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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
T. Rowe Price Associates
Maryland
+$817M
2
Truist Financial
Truist Financial
North Carolina
+$347M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$327M
4
Goldman Sachs
Goldman Sachs
New York
+$275M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$264M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$1.01B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$615M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$511M
4
PP
Prudential plc
United Kingdom
-$427M
5
Franklin Resources
Franklin Resources
California
-$409M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
2476
Private Capital Management (Colorado)
Colorado
$433K – – –
FA
2477
Forefront Analytics
Pennsylvania
$433K +$4.32K +31 +1%
JC
2478
Jentner Corp
Ohio
$432K -$51.1K -367 -11%
NEPPG
2479
New England Professional Planning Group
Rhode Island
$432K +$432K +3,097 New
MCM
2480
Marathon Capital Management
Maryland
$432K +$432K +3,100 New
VCP
2481
Vista Capital Partners
Oregon
$430K -$81.1K -582 -16%
ACP
2482
Aveo Capital Partners
Colorado
$430K +$2.09K +15 +0.5%
AC
2483
Avenir Corporation
Virginia
$427K +$152K +1,094 +56%
TPW
2484
Tiller Private Wealth
Pennsylvania
$424K -$28K -201 -6%
SNB
2485
Security National Bank
Nebraska
$424K -$3.49K -25 -0.8%
HWA
2486
Heartwood Wealth Advisors
Virginia
$423K +$423K +3,032 New
SIG
2487
Sky Investment Group
Connecticut
$422K +$837 +6 +0.2%
WC
2488
Westhampton Capital
North Carolina
$421K -$69.7K -500 -14%
LPWM
2489
Lake Point Wealth Management
Texas
$419K +$419K +3,007 New
NC
2490
Noked Capital
Israel
$418K +$418K +3,000 New
NI
2491
Noked Israel
Israel
$418K +$418K +3,000 New
AWM
2492
Altus Wealth Management
Kentucky
$418K +$418K +3,000 New
HC
2493
Hourglass Capital
Texas
$417K -$1.4K -10 -0.3%
FNBOH
2494
First National Bank of Hutchinson
Kansas
$417K +$57.5K +412 +16%
SG
2495
Strid Group
Pennsylvania
$415K – – –
OKSA
2496
O'Keefe Stevens Advisory
New York
$414K – – –
VCM
2497
Violich Capital Management
California
$413K – – –
SAA
2498
Southeast Asset Advisors
Georgia
$411K +$21.3K +153 +5%
PA
2499
PSI Advisors
Florida
$411K +$411K +2,954 New
BL
2500
Balentine LLC
Georgia
$410K +$130K +932 +46%
98 99
100
101 102