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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
1
T. Rowe Price Associates
Maryland
$6.83B
2
Truist Financial
2
Truist Financial
North Carolina
$380M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$8.4B
4
Goldman Sachs
4
Goldman Sachs
New York
$2.79B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$3.86B

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.96B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$718M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$34.4B
4
PP
4
Prudential plc
United Kingdom
$359M
5
Franklin Resources
5
Franklin Resources
California
$2.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Asset Management
251
BNP Paribas Asset Management
France
$87.1M -$16.8M -120,812 -16%
ASRS
252
Arizona State Retirement System
Arizona
$86.5M -$4.59M -32,909 -5%
N
253
Natixis
France
$86.2M +$12.9M +93,027 +18%
MA
254
MUFG Americas
New York
$86.1M -$2.36M -16,944 -3%
TF
255
TIAA FSB
Florida
$85.5M -$2.82M -20,218 -3%
WT
256
Whittier Trust
California
$84.8M +$1.35M +9,649 +2%
Teacher Retirement System of Texas
257
Teacher Retirement System of Texas
Texas
$84.6M +$6M +43,028 +8%
BMO
258
Beck Mack & Oliver
New York
$83.8M -$964K -6,916 -1%
BCM
259
Becker Capital Management
Oregon
$83.8M -$6.53M -46,840 -7%
URS
260
Utah Retirement Systems
Utah
$83M -$1.3M -9,300 -2%
MNG
261
Manning & Napier Group
New York
$80.5M +$1.54M +11,049 +2%
AIA
262
Avalon Investment & Advisory
Texas
$80.3M +$3.27M +23,432 +4%
PCA
263
Personal Capital Advisors
California
$80M +$3.5M +25,090 +5%
CS
264
Candriam SCA
Luxembourg
$78.4M +$25.4M +182,387 +48%
CWP
265
Capital Wealth Planning
Florida
$78.2M -$18.2M -130,477 -19%
WJWM
266
Williams Jones Wealth Management
New York
$77.9M +$3.11M +22,295 +4%
CLOS
267
Compagnie Lombard Odier SCmA
Switzerland
$77.7M -$1.1M -7,884 -1%
HPC
268
HM Payson & Co
Maine
$77.5M -$2.41M -17,296 -3%
PNC
269
Park National Corp
Ohio
$77.5M -$1.91M -13,718 -2%
TPSF
270
Texas Permanent School Fund
Texas
$77.4M -$5.66M -40,615 -7%
GI
271
GAMCO Investors
Connecticut
$77.3M -$2.73M -19,555 -3%
Connor, Clark & Lunn Investment Management (CC&L)
272
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$76.8M -$6.15M -44,138 -7%
PC
273
Packer & Co
Australia
$76.7M – – –
SOADOR
274
State of Alaska Department of Revenue
Alaska
$76.7M -$11.8M -84,596 -13%
Fiera Capital (Canada)
275
Fiera Capital (Canada)
Quebec, Canada
$76.4M +$512K +3,676 +0.7%
9 10
11
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