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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 %
MHC
426
Meyer Handelman Company
New York
$34.5M -$152K -1,090 -0.4%
CTA
427
Carillon Tower Advisers
Florida
$34.2M -$669K -4,797 -2%
CNAM
428
Campbell Newman Asset Management
Wisconsin
$34.2M +$32.5K +233 +0.1%
WTC
429
WhitTier Trust Company
Nevada
$34.1M +$608K +4,363 +2%
WIC
430
Willis Investment Counsel
Georgia
$34M +$1.56M +11,156 +5%
NMERB
431
New Mexico Educational Retirement Board
New Mexico
$34M -$892K -6,400 -3%
NAM
432
North American Management
Massachusetts
$34M -$565K -4,054 -2%
MPI
433
Mairs & Power Inc
Minnesota
$34M -$238K -1,704 -0.7%
WIM
434
Weitz Investment Management
Nebraska
$33.9M – – –
MAA
435
Matrix Asset Advisors
New York
$33.9M -$616K -4,417 -2%
NSIM
436
North Star Investment Management
Illinois
$33.9M -$1.5M -10,742 -4%
DIA
437
Davidson Investment Advisors
Montana
$33.8M -$5.34M -38,340 -14%
PAG
438
Private Advisor Group
New Jersey
$33.8M -$4.38M -31,434 -11%
NB
439
Norinchukin Bank
Japan
$33.7M -$5.03M -36,051 -13%
PWP
440
Private Wealth Partners
California
$33.5M +$607K +4,357 +2%
SPC
441
Stewart & Patten Company
California
$33.5M -$654K -4,691 -2%
SBCM
442
Schwerin Boyle Capital Management
Massachusetts
$33.4M -$34.9K -250 -0.1%
SIA
443
Sit Investment Associates
Minnesota
$32.9M -$1.36M -9,725 -4%
WCM
444
Wedge Capital Management
North Carolina
$32.8M -$2.88M -20,628 -8%
PF
445
Phoenix Financial
Israel
$32.8M -$14.3K -103 -0%
HIMC
446
Heritage Investors Management Corp
Maryland
$32.7M -$1.58M -11,319 -5%
CCP
447
Clough Capital Partners
Massachusetts
$32.6M -$1.69M -12,100 -5%
RMDI
448
R.M. Davis Inc
Maine
$32.5M +$1.44M +10,310 +5%
CI
449
Capital International
California
$32.5M +$9.39M +67,350 +41%
KWILP
450
Kiwi Wealth Investments Limited Partnership
New Zealand
$32.2M +$5.98M +42,924 +23%
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