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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 %
IWA
2726
Inspirion Wealth Advisors
Illinois
$229K +$229K +1,643 New
FI
2727
Financial Insights
Washington
$229K +$229K +1,644 New
VAS
2728
Vestmark Advisory Solutions
Massachusetts
$226K -$1.32M -60,707 -85%
SHWM
2729
Smith & Howard Wealth Management
Georgia
$226K +$226K +1,619 New
RF
2730
RHS Financial
California
$224K +$224K +1,610 New
TF
2731
TimeScale Financial
Massachusetts
$223K – – –
PAG
2732
Pinnacle Advisory Group
Maryland
$222K -$103K -737 -32%
HFM
2733
Harvest Fund Management
China
$222K +$143K +850 +179%
AMG
2734
Advisors Management Group
Wisconsin
$221K +$221K +1,583 New
RWRC
2735
R.W. Roge & Company
New York
$221K +$221K +1,600 New
BMCM
2736
Bryn Mawr Capital Management
Pennsylvania
$220K +$220K +1,578 New
AIS
2737
Accurate Investment Solutions
Pennsylvania
$219K +$14.9K +107 +7%
HIM
2738
Hanlon Investment Management
New Jersey
$219K +$219K +1,569 New
BRC
2739
Bell Rock Capital
Delaware
$218K +$1.11K +8 +0.5%
NQWM
2740
Northwest Quadrant Wealth Management
Oregon
$218K +$218K +1,572 New
TFA
2741
Toth Financial Advisory
Virginia
$217K -$65K -467 -23%
WCG
2742
Weaver Consulting Group
California
$217K +$6.58K +56 +3%
NC
2743
NovaPoint Capital
Georgia
$217K +$217K +1,554 New
BCFS
2744
Butensky & Cohen Financial Security
Florida
$217K +$217K +1,558 New
MIM
2745
Martin Investment Management
Florida
$217K +$217K +1,559 New
CA
2746
Crumly & Associates
Illinois
$216K +$216K +1,546 New
EW
2747
Element Wealth
Mississippi
$215K +$215K +1,545 New
1NWS
2748
1 North Wealth Services
Maryland
$213K +$46.5K +334 +28%
PSC
2749
Prentiss Smith & Co
Vermont
$212K +$212K +1,519 New
RFWA
2750
RPg Family Wealth Advisory
Massachusetts
$210K -$27.6K -198 -12%
108 109
110
111 112