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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
1
Boston Partners
Massachusetts
$1.2B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$5.08B
3
Capital International Investors
3
Capital International Investors
California
$3.1B
4
Capital World Investors
4
Capital World Investors
California
$9.57B
5
Victory Capital Management
5
Victory Capital Management
Texas
$277M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.51B
2
BlackRock
2
BlackRock
New York
$24.9B
3
Dodge & Cox
3
Dodge & Cox
California
$2.51B
4
Bank of America
4
Bank of America
North Carolina
$6.41B
5
State Street
5
State Street
Massachusetts
$17.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
201
Argent Capital Management
Missouri
$113M +$84.9K +721 +0.1%
ProShare Advisors
202
ProShare Advisors
Maryland
$112M -$2.18M -18,487 -2%
FAF
203
Fjarde Ap-fonden
Sweden
$112M -$3.24M -27,561 -3%
FI
204
Focused Investors
California
$110M -$318K -2,700 -0.3%
Macquarie Group
205
Macquarie Group
Australia
$105M +$3.46M +29,371 +3%
DLA
206
Douglas Lane & Associates
New York
$103M +$536K +4,552 +0.5%
First Trust Advisors
207
First Trust Advisors
Illinois
$103M +$2.74M +23,271 +3%
AACR
208
ACR Alpine Capital Research
Missouri
$102M -$1.16M -9,896 -1%
MIM
209
MetLife Investment Management
New Jersey
$102M -$2.83M -24,013 -3%
BTS
210
BB&T Securities
Virginia
$102M -$4.61M -39,169 -4%
BFS
211
Bradley Foster & Sargent
Connecticut
$101M -$1.3M -11,027 -1%
EIP
212
Easterly Investment Partners
Massachusetts
$100M -$87.4M -743,043 -47%
ASC
213
Atalanta Sosnoff Capital
New York
$99.2M +$9.7M +82,449 +11%
FWCM
214
Ferguson Wellman Capital Management
Oregon
$96.8M +$626K +5,318 +0.7%
SCM
215
Smead Capital Management
Arizona
$95M -$2.73M -23,185 -3%
CIP
216
Cornerstone Investment Partners
Georgia
$94.7M -$2.3M -19,555 -2%
MSL
217
Mackay Shields LLC
New York
$94.3M -$8.48M -72,015 -8%
NIPH
218
NN Investment Partners Holdings
Netherlands
$93.7M +$3.37M +28,666 +4%
ZIM
219
Zacks Investment Management
Illinois
$93.7M +$2.29M +19,467 +3%
GG
220
Gofen & Glossberg
Illinois
$92.3M -$341K -2,900 -0.4%
GIBU
221
Gulf International Bank (UK)
United Kingdom
$90.7M -$580K -4,926 -0.6%
Los Angeles Capital Management
222
Los Angeles Capital Management
California
$88.9M -$23.7M -201,495 -21%
PI
223
PineBridge Investments
New York
$88.5M +$653K +5,552 +0.7%
CIC
224
Chilton Investment Company
Connecticut
$88.3M -$6M -50,974 -6%
BNP Paribas Asset Management
225
BNP Paribas Asset Management
France
$87.8M +$8.85M +75,176 +11%
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