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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 %
AA
2776
Advisory Alpha
Michigan
$176K -$2.47K -18 -1%
CWA
2777
Core Wealth Advisors
Florida
$173K +$173K +1,244 New
ELI
2778
Empire Life Investments
Ontario, Canada
$164K +$83.2K +596 +103%
CFD
2779
Creative Financial Designs
Indiana
$163K -$37.9K -269 -19%
DTIM
2780
Danda Trouve Investment Management
Kansas
$162K +$162K +1,163 New
MAM
2781
Marquette Asset Management
Minnesota
$161K – – –
IWP
2782
IAG Wealth Partners
Wisconsin
$161K +$161K +1,151 New
PCFFS
2783
Pacific Center for Financial Services
California
$160K -$21.6K -155 -12%
WWM
2784
Willingdon Wealth Management
North Carolina
$158K -$10K -72 -6%
BBA
2785
Braun-Bostich & Associates
Pennsylvania
$157K -$240K -1,702 -60%
APW
2786
Acima Private Wealth
Virginia
$155K – – –
CFG
2787
Capstone Financial Group
Oklahoma
$155K +$155K +1,115 New
VCS
2788
Vaughan & Co Securities
New Jersey
$153K +$153K +1,101 New
ACM
2789
Anfield Capital Management
California
$153K +$153K +1,113 New
FGAM
2790
Financial Gravity Asset Management
Texas
$151K -$208K -376 -58%
ST
2791
Sageworth Trust
Pennsylvania
$150K -$20.9K -150 -12%
JPLA
2792
Joseph P. Lucia & Associates
New York
$149K +$69.4K +499 +87%
1W
2793
1776 Wealth
Georgia
$144K +$144K +1,033 New
BAM
2794
Baldrige Asset Management
Pennsylvania
$141K – – –
CCM
2795
Cutler Capital Management
Massachusetts
$141K +$1.95K +14 +1%
HWM
2796
Holloway Wealth Management
Florida
$140K -$12K – –
LWS
2797
Lucia Wealth Services
California
$140K – – –
MS
2798
Mizuho Securities
Japan
$139K -$389K -2,800 -74%
EMFAT
2799
Emerald Mutual Fund Advisers Trust
Pennsylvania
$138K +$138K +989 New
CDIA
2800
Capital Directions Investment Advisors
Georgia
$135K – – –
110 111
112
113 114