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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 %
CWM
2926
Centric Wealth Management
Illinois
– -$474K -4,185 Closed
PWS
2927
Paragon Wealth Strategies
Florida
– -$476K -4,046 Closed
UWPG
2928
Ullmann Wealth Partners Group
Florida
– -$465K -3,953 Closed
MPW
2929
MA Private Wealth
California
– -$427K -3,631 Closed
PIC
2930
Portland Investment Counsel
Ontario, Canada
– -$353K -3,000 Closed
TA
2931
Thor Advisors
New York
– -$344K -2,920 Closed
DLHL
2932
Donald L. Hagan LLC
Florida
– -$334K -2,788 Closed
WFPG
2933
Waller Financial Planning Group
Ohio
– -$344K -2,722 Closed
KIM
2934
Karpus Investment Management
New York
– -$275K -2,336 Closed
SRCM
2935
Swift Run Capital Management
Virginia
– -$272K -2,315 Closed
CIC
2936
Cutler Investment Counsel
Oregon
– -$269K -2,284 Closed
CC
2937
Caxton Corporation
New Jersey
– -$218K -1,853 Closed
KAH
2938
Kathryn A. Hall
– -$209K -1,779 Closed
QCIG
2939
Quad-Cities Investment Group
Iowa
– -$118K -1,000 Closed
AM
2940
Atwater Malick
Pennsylvania
– -$74K -631 Closed
HS
2941
Horan Securities
United States
– -$71K -604 Closed
APSP
2942
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$65K -550 Closed
GWAG
2943
Garrett Wealth Advisory Group
Texas
– -$48K -408 Closed
DP
2944
Denver PWM
Colorado
– -$35.5K -302 Closed
CJA
2945
C-J Advisory
California
– -$35K -300 Closed
CAGAS
2946
Capital Advisory Group Advisory Services
Minnesota
– -$16K -134 Closed
NCM
2947
Next Capital Management
New York
– -$9K -75 Closed
CIR
2948
Clear Investment Research
Georgia
– -$4K -35 Closed
CAM
2949
CenterStar Asset Management
Illinois
– -$323K – –
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