JPM icon

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 %
SAM
2601
Summit Asset Management
Tennessee
$322K -$2.79K -20 -0.9%
MMM
2602
Mendel Money Management
Illinois
$322K -$697 -5 -0.2%
W
2603
WealthOne
New York
$321K +$8.65K +62 +3%
MCG
2604
MACRO Consulting Group
New Jersey
$317K – – –
WI
2605
Wedgewood Investors
Pennsylvania
$316K – – –
DPI
2606
Diversified Portfolios Inc
Michigan
$316K +$17.4K +125 +6%
SFWC
2607
Strategic Family Wealth Counselors
New Jersey
$315K +$697 +5 +0.2%
DA
2608
DSC Advisors
Illinois
$315K +$24.5K +176 +8%
BC
2609
Barnett & Company
Tennessee
$315K +$63.1K +452 +25%
OTPPB
2610
Ontario Teachers' Pension Plan Board
Ontario, Canada
$314K -$435K -3,124 -58%
RHJA
2611
Rice Hall James & Associates
California
$314K – – –
MWM
2612
MinichMacGregor Wealth Management
New York
$313K -$17.3K -124 -5%
RHFI
2613
Reilly Herbert Faulkner III
$313K +$13.9K +100 +5%
WFM
2614
Wolff Financial Management
Michigan
$312K – – –
LIM
2615
Lathrop Investment Management
Arkansas
$312K – – –
AMG
2616
Asset Management Group
Connecticut
$311K -$4.75K -34 -2%
ICM
2617
Intrepid Capital Management
Florida
$309K +$309K +2,218 New
PCMK
2618
Paragon Capital Management (Kansas)
Kansas
$307K +$31.2K +224 +11%
VIMU
2619
Veritas Investment Management (UK)
United Kingdom
$304K – – –
LGWM
2620
Litman Gregory Wealth Management
California
$304K +$89.8K +645 +42%
AWM
2621
Adams Wealth Management
Utah
$303K +$303K +2,176 New
JFG
2622
JMG Financial Group
Illinois
$300K +$2.79K +20 +0.9%
PHAM
2623
Palisades Hudson Asset Management
Florida
$299K +$9.62K +69 +3%
EI
2624
Ellevest Inc
New York
$299K +$132K +949 +79%
FWM
2625
FSA Wealth Management
Massachusetts
$299K +$299K +2,147 New
103 104
105
106 107