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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
+$817M
2
Truist Financial
Truist Financial
North Carolina
+$347M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$327M
4
Goldman Sachs
Goldman Sachs
New York
+$275M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$264M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$1.01B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$615M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$511M
4
PP
Prudential plc
United Kingdom
-$427M
5
Franklin Resources
Franklin Resources
California
-$409M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
451
MassMutual Private Wealth & Trust
Connecticut
$32.1M +$83.9K +602 +0.3%
AA
452
Ancora Advisors
Ohio
$32.1M +$821K +5,893 +3%
CS
453
Central Securities
New York
$32.1M – – –
CRC
454
Curi RMB Capital
Illinois
$32M -$59.5K -427 -0.2%
BAPIM
455
British Airways Pensions Investment Management
United Kingdom
$32M -$5.66M -40,596 -15%
IG
456
ING Group
Netherlands
$32M +$11.2M +80,300 +54%
BB
457
Busey Bank
Illinois
$31.8M -$28.2K -202 -0.1%
CS
458
Cannell & Spears
New York
$31.8M +$64.4K +462 +0.2%
SIM
459
Sentry Investment Management
Wisconsin
$31.8M -$508K -3,641 -2%
SPIA
460
Steward Partners Investment Advisory
New York
$31.7M +$109K +782 +0.3%
CSIC
461
Clifford Swan Investment Counsel
California
$31.4M +$58.7K +421 +0.2%
KFC
462
Klingenstein Fields & Co
New York
$31.2M -$504K -3,612 -2%
NP
463
NS Partners
United Kingdom
$31.1M +$1.53M +10,959 +5%
JIR
464
James Investment Research
Ohio
$30.9M -$2.16M -15,527 -7%
JIC
465
Johnson Investment Counsel
Ohio
$30.8M -$286K -2,049 -0.9%
BS
466
Banco Santander
Spain
$30.8M -$1.5M -10,756 -5%
MIS
467
Morningstar Investment Services
Illinois
$30.8M -$1.04M -7,446 -3%
FBA
468
Front Barnett Associates
Illinois
$30.6M -$236K -1,692 -0.8%
AR
469
Advisory Research
Illinois
$30.6M -$20.4M -146,418 -40%
MCM
470
McKinley Capital Management
Alaska
$30.5M -$1.63M -11,726 -5%
RIM
471
Redpoint Investment Management
Australia
$30.4M -$1.02M -7,308 -3%
QAM
472
QCI Asset Management
New York
$30.4M -$1.38M -9,885 -4%
MG
473
Markel Group
Virginia
$30.1M +$902K +6,470 +3%
ACM
474
Advisors Capital Management
New Jersey
$30M +$2.61M +18,692 +9%
MIFH
475
Migdal Insurance & Financial Holdings
Israel
$30M +$3.76K +27 +0%
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