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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 %
OC
351
Oppenheimer & Co
New York
$47.9M +$2.51M +17,992 +6%
First Manhattan
352
First Manhattan
New York
$47.8M -$140K -1,002 -0.3%
PVH
353
Psagot Value Holdings
Israel
$47.4M -$229K -1,642 -0.5%
GC
354
Giverny Capital
Quebec, Canada
$47.4M +$313K +2,243 +0.7%
SMDAM
355
Sumitomo Mitsui DS Asset Management
Japan
$47.2M -$695K -4,983 -1%
JAM
356
Jupiter Asset Management
United Kingdom
$47.2M +$13.6M +97,542 +40%
ADEF
357
Adams Diversified Equity Fund
Maryland
$47.2M – – –
FMW
358
Farr Miller & Washington
District of Columbia
$47.1M +$102K +729 +0.2%
NLGIA
359
Nippon Life Global Investors Americas
New York
$46.7M -$9.06M -64,970 -16%
DILIC
360
Dai-ichi Life Insurance Company
Japan
$46.6M -$912K -6,544 -2%
PP
361
Palladium Partners
Virginia
$46.4M -$3.72M -26,713 -7%
II
362
IFM Investors
Australia
$46.4M -$2.54M -18,223 -5%
CG
363
Colony Group
Massachusetts
$46.1M +$275K +1,972 +0.6%
SF
364
Synovus Financial
Georgia
$45.8M -$530K -3,801 -1%
BIAS
365
Beacon Investment Advisory Services
New Jersey
$45.8M +$20.1M +144,438 +78%
EB
366
Eastern Bank
Massachusetts
$45.8M +$498K +3,573 +1%
AC
367
Allstate Corporation
Illinois
$45.3M +$14.1K +101 +0%
FT
368
Fiduciary Trust
Massachusetts
$45.2M +$1.1M +7,869 +2%
EDRH
369
Edmond de Rothschild Holding
Switzerland
$45M -$15M -107,587 -25%
WSFS
370
Wilmington Savings Fund Society
Delaware
$45M +$483K +3,467 +1%
PFM
371
Parsec Financial Management
North Carolina
$44.9M -$1.4M -10,019 -3%
PMG
372
Private Management Group
California
$44.8M -$5.57M -39,953 -11%
BIM
373
Bridges Investment Management
Nebraska
$44.6M +$1.07M +7,692 +2%
AIM
374
Achmea Investment Management
Netherlands
$44.2M +$3.7M +26,530 +9%
SAM
375
Securian Asset Management
Minnesota
$44M -$1.66M -11,939 -4%
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