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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 %
DBRC
2576
D.B. Root & Company
Pennsylvania
$347K -$6.82K -49 -2%
MSFP
2577
Mark Sheptoff Financial Planning
Connecticut
$347K +$244K +1,750 +236%
SWMG
2578
Strategic Wealth Management Group
Maryland
$346K +$70.4K +505 +26%
SSA
2579
South Street Advisors
New York
$343K – – –
MF
2580
Manchester Financial
California
$342K -$9.49K -68 -3%
LC
2581
Lavaca Capital
Texas
$341K – – –
GAMC
2582
Garner Asset Management Corp
Texas
$341K +$279 +2 +0.1%
JC
2583
Jacobs & Co
California
$341K +$16.1K +116 +5%
LRIA
2584
Leonard Rickey Investment Advisors
Washington
$341K +$18.1K +130 +6%
VCWA
2585
Vanguard Capital Wealth Advisors
Colorado
$340K -$20.3K -146 -6%
AL
2586
Arnhold LLC
New York
$336K -$139K -1,000 -29%
TC
2587
Tatro Capital
Kentucky
$336K +$336K +2,408 New
AIA
2588
AIMZ Investment Advisors
California
$335K – – –
RBCM
2589
Raub Brock Capital Management
California
$334K – – –
IIA
2590
ICW Investment Advisors
Arizona
$333K +$333K +2,391 New
TA
2591
Trellis Advisors
Washington
$331K -$5.85K -42 -2%
BPCE
2592
Bank Pictet & Cie (Europe)
Germany
$330K -$139K -1,000 -30%
JGIA
2593
Jackson Grant Investment Advisers
Connecticut
$330K -$11.9K -85 -3%
AWA
2594
Alaska Wealth Advisors
Alaska
$330K +$330K +2,367 New
MC
2595
Miles Capital
Iowa
$328K -$70.6K -506 -18%
BFIC
2596
Bedell Frazier Investment Counselling
California
$328K – – –
LWA
2597
Lenox Wealth Advisors
New York
$328K +$46.5K +333 +17%
FNC
2598
First National Corp
Massachusetts
$327K +$5.29K +38 +2%
SA
2599
Silversage Advisors
California
$327K +$327K +2,346 New
WCWM
2600
Willow Creek Wealth Management
California
$325K -$6.96K -50 -2%
102 103
104
105 106