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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 %
CFS
2751
Cannon Financial Strategists
Georgia
$210K +$210K +1,507 New
CI
2752
Clal Insurance
Israel
$210K -$1.31M -182,226 -86%
CFA
2753
Cahill Financial Advisors
Minnesota
$210K +$210K +1,500 New
CSS
2754
Cubist Systematic Strategies
Connecticut
$209K -$160K -1,145 -43%
WCM
2755
Wallace Capital Management
Texas
$209K -$14.8K -106 -7%
GWM
2756
GSB Wealth Management
Connecticut
$209K +$209K +1,500 New
BLAM
2757
Bourne Lent Asset Management
New York
$209K +$209K +1,500 New
CCC
2758
Chelsea Counsel Company
California
$208K -$237K -1,700 -53%
KL
2759
KWMG LLC
Kansas
$208K +$208K +1,489 New
HFA
2760
Hoover Financial Advisors
Pennsylvania
$207K +$207K +1,482 New
ACA
2761
Ascension Capital Advisors
Texas
$205K +$205K +1,471 New
ACA
2762
Anchor Capital Advisors
Massachusetts
$204K -$63.1K -453 -24%
HGWM
2763
Harvest Group Wealth Management
Massachusetts
$203K +$555 +4 +0.3%
TAM
2764
Trust Asset Management
Texas
$203K +$203K +1,457 New
SBWIC
2765
Schaper Benz & Wise Investment Counsel
Wisconsin
$203K +$203K +1,459 New
CWM
2766
Cahaba Wealth Management
Georgia
$203K +$203K +1,462 New
KPWG
2767
KFA Private Wealth Group
Virginia
$202K +$202K +1,452 New
KFS
2768
Kurt F. Somerville
$200K +$200K +1,435 New
DI
2769
Disciplined Investments
Oklahoma
$195K +$195K +1,402 New
KFS
2770
Kelly Financial Services
Massachusetts
$190K +$10.3K +74 +6%
APC
2771
Aspire Private Capital
North Carolina
$186K +$14.3K +103 +8%
FFW
2772
Fusion Family Wealth
New York
$181K – – –
KBFS
2773
Kohmann Bosshard Financial Services
Ohio
$181K – – –
CWA
2774
Capital Wealth Alliance
Arizona
$179K +$179K +1,350 New
CMO
2775
Covenant Multifamily Offices
Texas
$177K +$177K +15,074 New
109 110
111
112 113