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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 %
SNB
2326
Security National Bank
Nebraska
$361K – – –
HPC
2327
Hobart Private Capital
North Carolina
$360K +$19.5K +166 +6%
LFS
2328
Legacy Financial Strategies
Kansas
$356K +$87.8K +693 +33%
VFPI
2329
Vantage Financial Partners (Illinois)
Illinois
$356K +$58.8K +500 +20%
SIG
2330
Sky Investment Group
Connecticut
$355K +$2.94K +25 +0.8%
PIC
2331
Portland Investment Counsel
Ontario, Canada
$353K -$118K -1,000 -25%
CFC
2332
Coyle Financial Counsel
Illinois
$353K – – –
EP
2333
Elkhorn Partners
Nebraska
$353K – – –
HC
2334
Hourglass Capital
Texas
$353K +$2.35K +20 +0.7%
OKSA
2335
O'Keefe Stevens Advisory
New York
$352K – – –
PEA
2336
Pacific Edge Advisors
California
$351K -$13.3K -113 -4%
SG
2337
Strid Group
Pennsylvania
$350K – – –
AAIM
2338
Asset Advisors Investment Management
Georgia
$349K -$76.7K -652 -18%
VCM
2339
Violich Capital Management
California
$349K – – –
BCB
2340
Brian C. Broderick
$348K +$131K +1,110 +60%
HFA
2341
Huber Financial Advisors
Illinois
$346K -$25.6K -217 -7%
TIM
2342
Total Investment Management
Arizona
$346K – – –
JCM
2343
Jag Capital Management
Missouri
$344K -$820K -6,959 -70%
WFPG
2344
Waller Financial Planning Group
Ohio
$344K -$49.2K -389 -13%
MWM
2345
Mascoma Wealth Management
New Hampshire
$344K – – –
TA
2346
Thor Advisors
New York
$344K +$344K +2,920 New
CCFM
2347
Clear Creek Financial Management
Washington
$343K -$690K -5,353 -67%
GAM
2348
Gemmer Asset Management
California
$343K +$5.53K +47 +2%
GGI
2349
Godsey & Gibb Inc
Virginia
$339K -$3.53K -30 -1%
UCI
2350
Uncommon Cents Investing
Wisconsin
$337K – – –
92 93
94
95 96