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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
1
T. Rowe Price Associates
Maryland
$6.83B
2
Truist Financial
2
Truist Financial
North Carolina
$380M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$8.4B
4
Goldman Sachs
4
Goldman Sachs
New York
$2.79B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$3.86B

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.96B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$718M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$34.4B
4
PP
4
Prudential plc
United Kingdom
$359M
5
Franklin Resources
5
Franklin Resources
California
$2.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$2.62B +$8.44M +60,541 +0.3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.26B -$17.1M -122,782 -0.8%
Franklin Resources
28
Franklin Resources
California
$2.13B -$409M -2,936,786 -16%
Charles Schwab
29
Charles Schwab
California
$2.06B -$18.3M -130,956 -0.9%
UBS AM
30
UBS AM
Illinois
$1.98B -$173M -1,237,937 -8%
Dodge & Cox
31
Dodge & Cox
California
$1.96B -$1.01B -7,250,217 -34%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$1.76B +$253K +1,829 +0%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$1.63B -$151M -1,085,853 -8%
AllianceBernstein
34
AllianceBernstein
Tennessee
$1.62B -$370M -2,656,484 -19%
PPA
35
Parametric Portfolio Associates
Washington
$1.6B +$28.8M +206,325 +2%
Boston Partners
36
Boston Partners
Massachusetts
$1.43B +$4.69M +33,669 +0.3%
Deutsche Bank
37
Deutsche Bank
Germany
$1.39B -$169M -1,215,000 -11%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$1.27B +$8.37M +60,068 +0.7%
LSV Asset Management
39
LSV Asset Management
Illinois
$1.24B -$70M -502,163 -5%
DZ Bank
40
DZ Bank
Germany
$1.23B +$47.1M +339,745 +4%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.21B -$11.7M -83,684 -1%
PI
42
Putnam Investments
Massachusetts
$1.11B -$5.01M -35,954 -0.4%
APG Asset Management
43
APG Asset Management
Netherlands
$1.1B +$52.5M +422,600 +5%
AAMU
44
Amundi Asset Management US
Massachusetts
$1.09B +$139M +997,592 +15%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$1.07B -$64.5M -462,541 -6%
EVM
46
Eaton Vance Management
Massachusetts
$1.07B +$30.1M +216,277 +3%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$1.06B -$52.4M -375,750 -5%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$1.04B +$65.2M +467,633 +7%
Principal Financial Group
49
Principal Financial Group
Iowa
$1.03B -$41.3M -296,265 -4%
DSA
50
Davis Selected Advisers
Arizona
$1.03B -$44.1M -316,331 -4%
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