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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 %
NERM
2551
New England Research & Management
Illinois
$371K -$14K -100 -4%
IP
2552
Isthmus Partners
Wisconsin
$370K -$2.23K -16 -0.6%
ZIG
2553
Zuckerman Investment Group
Illinois
$369K – – –
CA
2554
Cumberland Advisors
Florida
$369K – – –
CFO
2555
CVA Family Office
Colorado
$368K +$368K +2,643 New
VIA
2556
Vantis Investment Advisers
Florida
$367K -$42.9M -307,500 -99%
NPPM
2557
North Point Portfolio Managers
Ohio
$367K -$14.4K -103 -4%
TFGT
2558
TS Financial Group (TSFG)
Illinois
$366K +$14K +100 +4%
CI
2559
Cambiar Investors
Colorado
$366K +$14.5K +104 +4%
ACM
2560
AlphaCrest Capital Management
New York
$365K -$2.52M -18,035 -87%
EP
2561
Elkhorn Partners
Nebraska
$362K -$55.7K -400 -13%
VLC
2562
Van Leeuwen & Company
New Jersey
$360K +$24.4K +175 +7%
TCM
2563
Tradewinds Capital Management
Washington
$359K -$6.97K -50 -2%
DCM
2564
Driehaus Capital Management
Illinois
$359K -$558 -4 -0.2%
CCT
2565
Capital City Trust
Florida
$358K +$96.8K +695 +37%
PFA
2566
Pure Financial Advisors
California
$357K +$20.8K +149 +6%
BA
2567
Ballast Advisors
Minnesota
$355K +$355K +2,546 New
AF
2568
Apexium Financial
Texas
$355K +$355K +2,547 New
I
2569
INVST
Indiana
$354K -$19.2K -138 -5%
SVCP
2570
Silicon Valley Capital Partners
California
$352K +$95.6K +686 +37%
JCM
2571
Jacobsen Capital Management
Utah
$351K -$11.8K -85 -3%
AWM
2572
Aevitas Wealth Management
Massachusetts
$351K +$976 +7 +0.3%
SBA
2573
Secrest Blakey & Associates
North Carolina
$350K -$498K -3,574 -59%
S
2574
Surevest
California
$350K -$11.9K -85 -3%
FMP
2575
Financial Management Professionals
Texas
$349K +$16.6K +119 +5%
101 102
103
104 105