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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 %
AP
2676
Adero Partners
California
$262K +$262K +1,883 New
BDF
2677
Black Diamond Financial
Maryland
$260K – – –
SAM
2678
SP Asset Management
California
$259K +$557 +4 +0.2%
CHA
2679
Cooper/Haims Advisors
New York
$258K – – –
GG
2680
Greenwood Gearhart
Arkansas
$255K -$5.57K -40 -2%
WAM
2681
Wakefield Asset Management
Colorado
$255K +$255K +1,828 New
PFA
2682
Plotkin Financial Advisors
Maryland
$254K +$254K +1,820 New
ADMI
2683
Albert D. Mason Inc
Massachusetts
$253K -$30K -215 -11%
NA
2684
Nottingham Advisors
New York
$253K – – –
LD
2685
Lipe & Dalton
New York
$253K +$18.4K +132 +8%
AFAS
2686
Acorn Financial Advisory Services
Virginia
$253K +$253K +1,814 New
BWM
2687
BCS Wealth Management
Tennessee
$253K +$253K +1,814 New
OBWP
2688
O'Brien Wealth Partners
Massachusetts
$253K +$253K +1,833 New
SWP
2689
Summit Wealth Partners
Florida
$253K +$253K +1,812 New
GAM
2690
Gould Asset Management
California
$252K -$69.7K -500 -22%
PWS
2691
Private Wealth Strategies
Ohio
$252K +$252K +1,806 New
SICM
2692
Sustainable Insight Capital Management
New York
$251K -$13.9K -100 -5%
OHS
2693
Odey Holdings (Switzerland)
Switzerland
$251K – – –
W
2694
WealthStone
Ohio
$250K -$505K -3,550 -67%
GAM
2695
Garrison Asset Management
Arkansas
$250K – – –
LAM
2696
L2 Asset Management
Massachusetts
$250K +$250K +1,791 New
ICM
2697
Islay Capital Management
Texas
$250K +$250K +1,791 New
VFP
2698
Verus Financial Partners
Virginia
$250K +$250K +1,792 New
MAA
2699
Mraz Amerine & Associates
California
$249K – – –
CCP
2700
Clarkston Capital Partners
Michigan
$248K – – –
106 107
108
109 110