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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 %
NA
2701
Navellier & Associates
Nevada
$248K +$248K +1,781 New
MWC
2702
MKD Wealth Coaches
Michigan
$247K – – –
22CM
2703
20/20 Capital Management
California
$247K +$247K +1,792 New
EPA
2704
Element Pointe Advisors
Florida
$245K – – –
EWA
2705
ERTS Wealth Advisors
Michigan
$244K +$139 +1 +0.1%
CCIM
2706
Chapwood Capital Investment Management
Texas
$243K +$243K +1,740 New
PA
2707
Paragon Advisors
Texas
$241K +$241K +1,771 New
DC
2708
Derby & Company
Massachusetts
$240K – – –
CIA
2709
Compass Ion Advisors
Pennsylvania
$239K +$239K +1,718 New
RCG
2710
Ruane, Cunniff & Goldfarb
New York
$238K – – –
WLIM
2711
White Lighthouse Investment Management
Massachusetts
$238K +$238K +1,709 New
SFPG
2712
Stonebridge Financial Planning Group
Florida
$237K +$237K +1,700 New
MA
2713
Modus Advisors
Minnesota
$236K +$236K +1,690 New
JSC
2714
Jackson Square Capital
California
$236K +$236K +1,694 New
STB
2715
S&T Bank
Pennsylvania
$235K +$235K +1,687 New
MCMT
2716
Moon Capital Management (Tennessee)
Tennessee
$235K +$235K +1,685 New
SL
2717
Summitry LLC
California
$233K +$233K +1,675 New
LF
2718
Lee Financial
Texas
$232K – – –
CCM
2719
Colorado Capital Management
Colorado
$232K +$232K +1,666 New
WWM
2720
WT Wealth Management
Arizona
$231K +$231K +1,659 New
IA
2721
Independence Advisors
Pennsylvania
$230K -$23.9K -172 -9%
HCM
2722
Horrell Capital Management
Arkansas
$230K – – –
PDM
2723
Penn Davis McFarland
Texas
$230K +$230K +1,652 New
IDA
2724
Intelligence Driven Advisers
California
$229K -$14.5K -104 -6%
NC
2725
NewSquare Capital
Pennsylvania
$229K +$68.5K +492 +43%
107 108
109
110 111