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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 %
ALAM
601
Asahi Life Asset Management
Japan
$18.6M +$154K +1,105 +0.8%
MYAM
602
Meiji Yasuda Asset Management
Japan
$18.6M -$2.24M -16,090 -11%
11A
603
10-15 Associates
New York
$18.6M -$349K -2,506 -2%
CA
604
Callahan Advisors
Texas
$18.5M +$29.6K +212 +0.2%
TSW
605
Thompson Siegel & Walmsley
Virginia
$18.5M +$27.3K +196 +0.1%
GIM
606
Grassi Investment Management
California
$18.5M -$198K -1,422 -1%
BBHC
607
Brown Brothers Harriman & Co
New York
$18.5M -$21.5K -154 -0.1%
MMA
608
Miracle Mile Advisors
California
$18.4M -$2.05M -14,710 -10%
TCM
609
Tufton Capital Management
Maryland
$18.4M -$65.5K -470 -0.4%
JPMIA
610
J.P. Marvel Investment Advisors
Massachusetts
$18.4M -$50.9K -365 -0.3%
SCM
611
Shelton Capital Management
Colorado
$18.3M -$7.04M -50,530 -28%
AUB
612
Atlantic Union Bankshares
Virginia
$18.3M -$172K -1,231 -0.9%
SCA
613
Stillwater Capital Advisors
Pennsylvania
$18.3M +$35.7K +256 +0.2%
WB
614
Webster Bank
Connecticut
$18.3M -$1.35M -9,670 -7%
RGI
615
River Global Investors
United Kingdom
$18.2M +$1.53M +10,972 +9%
RT
616
Rockland Trust
Massachusetts
$18.2M +$595K +4,268 +3%
AFG
617
Albion Financial Group
Utah
$18.2M -$153K -1,095 -0.8%
AF
618
Alerus Financial
North Dakota
$18.2M +$141K +1,011 +0.8%
CCM
619
Cohen Capital Management
California
$18.2M -$155K -1,110 -0.8%
Jones Financial Companies
620
Jones Financial Companies
Missouri
$18.1M -$546K -3,915 -3%
FMII
621
Farmers & Merchants Investments Inc
Nebraska
$18.1M -$843K -6,050 -4%
BUB
622
BBVA USA Bancshares
Texas
$18M -$1.42M -10,213 -7%
FAAS
623
First Allied Advisory Services
California
$18M -$1.43M -10,230 -7%
CAM
624
Congress Asset Management
Massachusetts
$17.9M +$346K +2,479 +2%
OCAM
625
Onex Canada Asset Management
Ontario, Canada
$17.8M -$101K -738 -0.6%
23 24
25
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