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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 %
RI
2301
Rudd International
Florida
$393K -$30.4K -259 -7%
SFG
2302
Sather Financial Group
Texas
$387K -$104K -881 -21%
BW
2303
Biegel & Waller
Maryland
$386K +$47.4K +402 +14%
AWC
2304
Abundance Wealth Counselors
Pennsylvania
$386K +$106K +900 +38%
LDFR
2305
Lehman & Derafelo Financial Resources
Pennsylvania
$385K – – –
PCM
2306
Princeton Capital Management
New Jersey
$384K – – –
OWA
2307
Outlook Wealth Advisors
Texas
$381K +$706 +6 +0.2%
TPW
2308
Tiller Private Wealth
Pennsylvania
$381K +$41.2K +350 +12%
EWA
2309
Evolution Wealth Advisors
Florida
$380K -$49.8K -423 -12%
NWA
2310
New World Advisors
Massachusetts
$380K +$73.6K +625 +24%
CHP
2311
Cable Hill Partners
Oregon
$379K -$27.2K -231 -7%
CP
2312
Camelot Portfolios
Ohio
$379K – – –
IWS
2313
Insight Wealth Strategies
California
$376K +$13.6K +116 +4%
CCC
2314
Chelsea Counsel Company
California
$375K -$353K -3,000 -48%
TCOO
2315
Trust Company of Oklahoma
Oklahoma
$374K – – –
I2I
2316
Insight 2811 Inc
Illinois
$371K -$53.3K -453 -13%
SFA
2317
Semmax Financial Advisors
North Carolina
$371K +$63.6K +540 +21%
WA
2318
Winfield Associates
Ohio
$370K +$30.6K +260 +9%
SFS
2319
Summit Financial Strategies
Ohio
$369K +$118 +1 +0%
TI
2320
Truepoint Inc
Ohio
$368K -$35.5K -301 -9%
POIA
2321
Pin Oak Investment Advisors
Texas
$364K -$47.8K -406 -12%
IIA
2322
IPG Investment Advisors
California
$364K -$35.3K -300 -9%
BWCS
2323
Beirne Wealth Consulting Services
Connecticut
$363K – – –
FA
2324
Forefront Analytics
Pennsylvania
$362K -$148K -1,259 -29%
HWA
2325
HHM Wealth Advisors
Tennessee
$362K +$75.3K +639 +26%
91 92
93
94 95