JPMorgan Chase
JPM
2,891 hedge funds and large institutions have $318B invested in JPMorgan Chase in 2019 Q4 according to their latest regulatory filings, with 390 funds opening new positions, 1,058 increasing their positions, 1,192 reducing their positions, and 66 closing their positions.
491% more first-time investments, than exits
New positions opened: 390 | Existing positions closed: 66
18% more capital invested
Capital invested by funds: $270B → $318B (+$47.6B)
16% more funds holding in top 10
Funds holding in top 10: 667 → 774 (+107)
11% more funds holding
Funds holding: 2,608 → 2,891 (+283)
0.88% more ownership
Funds ownership: 71.84% → 72.71% (+0.88%)
11% less repeat investments, than reductions
Existing positions increased: 1,058 | Existing positions reduced: 1,192
28% less call options, than puts
Call options by funds: $5.05B | Put options by funds: $7B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$752M |
| 2 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$410M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$320M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$301M |
| 5 |
Goldman Sachs
New York
|
+$253M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$930M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$566M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$470M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
-$393M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$377M |
JPM Hedge Fund Activity: Q4 2019 in Review
2,891 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q4 2019, worth a combined $318B — up 18% from $270B a quarter earlier.
Buyers outnumbered sellers: 390 funds opened new JPM positions and 66 closed out — a net gain of 324 holders — while 1,058 added to existing stakes and 1,192 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $752M. The largest seller was Dodge & Cox, cutting an estimated $930M.
- 2,891 institutional investors held JPMorgan Chase (JPM) as of Q4 2019, up from 2,608 in Q3 2019.
- Funds reported $318B of JPMorgan Chase stock for Q4 2019, up 18% quarter-over-quarter.
- 390 funds opened new JPMorgan Chase positions in Q4 2019 and 66 closed out, a net change of +324 holders.
- The largest JPMorgan Chase buyer in Q4 2019 was T. Rowe Price Associates, an estimated $752M added.
- The largest JPMorgan Chase seller in Q4 2019 was Dodge & Cox, an estimated $930M sold.
Based on aggregated 13F filings for Q4 2019.