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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 %
LTFS
301
Ladenburg Thalmann Financial Services
Florida
$64.3M +$6.15M +48,207 +11%
RCM
302
RNC Capital Management
California
$63.7M +$2.14M +15,317 +3%
PSUF
303
People's United Financial
Connecticut
$63.5M -$1.07M -7,706 -2%
PCM
304
Polaris Capital Management
Massachusetts
$63.5M +$1.49M +10,678 +2%
CTB
305
Country Trust Bank
Illinois
$62.8M -$2.23M -15,962 -3%
UB
306
UMB Bank
Missouri
$62.7M +$1.97M +14,166 +3%
AAM
307
Advisors Asset Management
Colorado
$62.4M +$2.11M +15,114 +3%
MSA
308
Mason Street Advisors
Wisconsin
$62.4M -$1.12M -8,034 -2%
PA
309
Pinnacle Associates
New York
$61.1M -$1.6M -11,450 -3%
WT
310
Washington Trust
Rhode Island
$61.1M +$4.56M +32,740 +8%
PGFC
311
Peapack-Gladstone Financial Corp
New Jersey
$60.7M -$1.45M -10,413 -2%
EOJOAM
312
E. Ohman J:or Asset Management
Sweden
$60.3M +$1.91M +13,700 +3%
NAM
313
Nissay Asset Management
Japan
$60.3M +$6.85M +49,124 +13%
GC
314
Guggenheim Capital
Illinois
$58.8M +$3.59M +25,765 +7%
MAM
315
Madison Asset Management
Wisconsin
$58.1M +$58.1M +417,131 New
CIBC Asset Management
316
CIBC Asset Management
Ontario, Canada
$58.1M -$4.46M -31,962 -7%
HIMCH
317
Hartford Investment Management Co (HIMCO)
Connecticut
$57.8M -$2.08M -14,921 -3%
BGC
318
Beutel, Goodman & Co
Ontario, Canada
$56.8M -$29.8M -213,416 -34%
SCP
319
Seizert Capital Partners
Michigan
$56.6M -$2.62M -18,768 -4%
SC
320
Sculptor Capital
New York
$56.3M -$44.3M -317,522 -44%
CI
321
Conning Inc
Connecticut
$56.2M -$3.76M -27,008 -6%
CFB
322
Cullen/Frost Bankers
Texas
$56M +$1.68M +12,047 +3%
FTIOP
323
Fiduciary Trust International of Pennsylvania
Pennsylvania
$56M +$1.92M +13,749 +4%
JHP
324
James Hambro & Partners
United Kingdom
$55.8M +$3.51M +25,157 +7%
GPA
325
Guidance Point Advisors
Massachusetts
$55.8M -$5.3K -38 -0%
11 12
13
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