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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
$6.83B
2
Truist Financial
Truist Financial
North Carolina
$380M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$8.4B
4
Goldman Sachs
Goldman Sachs
New York
$2.79B
5
Capital Research Global Investors
Capital Research Global Investors
California
$3.86B

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$1.96B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$718M
3
Vanguard Group
Vanguard Group
Pennsylvania
$34.4B
4
PP
Prudential plc
United Kingdom
$359M
5
Franklin Resources
Franklin Resources
California
$2.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
BWCS
2626
Beirne Wealth Consulting Services
Connecticut
$298K -$133K -951 -31%
FA
2627
Financial Advisors
Massachusetts
$298K – – –
AA
2628
AlphaMark Advisors
Kentucky
$297K -$21.6K -155 -7%
AP
2629
Arlington Partners
Alabama
$296K -$41.8K -300 -12%
TCCM
2630
Timber Creek Capital Management
Massachusetts
$295K – – –
LC
2631
Landaas & Company
Wisconsin
$294K +$697 +5 +0.2%
CA
2632
Capital Advantage
California
$294K +$8.79K +66 +3%
LWM
2633
Lenox Wealth Management
Ohio
$293K -$66.4K -476 -18%
BBL
2634
Beck Bode LLC
Massachusetts
$293K -$37.6K -270 -11%
FC
2635
FCA Corp
Texas
$293K – – –
MCM
2636
McRae Capital Management
New Jersey
$293K – – –
CWM
2637
Campbell Wealth Management
Virginia
$292K -$53.6K -385 -16%
RPAM
2638
Rhenman & Partners Asset Management
Sweden
$292K -$52.5K -377 -15%
KLI
2639
Kelman-Lazarov Inc
Tennessee
$292K – – –
VFM
2640
Vivid Financial Management
California
$290K +$290K +2,113 New
BWM
2641
Brickley Wealth Management
California
$289K +$6.13K +44 +2%
PO
2642
Private Ocean
California
$289K +$92.7K +663 +47%
EFL
2643
ERn Financial LLC
Wisconsin
$289K +$289K +2,071 New
AFG
2644
Affinia Financial Group
Massachusetts
$288K +$288K +2,063 New
SNBOSCI
2645
Security National Bank of Sioux City Iowa
Iowa
$286K – – –
KM
2646
Kalos Management
Georgia
$285K +$285K +2,045 New
AWM
2647
Apollon Wealth Management
South Carolina
$283K +$137 +1 +0%
MWM
2648
Madison Wealth Management
Ohio
$283K +$283K +2,027 New
LRIC
2649
Long Road Investment Counsel
Michigan
$283K +$283K +2,032 New
MLFP
2650
MPS Loria Financial Planners
Illinois
$280K +$835 +6 +0.3%
104 105
106
107 108