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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
T. Rowe Price Associates
Maryland
$6.83B
2
Truist Financial
Truist Financial
North Carolina
$380M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$8.4B
4
Goldman Sachs
Goldman Sachs
New York
$2.79B
5
Capital Research Global Investors
Capital Research Global Investors
California
$3.86B

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$1.96B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$718M
3
Vanguard Group
Vanguard Group
Pennsylvania
$34.4B
4
PP
Prudential plc
United Kingdom
$359M
5
Franklin Resources
Franklin Resources
California
$2.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
276
Westpac Banking Corp
Australia
$76.3M -$19.8M -141,857 -21%
MVP
277
Miller Value Partners
Florida
$75.2M -$15.4M -110,331 -17%
Creative Planning
278
Creative Planning
Kansas
$74.8M -$1.06M -7,621 -1%
VRS
279
Virginia Retirement Systems
Virginia
$74.7M -$167K -1,200 -0.2%
Caisse de Depot et Placement du Quebec (CDPQ)
280
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$73.3M -$20.4M -146,476 -22%
William Blair Investment Management
281
William Blair Investment Management
Illinois
$73.2M +$717K +5,146 +1%
RA
282
Rovida Advisors
Florida
$73.1M – – –
SW
283
SVB Wealth
Massachusetts
$72.7M -$1.34M -9,594 -2%
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$72.1M -$1.59M -11,377 -2%
MOACM
285
Mutual of America Capital Management
New York
$71.9M -$699K -5,011 -1%
Rafferty Asset Management
286
Rafferty Asset Management
New York
$71.8M +$4.74M +33,991 +7%
DnB Asset Management
287
DnB Asset Management
Norway
$71.3M +$4.27M +30,636 +6%
TAM
288
Todd Asset Management
Kentucky
$70.6M -$820K -5,884 -1%
PWLP
289
Prio Wealth Limited Partnership
Massachusetts
$70.2M +$210K +1,508 +0.3%
BCM
290
Basswood Capital Management
New York
$70M – – –
Mariner
291
Mariner
Kansas
$69.9M +$419K +3,008 +0.6%
PC
292
Polar Capital
United Kingdom
$69.3M -$25.3M -181,566 -27%
AB
293
Amalgamated Bank
New York
$66.3M +$3.51M +25,182 +6%
PP
294
Paloma Partners
Connecticut
$65.8M +$7.58M +54,348 +13%
MLICM
295
Metropolitan Life Insurance Company (MetLife)
New York
$65.8M -$1.73M -12,427 -3%
Kovitz Investment Group Partners
296
Kovitz Investment Group Partners
Illinois
$65.5M -$324K -2,323 -0.5%
FDCDDQ
297
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.1M -$3.77M -27,022 -5%
QP
298
Quilter Plc
United Kingdom
$65M +$65M +466,559 New
MHI
299
Miller Howard Investments
New York
$65M -$2.36M -16,909 -3%
SCA
300
STALEY CAPITAL ADVISERS
Pennsylvania
$64.7M +$440K +3,156 +0.7%
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