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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 %
CWM
676
Calamos Wealth Management
Illinois
$15.2M +$140K +1,001 +0.9%
CIA
677
CCM Investment Advisers
South Carolina
$15.2M -$272K -1,950 -2%
WFMPM
678
Woodley Farra Manion Portfolio Management
Indiana
$15.2M +$5.3M +38,041 +54%
BHIA
679
Birch Hill Investment Advisors
Massachusetts
$15.1M -$127K -910 -0.8%
TBA
680
Tower Bridge Advisors
Pennsylvania
$15.1M +$755K +5,415 +5%
HR
681
Howe & Rusling
New York
$15M -$732K -5,252 -5%
SGK
682
Steigerwald Gordon & Koch
Virginia
$15M +$23.8K +171 +0.2%
KCP
683
KDI Capital Partners
North Carolina
$15M -$897K -6,434 -6%
JAM
684
JCIC Asset Management
Ontario, Canada
$14.9M -$380K -2,724 -2%
YL
685
YCG LLC
Texas
$14.9M -$82.4K -591 -0.6%
BC
686
Brinker Capital
Pennsylvania
$14.8M +$2.6M +18,634 +21%
GI
687
Gradient Investments
Minnesota
$14.8M -$382K -2,742 -3%
Man Group
688
Man Group
United Kingdom
$14.6M -$988K -7,085 -6%
BCM
689
BTC Capital Management
Iowa
$14.6M +$363K +2,601 +3%
AC
690
Alley Company
Illinois
$14.6M +$145K +1,039 +1%
MC
691
Moors & Cabot
Massachusetts
$14.6M +$300K +2,151 +2%
DMIC
692
Dixon Mitchell Investment Counsel
British Columbia, Canada
$14.5M +$166K +1,193 +1%
MA
693
Montag & Associates
Georgia
$14.5M +$2.28M +16,380 +19%
CAN
694
Cetera Advisor Networks
California
$14.5M +$1.27M +9,119 +10%
DBT
695
Dubuque Bank & Trust
Iowa
$14.5M -$1.51M -10,799 -9%
SBIA
696
Sheaff Brock Investment Advisors
Indiana
$14.5M -$3.76M -26,997 -21%
SB
697
Simmons Bank
Arkansas
$14.4M -$296K -2,123 -2%
NPF
698
Norris Perne & French
Michigan
$14.4M -$221K -1,587 -2%
HFS
699
Haverford Financial Services
Pennsylvania
$14.4M -$382K -2,739 -3%
TIP
700
Torray Investment Partners
Maryland
$14.4M -$23.1K -166 -0.2%
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