
Marble Harbor Investment Counsel
Massachusetts
$493K -$1.53K -13 -0.3%
FCIM
2224
Fairview Capital Investment Management
California
$492K – – –
MA
2225
MONECO Advisors
Connecticut
$491K +$44.5K +378 +10%
87 88
89
90 91