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JPMorgan Chase
JPM

Overview Fund Activity

2,882 hedge funds and large institutions have $317B invested in JPMorgan Chase in 2019 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,056 increasing their positions, 1,189 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,882
Holders Change
+279
Holders Change %
+10.72%
% of All Funds
56.91%
Holding in Top 10
770
Holding in Top 10 Change
+107
Holding in Top 10 Change %
+16.14%
% of All Funds
15.21%
New
386
Increased
1,056
Reduced
1,189
Closed
66
Calls
$5.05B
Puts
$7B
Net Calls
-$1.94B
Net Calls Change
-$192M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$6.83B
2
Truist Financial
2
Truist Financial
North Carolina
$380M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$8.4B
4
Goldman Sachs
4
Goldman Sachs
New York
$2.79B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$3.86B

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.96B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$718M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$34.4B
4
PP
4
Prudential plc
United Kingdom
$359M
5
Franklin Resources
5
Franklin Resources
California
$2.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
226
PineBridge Investments
New York
$104M -$1.3M -9,298 -1%
UCFA
227
United Capital Financial Advisors
Texas
$102M +$4.59M +32,896 +5%
EIP
228
Easterly Investment Partners
Massachusetts
$101M -$17.9M -128,624 -15%
AACR
229
ACR Alpine Capital Research
Missouri
$100M -$20.9M -150,074 -17%
SBH
230
Segall Bryant & Hamill
Illinois
$99.6M -$1.01M -7,226 -1%
XK
231
Xact Kapitalforvaltning
Sweden
$99M +$1.07M +7,674 +1%
CII
232
Capital International Inc
California
$98.5M -$1.84M -13,217 -2%
MSL
233
Mackay Shields LLC
New York
$98.2M -$13.5M -97,190 -12%
CCMG
234
Clark Capital Management Group
Pennsylvania
$97.1M +$9.69M +69,534 +11%
Los Angeles Capital Management
235
Los Angeles Capital Management
California
$94.8M -$10.5M -75,414 -10%
FWIA
236
Fort Washington Investment Advisors
Ohio
$94.4M +$5.35M +38,359 +6%
Nomura Holdings
237
Nomura Holdings
Japan
$90.9M +$83M +618,791 +1,062%
CWM
238
CIBC World Markets
New York
$90.6M +$21M +150,350 +30%
BA
239
Bridgewater Associates
Connecticut
$90.5M +$90.5M +649,376 New
ERSOT
240
Employees Retirement System of Texas
Texas
$90.3M +$3.49M +25,000 +4%
Mitsubishi UFJ Asset Management
241
Mitsubishi UFJ Asset Management
Japan
$90.2M +$8.45M +61,110 +10%
WF
242
Welch & Forbes
Massachusetts
$90.2M +$417K +2,990 +0.5%
GF
243
Gabelli Funds
New York
$89.8M -$4.61M -33,100 -5%
BCWM
244
Bartlett & Co Wealth Management
Ohio
$89.6M -$141K -1,013 -0.2%
CCM
245
Cullen Capital Management
New York
$89.3M -$4.44M -31,840 -5%
OAM
246
Oppenheimer Asset Management
New York
$88.3M -$15.6K -112 -0%
CIP
247
Cornerstone Investment Partners
Georgia
$88.1M -$24.1M -173,116 -22%
NIMC
248
NWQ Investment Management Company
California
$88M -$8.97M -64,315 -9%
SCM
249
Sirios Capital Management
Massachusetts
$87.9M -$14.4M -103,026 -14%
NEAM
250
New England Asset Management
Connecticut
$87.9M -$125K -900 -0.1%
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