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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 %
TWP
2801
TFO Wealth Partners
Ohio
$134K +$134K +962 New
TCM
2802
TD Capital Management
Tennessee
$130K -$11K -79 -8%
CCM
2803
Cribstone Capital Management
Maine
$127K -$418K -3,001 -77%
OAJ
2804
Ogorek Anthony Joseph
New York
$127K +$47.6K +343 +60%
HFS
2805
HBC Financial Services
Washington
$126K +$126K +913 New
CA
2806
Centerpoint Advisors
Massachusetts
$122K – – –
GCM
2807
Grisanti Capital Management
New York
$119K -$1.95K -14 -2%
KFA
2808
Kays Financial Advisory
Georgia
$117K -$207K -1,482 -64%
SFG
2809
Sowa Financial Group
Rhode Island
$112K +$112K +801 New
DOA
2810
D'Orazio & Associates
Virginia
$109K – – –
ME
2811
McIlrath & Eck
Washington
$106K -$5.72K -41 -5%
BWL
2812
Bogart Wealth LLC
Virginia
$92K +$18K +129 +24%
HL
2813
Harding Loevner
New Jersey
$89K – – –
AFS
2814
Aft Forsyth & Sober
Florida
$87K +$87K +625 New
SCA
2815
Stuart Chaussee & Associates
California
$84K – – –
HCM
2816
Hillman Capital Management
Maryland
$84K +$84K +600 New
WLPWM
2817
Walled Lake Planning & Wealth Management
Illinois
$81K +$81K +579 New
SGAM
2818
Smith Group Asset Management
Texas
$80K -$1.39K -10 -2%
AI
2819
ArchPoint Investors
Florida
$77K – – –
BHWM
2820
Bay Harbor Wealth Management
Maryland
$76K -$3.21K -23 -4%
Pacer Advisors
2821
Pacer Advisors
Pennsylvania
$70K -$48M -343,284 -100%
SIS
2822
Sound Income Strategies
Florida
$70K +$7.24K +52 +12%
EIP
2823
Ellis Investment Partners
Pennsylvania
$68K -$26.3K -187 -28%
CG
2824
Cutler Group
California
$67K -$2.63M -18,918 -98%
RWG
2825
Regal Wealth Group
California
$66K +$31.1K +225 +89%
111 112
113
114 115