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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 %
M2MC
526
Matthew 25 Management Corp
Pennsylvania
$24.4M – – –
MIM
527
Marco Investment Management
Georgia
$24.3M -$291K -2,091 -1%
FBP
528
Flippin Bruce & Porter
Virginia
$24.2M -$587K -4,209 -2%
LBC
529
Lowe Brockenbrough & Co
Virginia
$24.2M -$235K -1,689 -1%
SSWM
530
Smith Salley Wealth Management
North Carolina
$24.1M -$38.6K -277 -0.2%
LCM
531
Logan Capital Management
Pennsylvania
$24M -$1.15M -8,264 -5%
NRS
532
Neville Rodie & Shaw
New York
$23.8M +$427K +3,065 +2%
SIC
533
Salem Investment Counselors
North Carolina
$23.6M -$71.7K -514 -0.3%
WIA
534
Wealthstreet Investment Advisors
Texas
$23.5M -$110K -790 -0.5%
SRC
535
Shufro Rose & Co
New York
$23.5M -$472K -3,384 -2%
ACM
536
Azimuth Capital Management
Michigan
$23.3M -$1.56M -11,197 -6%
CIM
537
Courant Investment Management
Tennessee
$23.2M – – –
SSB
538
Sandy Spring Bank
Maryland
$23.2M -$343K -2,460 -1%
CCMIC
539
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$23.1M -$783K -5,615 -3%
JFA
540
Johanson Financial Advisors
California
$23.1M +$22.9M +3,193,391 +13,859%
LFAS
541
Level Four Advisory Services
Texas
$23M +$2.31M +6,568 +11%
FSA
542
Franklin Street Advisors
North Carolina
$22.9M +$1.82M +13,028 +9%
DWM
543
Doyle Wealth Management
Florida
$22.8M -$193K -1,388 -0.8%
EGA
544
Eagle Global Advisors
Texas
$22.7M -$532K -3,816 -2%
KIA
545
KCM Investment Advisors
California
$22.7M +$367K +2,636 +2%
AAIM
546
American Assets Investment Management
California
$22.7M – – –
BCM
547
BTR Capital Management
California
$22.7M -$304K -2,179 -1%
HCMNY
548
Howard Capital Management (New York)
New York
$22.5M +$1.2M +8,600 +6%
V
549
Veritable
Delaware
$22.5M +$410K +2,942 +2%
KRS
550
Kentucky Retirement Systems
Kentucky
$22.5M -$346K -2,485 -2%
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