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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 %
LMIM
576
Lockheed Martin Investment Management
Maryland
$20.7M +$10.5M +75,292 +103%
GAM
577
Gotham Asset Management
New York
$20.6M +$5.64M +40,426 +38%
CPC
578
Cookson Peirce & Co
Pennsylvania
$20.5M +$20.5M +146,972 New
DRZID
579
DePrince Race & Zollo Inc (DRZ)
Florida
$20.4M -$15.4M -110,648 -43%
FAB
580
First American Bank
Illinois
$20.4M +$20.4M +146,116 New
EWM
581
Evercore Wealth Management
New York
$20.1M +$191K +1,370 +1%
PCM
582
Parsons Capital Management
Rhode Island
$20.1M -$44.7K -321 -0.2%
UBV
583
United Bank (Virginia)
Virginia
$20.1M +$253K +1,812 +1%
PC
584
PointState Capital
New York
$20M +$20M +143,780 New
TCOV
585
Trust Company of Vermont
Vermont
$19.8M -$18.4K -132 -0.1%
AMI
586
Amica Mutual Insurance
Rhode Island
$19.6M -$794K -5,694 -4%
CDH
587
Charles D. Hyman
$19.6M +$1.35M +9,689 +7%
CA
588
Cullinan Associates
Kentucky
$19.6M +$92.6K +664 +0.5%
HLCM
589
Hi-Line Capital Management
South Dakota
$19.5M +$78.9K +566 +0.4%
I
590
IberiaBank
Louisiana
$19.3M +$798K +5,725 +4%
RE
591
RBC Europe
United Kingdom
$19.3M -$174K -1,245 -0.9%
PA
592
Profund Advisors
Maryland
$19.3M -$254K -1,819 -1%
ECA
593
Endeavour Capital Advisors
Connecticut
$19.2M -$1.21M -8,674 -6%
OPCM
594
Osborne Partners Capital Management
California
$19M -$1.04M -7,449 -5%
HCM
595
Hilton Capital Management
New York
$18.8M +$18.6M +133,473 +8,474%
LG
596
LaFleur & Godfrey
Michigan
$18.8M -$502K -3,598 -3%
CNBT
597
Canandaigua National Bank & Trust
New York
$18.7M -$266K -1,911 -1%
SDJVC
598
St. Denis J. Villere & Co
Louisiana
$18.6M -$87.8K -630 -0.5%
BBA
599
BLB&B Advisors
Pennsylvania
$18.6M +$36K +258 +0.2%
BG
600
Bollard Group
Massachusetts
$18.6M +$448K +3,212 +2%
22 23
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