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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 %
RJT
401
Raymond James Trust
Florida
$39.5M +$371K +2,665 +0.9%
CPSAC
402
Chas P. Smith & Associates (CPS)
Florida
$39.2M +$261K +1,875 +0.7%
RMA
403
Roffman Miller Associates
Pennsylvania
$39.2M -$55.1K -395 -0.1%
ZIC
404
ZWJ Investment Counsel
Georgia
$39M -$1.38M -9,920 -3%
SG Americas Securities
405
SG Americas Securities
New York
$38.9M -$127M -908,008 -76%
ISL
406
Ingalls & Snyder LLC
New York
$38.9M -$422K -3,030 -1%
MCM
407
MAI Capital Management
Ohio
$38.9M +$6.43M +46,148 +20%
IC
408
Inverness Counsel
New York
$38.6M +$3.5M +25,095 +10%
CTI
409
Community Trust & Investment
Kentucky
$38.5M -$7.23M -51,854 -16%
FNBOO
410
First National Bank of Omaha
Nebraska
$38.4M -$465K -3,339 -1%
CIC
411
Carnegie Investment Counsel
Ohio
$38M +$1.27M +9,105 +3%
NA
412
NewEdge Advisors
Louisiana
$37.8M +$2.19M +15,711 +6%
DIA
413
Dana Investment Advisors
Wisconsin
$37.8M -$2.81M -20,184 -7%
PC
414
PM Capital
Australia
$37.5M -$7.19M -51,550 -16%
CM
415
CS McKee
Pennsylvania
$37.3M -$6.06M -43,500 -14%
SI
416
Stephens Inc
Arkansas
$37.2M -$613K -4,396 -2%
IC
417
InterOcean Capital
Illinois
$36.8M +$1.06M +7,591 +3%
ST
418
Sabal Trust
Florida
$36.5M +$140K +1,003 +0.4%
ECM
419
Estabrook Capital Management
New York
$36.1M -$631K -4,523 -2%
JAFL
420
Jay A. Fishman Ltd
Michigan
$36.1M -$1.82M -13,042 -5%
JCM
421
Janney Capital Management
Pennsylvania
$35.4M +$504K +3,612 +1%
BPB
422
Badgley, Phelps & Bell
Washington
$35.4M +$819K +5,875 +2%
AIM
423
Avity Investment Management
Connecticut
$35.3M -$609K -4,366 -2%
MLL
424
Moody Lynn & Lieberson
Massachusetts
$35.2M +$2.08M +14,891 +6%
PGEBT
425
Pactiv General Employee Benefit Trust
Illinois
$34.9M – – –
15 16
17
18 19