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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 %
CWA
2876
Carolina Wealth Advisors
South Carolina
$3K +$3K +25 New
CA
2877
Claar Advisors
New York
$2.79K +$2.79K +20,000 New
LP
2878
LMR Partners
United Kingdom
$2.76K +$1.37K +9,858 +99%
SHWM
2879
Silicon Hills Wealth Management
Texas
$1.2K +$1.2K +10 New
PAA
2880
Peregrine Asset Advisers
Oregon
$728 -$42 -300 -5%
WCA
2881
Windsor Creek Advisors
Vermont
$392 +$3 +21 +0.8%
LS
2882
Leelyn Smith
Illinois
$218 +$218 +1,593 New
Arrowstreet Capital
2883
Arrowstreet Capital
Massachusetts
– -$154M -1,308,919 Closed
Renaissance Technologies
2884
Renaissance Technologies
New York
– -$125M -1,064,191 Closed
C
2885
Consulta
United Kingdom
– -$47.1M -400,000 Closed
QIM
2886
Quantitative Investment Management
Virginia
– -$42.9M -364,600 Closed
RRAM
2887
River Road Asset Management
Kentucky
– -$38.2M -324,196 Closed
DAM
2888
Davis Asset Management
California
– -$29.4M -250,000 Closed
Two Sigma Investments
2889
Two Sigma Investments
New York
– -$18.1M -153,378 Closed
GCM
2890
Graham Capital Management
Connecticut
– -$10.6M -90,000 Closed
AF
2891
Ally Financial
Michigan
– -$9.18M -78,000 Closed
Voloridge Investment Management
2892
Voloridge Investment Management
Florida
– -$7.99M -67,898 Closed
Hudson Bay Capital Management
2893
Hudson Bay Capital Management
Connecticut
– -$7.65M -65,000 Closed
BVDMP
2894
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
– -$6.8M -63,000 Closed
IPGDR
2895
Investidor Profissional Gestao de Recursos
Brazil
– -$7.35M -62,478 Closed
MSDF
2896
Michael & Susan Dell Foundation
New York
– -$6.02M -51,109 Closed
AIM
2897
ARGA Investment Management
Connecticut
– -$5.91M -50,233 Closed
MUAMU
2898
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$4.71M -40,000 Closed
BCMNY
2899
Buckingham Capital Management (New York)
New York
– -$4.53M -38,512 Closed
NEPWA
2900
New England Private Wealth Advisors
Massachusetts
– -$4.18M -35,545 Closed
114 115
116
117 118