JPM icon

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 %
PR
376
Payden & Rygel
California
$44M -$139K -1,000 -0.3%
DADC
377
D.A. Davidson & Co
Montana
$43.7M +$2.32M +16,659 +6%
CAG
378
Crestwood Advisors Group
Massachusetts
$43.7M -$331K -2,371 -0.8%
RG
379
Rathbones Group
United Kingdom
$43.7M +$1.02M +7,316 +2%
HF
380
HRT Financial
New York
$43.6M +$29.4M +210,676 +206%
MNBTD
381
Moody National Bank Trust Division
Texas
$43.3M +$184K +1,319 +0.4%
OPERF
382
Oregon Public Employees Retirement Fund
Oregon
$42.6M -$3.02M -21,700 -7%
CT
383
Cambridge Trust
Massachusetts
$42.3M +$199K +1,431 +0.5%
NIM
384
Nexus Investment Management
Ontario, Canada
$42.2M -$118K -850 -0.3%
NC
385
Nicholas Company
Wisconsin
$42M -$310K -2,225 -0.7%
EWA
386
EP Wealth Advisors
California
$42M -$332K -2,384 -0.8%
SAM
387
Shell Asset Management
Netherlands
$41.7M -$9.64M -69,180 -19%
BFM
388
Boston Financial Management
Massachusetts
$41.5M -$674K -4,836 -2%
HW
389
Hancock Whitney
Mississippi
$41.1M -$1.1M -7,873 -3%
ANI
390
American National Insurance
Texas
$41.1M -$2.12M -15,201 -5%
Mirae Asset Global Investments
391
Mirae Asset Global Investments
South Korea
$41.1M -$345K -2,472 -0.8%
GT
392
Glenview Trust
Kentucky
$40.9M -$230K -1,648 -0.6%
CP
393
Cumberland Partners
Ontario, Canada
$40.8M -$938K -6,731 -2%
HCMT
394
Highland Capital Management (Tennessee)
Tennessee
$40.4M -$777K -5,576 -2%
JIM
395
Jupiter Investment Management
United Kingdom
$40.4M -$55.2M -396,079 -58%
LCS
396
Levin Capital Strategies
New York
$40.4M -$57K -409 -0.1%
DCM
397
Donaldson Capital Management
Indiana
$40.2M +$482K +3,459 +1%
CIP
398
Chartwell Investment Partners
Pennsylvania
$39.9M -$1.18M -8,429 -3%
MML Investors Services
399
MML Investors Services
Massachusetts
$39.8M +$1.57M +11,256 +4%
BSA
400
Braun Stacey Associates
New York
$39.7M +$2.27M +16,301 +6%
14 15
16
17 18