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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 %
WCM
2826
Wealthcare Capital Management
Virginia
$66K +$33.8K +242 +105%
CMA
2827
Cedar Mountain Advisors
Oregon
$65K +$65K +465 New
SWM
2828
Selective Wealth Management
Virginia
$64K +$140 +1 +0.2%
MWA
2829
Moser Wealth Advisors
Washington
$63K +$63K +450 New
PWP
2830
Personal Wealth Partners
Minnesota
$62K – – –
RIM
2831
Ranger Investment Management
Texas
$60K – – –
SL
2832
Salomon & Ludwin
Virginia
$59K -$1.95K -14 -3%
CAM
2833
Columbia Asset Management
Michigan
$54.6K -$146 -105 -0.3%
HI
2834
Human Investing
Oregon
$54K – – –
JWM
2835
Janiczek Wealth Management
Colorado
$54K +$2.08K +15 +4%
MGI
2836
MayTech Global Investments
New York
$52K – – –
SSWG
2837
Seven Springs Wealth Group
Tennessee
$50K +$50K +357 New
PC
2838
Permanens Capital
New York
$50K +$50K +360 New
CFN
2839
Cordasco Financial Network
Florida
$46K – – –
EAM
2840
Eukles Asset Management
Ohio
$45K +$697 +5 +2%
LAS
2841
Lloyd Advisory Services
Georgia
$45K +$45K +324 New
RBC
2842
Roble Belko & Company
Pennsylvania
$42K – – –
NG
2843
NWK Group
California
$39K +$39K +281 New
AWMS
2844
Advocacy Wealth Management Services
Georgia
$35K -$837 -6 -2%
MWC
2845
MBM Wealth Consultants
Missouri
$35K – – –
MFT
2846
Moisand Fitzgerald Tamayo
Florida
$34K – – –
LWA
2847
Lowe Wealth Advisors
Maryland
$33K +$3.78K +27 +13%
AWM
2848
Avondale Wealth Management
Texas
$32K – – –
RG
2849
Retirement Group
California
$28K +$28K +199 New
RCWMU
2850
Rothschild & Co Wealth Management (UK)
United Kingdom
$27K – – –
112 113
114
115 116