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 %
NG
2276
Northstar Group
New York
$419K +$706 +6 +0.2%
CMBA
2277
C.M. Bidwell & Associates
Hawaii
$417K -$242K -2,055 -37%
MFW
2278
Mosaic Family Wealth
Missouri
$416K -$12.6K -107 -3%
WC
2279
Westhampton Capital
North Carolina
$415K – – –
CG
2280
Corundum Group
Colorado
$413K -$235 -2 -0.1%
SLA
2281
Silver Lake Advisory
Utah
$412K +$412K +3,499 New
AIM
2282
Allen Investment Management
New York
$410K -$58.5K -497 -12%
SNBOSD
2283
Security National Bank of So Dak
Iowa
$410K -$4.24K -36 -1%
NIC
2284
Northwest Investment Counselors
Oregon
$409K – – –
BCM
2285
Barometer Capital Management
Ontario, Canada
$409K +$129K +1,100 +46%
FG
2286
FSI Group
Ohio
$408K – – –
FWSM
2287
First Wilshire Securities Management
California
$408K +$11.9K +101 +3%
JC
2288
Jentner Corp
Ohio
$408K +$43.2K +367 +12%
SCA
2289
Strategic Capital Advisers
Colorado
$407K -$5.53K -47 -1%
ACM
2290
Aljian Capital Management
Nevada
$406K – – –
DE
2291
Day & Ennis
Georgia
$405K +$2.12K +18 +0.5%
SIAS
2292
Shine Investment Advisory Services
Colorado
$404K -$8.83K -75 -2%
AL
2293
Arnhold LLC
New York
$402K – – –
LCP
2294
Legacy Capital Partners
Wisconsin
$401K -$11.8K -100 -3%
HHAM
2295
HITE Hedge Asset Management
Massachusetts
$399K – – –
FAM
2296
Flaharty Asset Management
Florida
$398K +$35.2K +299 +10%
WI
2297
WrapManager Inc
California
$396K +$33.9K +288 +9%
BPCE
2298
Bank Pictet & Cie (Europe)
Germany
$396K +$118K +1,000 +42%
ACP
2299
Aveo Capital Partners
Colorado
$395K -$8.5K -66 -2%
SA
2300
SRH Advisors
Kansas
$395K – – –
90 91
92
93 94