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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 %
TSS
2901
Two Sigma Securities
New York
– -$3.95M -33,538 Closed
TI
2902
Trexquant Investment
Connecticut
– -$3.29M -27,976 Closed
LOAMU
2903
Lombard Odier Asset Management (USA)
New York
– -$3.04M -25,850 Closed
GCM
2904
Glaxis Capital Management
Florida
– -$2.35M -20,000 Closed
PCA
2905
PL Capital Advisors
Florida
– -$2.35M -20,000 Closed
GCA
2906
Gideon Capital Advisors
New York
– -$2.18M -18,510 Closed
QC
2907
Quadrature Capital
United Kingdom
– -$2.04M -17,312 Closed
CPP
2908
Crow Point Partners
Massachusetts
– -$1.99M -16,901 Closed
NIS
2909
National Investment Services
Wisconsin
– -$1.95M -16,529 Closed
TCM
2910
Teza Capital Management
Illinois
– -$1.82M -15,494 Closed
Capital Fund Management (CFM)
2911
Capital Fund Management (CFM)
France
– -$1.51M -12,867 Closed
BPGAM
2912
BTG Pactual Global Asset Management
Bermuda
– -$1.38M -11,710 Closed
Balyasny Asset Management
2913
Balyasny Asset Management
Illinois
– -$1.35M -11,474 Closed
GCM
2914
Gladius Capital Management
Illinois
– -$1.33M -11,287 Closed
SM
2915
Sciencast Management
New Jersey
– -$978K -8,300 Closed
EWF
2916
Epstein & White Financial
California
– -$884K -7,501 Closed
XS
2917
XR Securities
Illinois
– -$861K -7,319 Closed
SI
2918
SCP Investment
California
– -$824K -7,000 Closed
GM
2919
GeoWealth Management
Illinois
– -$703K -5,974 Closed
SCM
2920
Shapiro Capital Management
Georgia
– -$692K -5,880 Closed
IR
2921
IAT Reinsurance
New York
– -$666K -5,655 Closed
FIM
2922
Fernwood Investment Management
Massachusetts
– -$643K -5,462 Closed
OFS
2923
OneAscent Financial Services
Alabama
– -$638K -4,934 Closed
BAM
2924
Bruderman Asset Management
New York
– -$568K -4,355 Closed
ER
2925
Enlightenment Research
Florida
– -$494K -4,201 Closed
114 115 116
117
118