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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 %
SMH
701
Sanders Morris Harris
Texas
$14.3M -$64.8K -475 -0.5%
WTB
702
Washington Trust Bank
Washington
$14.3M -$265K -1,898 -2%
RCP
703
Rothschild Capital Partners
New York
$14.3M -$108K -774 -0.8%
QI
704
QV Investors
Alberta, Canada
$14.2M -$93.4K -670 -0.7%
PIA
705
Piedmont Investment Advisors
North Carolina
$14.2M +$1.31M +9,432 +10%
CGM
706
Capital Growth Management
Massachusetts
$14.2M -$2.51M -18,000 -15%
ERIM
707
Eagle Ridge Investment Management
Connecticut
$14.2M +$164K +1,177 +1%
OAM
708
Origin Asset Management
United Kingdom
$14.2M +$6.96M +49,900 +96%
MCM
709
Murphy Capital Management
New Jersey
$14.1M -$162K -1,164 -1%
SWM
710
SVA Wealth Management
Wisconsin
$14.1M -$248K -1,777 -2%
TEC
711
Tiger Eye Capital
Tennessee
$14.1M +$12.7M +91,386 +932%
IC
712
IEQ Capital
California
$14.1M +$14.1M +101,031 New
TNB
713
Thomasville National Bank
Georgia
$14.1M +$282K +2,023 +2%
BFPW
714
BOK Financial Private Wealth
Colorado
$14.1M +$12.6M +90,520 +880%
MIM
715
Manitou Investment Management
Ontario, Canada
$14M +$30.7K +220 +0.2%
CTA
716
Colonial Trust Advisors
South Carolina
$14M -$110K -786 -0.8%
GJCM
717
Grand Jean Capital Management
California
$14M +$105K +755 +0.8%
QIM
718
Quest Investment Management
Oregon
$14M +$2.08M +14,940 +18%
CWM
719
Cabot Wealth Management
Massachusetts
$13.9M -$145K -1,043 -1%
JMFC
720
J.M. Forbes & Co
Massachusetts
$13.9M -$836K -5,999 -6%
FFBTD
721
First Financial Bank - Trust Division
Ohio
$13.9M +$191K +1,373 +1%
EWM
722
Edge Wealth Management
New York
$13.9M +$153K +1,099 +1%
GCA
723
Guardian Capital Advisors
Ontario, Canada
$13.9M -$208K -1,501 -1%
TCA
724
Teewinot Capital Advisers
New York
$13.9M – – –
CIA
725
Choate Investment Advisors
Massachusetts
$13.8M -$18.1K -130 -0.1%
27 28
29
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