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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 %
CRCM
2526
Corbett Road Capital Management
Virginia
$389K +$389K +2,809 New
LWM
2527
Liberty Wealth Management
California
$386K +$9.61K +69 +3%
CPC
2528
Consolidated Planning Corp
Georgia
$383K +$383K +2,749 New
BWA
2529
Beam Wealth Advisors
Louisiana
$383K +$383K +2,750 New
CCA
2530
Conestoga Capital Advisors
Pennsylvania
$382K – – –
MIH
2531
Meitav Investment House
Israel
$382K +$135K +970 +54%
EGM
2532
Engineers Gate Manager
New York
$382K +$382K +2,737 New
LP
2533
LGL Partners
Pennsylvania
$381K – – –
RWM
2534
Reston Wealth Management
Virginia
$381K +$1.53K +11 +0.4%
CCFM
2535
Clear Creek Financial Management
Washington
$381K +$13.7K +99 +4%
DA
2536
Detalus Advisors
Missouri
$381K +$381K +2,731 New
CWA
2537
Clarity Wealth Advisors
California
$381K +$381K +2,738 New
ATFA
2538
All Terrain Financial Advisors
Minnesota
$380K -$1.81K -13 -0.5%
DAM
2539
Deltec Asset Management
New York
$380K – – –
POIA
2540
Pin Oak Investment Advisors
Texas
$379K -$51.5K -370 -12%
RC
2541
Reik & Co
New York
$379K – – –
HFRG
2542
Houlihan Financial Resource Group
Virginia
$378K +$378K +2,712 New
CAM
2543
Concorde Asset Management
Michigan
$377K +$53.7K +385 +17%
HCA
2544
Heck Capital Advisors
Wisconsin
$376K +$12.8K +92 +4%
LFS
2545
Legacy Financial Strategies
Kansas
$376K -$15.9K -114 -4%
CAG
2546
Curtis Advisory Group
California
$376K +$376K +2,700 New
FAM
2547
Flaharty Asset Management
Florida
$375K -$96.3K -691 -20%
MAM
2548
Marotta Asset Management
Virginia
$374K +$374K +2,805 New
IFO
2549
Independent Family Office
New York
$374K +$374K +2,680 New
HIM
2550
Hotaling Investment Management
Pennsylvania
$372K – – –
100 101
102
103 104