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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 %
OC
651
Oakworth Capital
Alabama
$16.7M +$336K +2,454 +2%
SM
652
Salzhauer Michael
$16.7M – – –
EWM
653
Endurance Wealth Management
Rhode Island
$16.5M +$23.4K +168 +0.1%
VV
654
Verity & Verity
South Carolina
$16.4M +$816K +5,853 +5%
LIA
655
LS Investment Advisors
Michigan
$16.3M -$925K -6,634 -5%
CF
656
CNA Financial
Illinois
$16.2M -$6.42M -46,079 -28%
BCV
657
Banque Cantonale Vaudoise
Switzerland
$16.2M +$16.2M +116,111 New
CANC
658
Culbertson A N & Co
Virginia
$16.1M -$553K -3,970 -3%
AHC
659
Adell Harriman & Carpenter
Texas
$16.1M -$178K -1,275 -1%
FHA
660
First Horizon Advisors
Tennessee
$16M +$288K +2,065 +2%
AWM
661
Absher Wealth Management
North Carolina
$16M +$16M +118,784 New
CK
662
Cohen Klingenstein
New York
$15.9M – – –
Jane Street
663
Jane Street
New York
$15.9M -$18.1M -129,977 -53%
RCM
664
Rockshelter Capital Management
Pennsylvania
$15.9M -$371K -2,662 -2%
MSR
665
Main Street Research
Connecticut
$15.9M -$130K -929 -0.8%
CC
666
Cannell & Co
New York
$15.8M +$100K +720 +0.6%
MIA
667
MainStreet Investment Advisors
Illinois
$15.5M +$1.06M +7,569 +7%
CFG
668
Citizens Financial Group
Rhode Island
$15.5M -$2.93M -21,032 -16%
SCA
669
Stonebridge Capital Advisors
Minnesota
$15.5M -$729K -5,232 -5%
AI
670
Atria Investments
North Carolina
$15.4M +$4.8M +34,448 +45%
FBB
671
Fulton Breakefield Broenniman
Maryland
$15.4M +$135K +965 +0.9%
BDS
672
Banco de Sabadell
Florida
$15.4M +$861K +6,189 +6%
M
673
MOTCO
Texas
$15.3M -$284K -2,038 -2%
APA
674
American Portfolios Advisors
New York
$15.3M +$4.4M +31,554 +41%
ACH
675
ArrowMark Colorado Holdings
Colorado
$15.3M – – –
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