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 %
AP
551
Appleton Partners
Massachusetts
$22.5M +$314K +2,255 +1%
BIC
552
Beach Investment Counsel
Pennsylvania
$22.5M +$2.32M +16,657 +12%
CAI
553
Capital Advisors Inc
Oklahoma
$22.5M +$3.76M +26,954 +20%
Wealthfront Advisers
554
Wealthfront Advisers
California
$22.3M +$1.55M +11,095 +7%
BCM
555
Bridgeway Capital Management
Texas
$22.3M -$711K -5,100 -3%
RIL
556
Rothschild Investment LLC
Illinois
$22.2M -$740K -5,311 -3%
MI
557
Markston International
New York
$22M -$70K -502 -0.3%
LS
558
Livforsakringsbolaget Skandia
Sweden
$21.6M -$2.94M -21,100 -12%
GAI
559
General American Investors
New York
$21.6M -$3.81M -27,300 -15%
CCMD
560
Cypress Capital Management (Delaware)
Delaware
$21.4M -$201K -1,441 -0.9%
WAS
561
Wesleyan Assurance Society
United Kingdom
$21.4M – – –
VC
562
Vestor Capital
Illinois
$21.3M +$1.03M +7,388 +5%
PAM
563
Private Asset Management
California
$21.3M -$521K -3,737 -2%
NCM
564
Noesis Capital Mangement
Florida
$21.3M +$1.23M +8,852 +6%
KOCAA
565
Knights of Columbus Asset Advisors
Connecticut
$21.3M +$11.7M +84,003 +122%
BPC
566
Banque Pictet & Cie
Switzerland
$21.2M -$113K -810 -0.5%
WAM
567
Wilsey Asset Management
California
$21.1M -$507K -3,659 -2%
FLPIM
568
F.L. Putnam Investment Management
Massachusetts
$21.1M +$826K +5,926 +4%
QI
569
QS Investors
New York
$21M -$1.27M -8,974 -6%
TCM
570
Twin Capital Management
Pennsylvania
$21M -$7.69M -55,175 -27%
SC
571
SouthState Corp
Florida
$20.9M -$550K -3,942 -3%
TAM
572
Telemark Asset Management
Massachusetts
$20.9M +$20.9M +150,000 New
RMC
573
Resources Management Corp
Connecticut
$20.8M -$307K -2,200 -1%
B
574
Barings
North Carolina
$20.8M -$1.05M -7,542 -5%
LSERS
575
Louisiana State Employees Retirement System
Louisiana
$20.8M -$669K -4,800 -3%
21 22
23
24 25