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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 %
GSWM
2501
Golden State Wealth Management
California
$409K -$1.71M -12,298 -81%
TIM
2502
Total Investment Management
Arizona
$409K -$557 -4 -0.1%
HFA
2503
Huber Financial Advisors
Illinois
$409K – – –
GKWIM
2504
Gerber Kawasaki Wealth & Investment Management
California
$409K +$30.9K +222 +8%
GA
2505
Geller Advisors
New York
$408K -$147K -1,058 -27%
DS
2506
DRW Securities
Illinois
$408K +$408K +2,924 New
WR
2507
Watson Rebecca
$408K +$408K +2,927 New
CFC
2508
Coyle Financial Counsel
Illinois
$407K -$11.2K -80 -3%
I2I
2509
Insight 2811 Inc
Illinois
$406K -$34.2K -245 -8%
TFA
2510
TPG Financial Advisors
Oregon
$403K +$110K +788 +37%
MAM
2511
Martingale Asset Management
Massachusetts
$400K +$400K +2,868 New
GAM
2512
Gemmer Asset Management
California
$399K -$7.24K -52 -2%
UCI
2513
Uncommon Cents Investing
Wisconsin
$399K – – –
VNB
2514
Virginia National Bank
Virginia
$398K +$10.4K +75 +3%
WW
2515
Westshore Wealth
California
$398K +$398K +2,853 New
IA
2516
IFG Advisors
Missouri
$397K – – –
CWM
2517
Cranbrook Wealth Management
Michigan
$396K – – –
VIM
2518
Veritas Investment Management
United Kingdom
$395K +$16K +115 +4%
HCP
2519
Holt Capital Partners
Texas
$391K – – –
AAM
2520
AMI Asset Management
California
$391K +$49.7K +357 +15%
CF
2521
Corrigan Financial
Rhode Island
$389K +$35.3K +253 +10%
HWA
2522
HHM Wealth Advisors
Tennessee
$389K -$39.2K -281 -9%
FWCM
2523
First Western Capital Management
California
$389K – – –
MMHP
2524
Murphy Middleton Hinkle & Parker
Georgia
$389K +$6.97K +50 +2%
TWM
2525
Titus Wealth Management
California
$389K +$71.3K +511 +22%
99 100
101
102 103