JPM icon

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 %
AHB
501
Abner Herrman & Brock
New Jersey
$27.5M -$3.31M -23,739 -11%
TAM
502
Tocqueville Asset Management
New York
$27.4M -$33.5M -240,651 -55%
ACI
503
Alpha Cubed Investments
California
$27.4M -$718K -5,148 -3%
CGH
504
Crossmark Global Holdings
Texas
$27.3M -$864K -6,197 -3%
CTA
505
Chesley Taft & Associates
Illinois
$27M +$322K +2,308 +1%
SCM
506
Snow Capital Management
Pennsylvania
$26.9M -$38.3M -274,869 -59%
PMAM
507
Picton Mahoney Asset Management
Ontario, Canada
$26.8M -$3.19M -22,875 -11%
USAA
508
United Services Automobile Association
Texas
$26.6M -$1.46M -10,603 -5%
SH
509
SeaTown Holdings
Singapore
$26.6M +$26.6M +190,770 New
DDPIC
510
Deroy & Devereaux Private Investment Counsel
Michigan
$26.4M +$303K +2,174 +1%
BFS
511
Baskin Financial Services
Ontario, Canada
$26.2M -$3.62K -26 -0%
ESBC
512
E.S. Barr & Co
Kentucky
$26M -$321K -2,300 -1%
CA
513
Clearstead Advisors
Ohio
$25.5M +$17.4K +125 +0.1%
VCM
514
Vigilant Capital Management
Maine
$25.5M -$710K -5,093 -3%
CTC
515
Central Trust Company
Missouri
$25.4M +$169K +1,214 +0.7%
EARNEST Partners
516
EARNEST Partners
Georgia
$25.3M -$550K -3,946 -2%
SWP
517
Stratos Wealth Partners
Ohio
$25.2M +$78.3K +562 +0.3%
CCM
518
Chilton Capital Management
Texas
$25.1M -$649K -4,657 -3%
FNBT
519
FineMark National Bank & Trust
Florida
$25M +$241K +1,727 +1%
PI
520
PGGM Investments
Netherlands
$24.9M -$158M -1,136,663 -86%
HCM
521
Huber Capital Management
California
$24.7M -$6.01M -43,100 -20%
CC
522
Cadinha & Co
Hawaii
$24.6M +$368K +2,637 +2%
Impax Asset Management Group
523
Impax Asset Management Group
United Kingdom
$24.5M – – –
RC
524
Randolph Company
Ohio
$24.4M – – –
CAM
525
Carret Asset Management
New York
$24.4M +$275K +1,970 +1%
19 20
21
22 23