JPM icon

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 %
LFG
2851
Larson Financial Group
Missouri
$26K +$6.5K +47 +33%
LFASL
2852
Lugano Financial Advisors SA (LFA)
Switzerland
$26K +$26K +190 New
TVWM
2853
Tower View Wealth Management
Wisconsin
$20K +$140 +1 +0.7%
TJHA
2854
Thomas J. Herzfeld Advisors
Florida
$20K +$4.22K +31 +27%
IF
2855
Ironwood Financial
Arizona
$19K – – –
CA
2856
CXI Advisors
Indiana
$16K +$16K +117 New
RCC
2857
Red Cedar Capital
Nebraska
$14K – – –
FA
2858
Financial Advantage
Maryland
$13K -$72.8K -560 -85%
CI
2859
Cordant Inc
Oregon
$13K +$13K +96 New
AGA
2860
Accuvest Global Advisors
Utah
$13K +$13K +96 New
CWM
2861
Cedar Wealth Management
California
$12K – – –
NIM
2862
NuWave Investment Management
New Jersey
$11K -$1.7M -12,670 -99%
TFA
2863
Tobias Financial Advisors
Florida
$11K +$11K +83 New
ARIS
2864
Advanced Research Investment Solutions
California
$10.2K +$10.2K +73 New
CAM
2865
ClariVest Asset Management
California
$10K -$937K -6,467 -99%
MIM
2866
Macroview Investment Management
Maryland
$9K – – –
WA
2867
WestEnd Advisors
North Carolina
$8.64K – – –
BCMIO
2868
Beacon Capital Management Inc (Ohio)
Ohio
$7K – – –
BC
2869
Belmont Capital
California
$7K +$7K +50 New
FCH
2870
Freestone Capital Holdings
Washington
$7K +$2.65K +19,011 +61%
PGAM
2871
Princeton Global Asset Management
New Jersey
$6.86K +$1.61K +11,511 +31%
TRCT
2872
Tower Research Capital (TRC)
New York
$5K -$5.64M -38,353 -100%
NIM
2873
Nicollet Investment Management
Minnesota
$3.91K +$44 +318 +1%
AC
2874
Asio Capital
Kentucky
$3.72K +$3.72K +26,663 New
NDSI
2875
Newman Dignan & Sheerar Inc
Rhode Island
$3.31K -$16 -118 -0.5%
113 114
115
116 117