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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 %
LWCA
326
Locust Wood Capital Advisers
New York
$55.4M -$3.45M -24,715 -6%
AG
327
Advisor Group
Arizona
$54.9M +$2.28M +16,324 +4%
BAM
328
Barrett Asset Management
New York
$54.7M +$179K +1,282 +0.3%
ABC
329
Associated Banc-Corp
Wisconsin
$54.5M -$709K -5,089 -1%
BAM
330
Berkshire Asset Management
Pennsylvania
$53.5M -$5.01M -35,949 -9%
DCM
331
Dupont Capital Management
Delaware
$53.2M +$4.33M +31,041 +9%
BF
332
BOK Financial
Oklahoma
$53.1M +$1.73M +12,442 +3%
FCI
333
Financial Counselors Inc
Kansas
$52.3M +$1.29M +9,287 +3%
Cambridge Investment Research Advisors
334
Cambridge Investment Research Advisors
Iowa
$51.7M +$3.25M +23,286 +7%
BHC
335
Bowen Hanes & Co
Florida
$51.6M +$17.6M +126,111 +52%
AC
336
Alleghany Corporation
New York
$51.6M – – –
VDI
337
Vaughan David Investments
Illinois
$51.4M -$1.18M -8,467 -2%
B
338
BP
United Kingdom
$51.3M – – –
WPC
339
Waters Parkerson & Co
Louisiana
$51.2M -$118K -848 -0.2%
HP
340
Hosking Partners
United Kingdom
$51.1M -$1.96M -14,057 -4%
Rockefeller Capital Management
341
Rockefeller Capital Management
New York
$51M -$3.3M -23,639 -6%
ELC
342
Edgar Lomax Company
Virginia
$50.9M -$1.48M -10,625 -3%
SDIC
343
South Dakota Investment Council
South Dakota
$50.8M -$18.2M -130,630 -26%
FP
344
Foundry Partners
Minnesota
$49.5M -$3.45M -24,728 -7%
TH
345
TCTC Holdings
Texas
$49.5M -$114K -820 -0.2%
RHBC
346
R.H. Bluestein & Co
Michigan
$49M +$3.47M +24,903 +8%
ICP
347
Ironvine Capital Partners
Nebraska
$48.9M +$408K +2,927 +0.8%
WB
348
WesBanco Bank
West Virginia
$48.9M -$988K -7,086 -2%
CA
349
Commerzbank Aktiengesellschaft
Germany
$48.6M +$3.94M +28,240 +9%
CAPTRUST Financial Advisors
350
CAPTRUST Financial Advisors
North Carolina
$48.2M +$21.6M +152,862 +81%
12 13
14
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