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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 %
CCM
2651
Chickasaw Capital Management
Tennessee
$279K – – –
RC
2652
Rovin Capital
Arizona
$279K +$279K +2,002 New
RA
2653
Rational Advisors
New York
$276K -$1.3M -9,343 -82%
NCM
2654
New Capital Management
Texas
$276K – – –
SC
2655
Stratford Consulting
Texas
$276K +$276K +1,980 New
FDS
2656
Freedom Day Solutions
Texas
$275K +$275K +1,974 New
FPGK
2657
Financial Partners Group (Kansas)
Kansas
$274K +$673 +5 +0.2%
OWA
2658
One Wealth Advisors
California
$273K +$273K +1,959 New
CICI
2659
Capital Investment Counsel Inc
North Carolina
$273K +$273K +1,961 New
VBFG
2660
Vishria Bird Financial Group
Tennessee
$272K -$11.1K -80 -4%
TCM
2661
Tanaka Capital Management
New York
$270K – – –
DWA
2662
Divergent Wealth Advisors
Utah
$270K – – –
ZF
2663
Zhang Financial
Michigan
$270K +$270K +1,938 New
WP
2664
WealthShield Partners
North Carolina
$269K +$269K +1,933 New
HA
2665
HYA Advisors
Missouri
$268K +$268K +1,925 New
LWA
2666
LWS Wealth Advisors
New Jersey
$267K +$267K +1,916 New
WA
2667
WESPAC Advisors
California
$267K +$267K +1,917 New
BA
2668
BCM Advisors
Louisiana
$266K -$4.18K -30 -2%
OWM
2669
Orgel Wealth Management
Wisconsin
$266K – – –
RPGK
2670
Retirement Planning Group (Kansas)
Kansas
$266K +$266K +1,910 New
SAM
2671
Shikiar Asset Management
New York
$265K +$265K +1,900 New
KCM
2672
Kathmere Capital Management
Pennsylvania
$265K +$265K +1,904 New
EL
2673
Envoi LLC
Minnesota
$264K +$264K +1,893 New
SLF
2674
Sun Life Financial
Ontario, Canada
$263K -$100K -720 -28%
MWP
2675
Meridian Wealth Partners
Pennsylvania
$262K +$262K +1,882 New
105 106
107
108 109