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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 %
CBB
626
Citizens Business Bank
California
$17.8M -$272K -1,950 -2%
AC
627
Athanor Capital
New York
$17.7M +$16.3M +117,000 +1,136%
Mercer Global Advisors
628
Mercer Global Advisors
Colorado
$17.7M +$1.03M +7,405 +6%
PP
629
Patten & Patten
Tennessee
$17.7M +$103K +740 +0.6%
Credit Agricole
630
Credit Agricole
France
$17.7M -$8.85M -63,496 -33%
AP
631
Advisor Partners
California
$17.6M +$2.09M +15,294 +13%
TNB
632
TCF National Bank
South Dakota
$17.5M +$76.5K +549 +0.4%
TYCC
633
Texas Yale Capital Corp
Florida
$17.5M -$517K -3,707 -3%
MC
634
Middleton & Co
Massachusetts
$17.5M -$443K -3,180 -2%
RC
635
RBO & Co
California
$17.4M -$184K -1,323 -1%
KA
636
KLCM Advisors
Wisconsin
$17.3M -$938K -6,727 -5%
GC
637
Guardian Capital
Ontario, Canada
$17.3M -$6.39M -45,828 -27%
PNAA
638
Pictet North America Advisors
Switzerland
$17.3M +$227K +1,629 +1%
AWM
639
AE Wealth Management
Kansas
$17.3M +$1.05M +7,497 +6%
BCP
640
Blue Chip Partners
Michigan
$17.2M +$712K +5,105 +4%
AJ
641
Ashburton (Jersey)
Jersey
$17.1M -$67.2K -482 -0.4%
FCBT
642
First Citizens Bank & Trust
North Carolina
$17.1M +$2.3M +16,482 +16%
NB
643
NBT Bank
New York
$17M +$389K +2,790 +2%
CIC
644
Crawford Investment Counsel
Georgia
$17M +$3.74M +26,861 +28%
NMIMC
645
Northwestern Mutual Investment Management Company
Wisconsin
$17M +$10K +72 +0.1%
BCM
646
Bluefin Capital Management
New York
$16.9M +$15.8M +113,387 +1,434%
AAP
647
Aristotle Atlantic Partners
Florida
$16.9M +$527K +3,784 +3%
Cerity Partners
648
Cerity Partners
New York
$16.8M -$4.28M -30,729 -20%
BCM
649
Barometer Capital Management
Ontario, Canada
$16.8M +$16.3M +117,906 +3,369%
KCM
650
Kanawha Capital Management
Virginia
$16.8M +$438K +3,145 +3%
24 25
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