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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 %
NFC
476
Northeast Financial Consultants
Connecticut
$29.8M +$1.2M +8,598 +4%
WAM
477
World Asset Management
Michigan
$29.7M -$251K -1,801 -0.8%
ABTD
478
Arvest Bank Trust Division
Oklahoma
$29.6M -$481K -3,448 -2%
SFM
479
Soros Fund Management
New York
$29.6M – – –
NIM
480
Northeast Investment Management
Massachusetts
$29.6M -$41.5K -298 -0.1%
SAM
481
Silvercrest Asset Management
New York
$29.4M -$42K -301 -0.1%
DJSG
482
D.J. St. Germain
Massachusetts
$29.2M +$3.63M +26,066 +14%
FFIC
483
First Fiduciary Investment Counsel
Ohio
$29M +$720K +5,165 +3%
PFP
484
Pinnacle Financial Partners
Tennessee
$29M +$753K +5,402 +3%
TAM
485
Taurus Asset Management
New York
$28.8M -$3.53M -25,300 -11%
ONB
486
Old National Bancorp
Indiana
$28.8M -$376K -2,695 -1%
Parallax Volatility Advisers
487
Parallax Volatility Advisers
California
$28.8M +$23.1M +165,481 +404%
Daiwa Securities Group
488
Daiwa Securities Group
Japan
$28.8M +$672K +4,821 +2%
TAF
489
Tredje AP-fonden
Sweden
$28.7M -$6.32M -45,323 -18%
HSA
490
HBK Sorce Advisory
Pennsylvania
$28.5M +$282K +2,026 +1%
CA
491
Cornerstone Advisors
North Carolina
$28.4M +$28.4M +204,000 New
Ninety One (UK)
492
Ninety One (UK)
United Kingdom
$28.3M +$28.3M +203,104 New
FFA
493
First Foundation Advisors
California
$28.2M -$93.4K -670 -0.3%
FNT
494
First National Trust
Pennsylvania
$28.2M +$985K +7,063 +4%
COPPSERS
495
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$28.2M -$406K -2,915 -1%
SYBT
496
Stock Yards Bank & Trust
Kentucky
$28M +$106K +762 +0.4%
PCM
497
Palisade Capital Management
New Jersey
$28M +$762K +5,469 +3%
RIG
498
Roosevelt Investment Group
New York
$28M +$1.81K +13 +0%
CCM
499
Covington Capital Management
California
$27.9M -$56.3K -404 -0.2%
ATC
500
Argent Trust Co
Tennessee
$27.8M -$283K -2,033 -1%
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