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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
1
T. Rowe Price Associates
Maryland
$6.83B
2
Truist Financial
2
Truist Financial
North Carolina
$380M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$8.4B
4
Goldman Sachs
4
Goldman Sachs
New York
$2.79B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$3.86B

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.96B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$718M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$34.4B
4
PP
4
Prudential plc
United Kingdom
$359M
5
Franklin Resources
5
Franklin Resources
California
$2.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
Jennison Associates
51
Jennison Associates
New York
$968M +$26.1M +186,909 +3%
CS
52
Credit Suisse
Switzerland
$941M +$163M +1,172,361 +21%
ClearBridge Investments
53
ClearBridge Investments
New York
$936M -$9.47M -67,112 -1%
RJA
54
Raymond James & Associates
Florida
$895M +$10.7M +76,766 +1%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$841M +$39.3M +281,795 +5%
Allianz Asset Management
56
Allianz Asset Management
Germany
$837M -$171M -1,229,997 -17%
Fisher Asset Management
57
Fisher Asset Management
Washington
$831M -$853K -6,118 -0.1%
Toronto Dominion Bank
58
Toronto Dominion Bank
Ontario, Canada
$810M +$202M +769,161 +33%
American Century Companies
59
American Century Companies
Missouri
$806M -$177M -1,270,480 -18%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$782M -$5.66M -40,638 -0.7%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$736M -$84.9M -609,001 -10%
Barrow, Hanley, Mewhinney & Strauss
62
Barrow, Hanley, Mewhinney & Strauss
Texas
$718M -$615M -4,412,996 -46%
Prudential Financial
63
Prudential Financial
New Jersey
$690M -$12.1M -86,810 -2%
Barclays
64
Barclays
United Kingdom
$688M +$146M +1,047,225 +27%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$670M +$8.2M +58,818 +1%
Swedbank
66
Swedbank
Sweden
$668M -$45.1M -325,421 -6%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$655M -$13.1M -94,142 -2%
WT
68
Wellcome Trust
United Kingdom
$655M – – –
Aristotle Capital Management
69
Aristotle Capital Management
California
$655M +$229M +1,641,908 +54%
Fidelity International
70
Fidelity International
Bermuda
$651M +$21.1M +151,355 +3%
Nordea Investment Management
71
Nordea Investment Management
Sweden
$632M -$59.2M -426,615 -9%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$629M +$3.67M +26,332 +0.6%
FMI
73
Fiduciary Management Inc
Wisconsin
$615M -$13.4M -95,952 -2%
Mawer Investment Management
74
Mawer Investment Management
Alberta, Canada
$613M +$19.7M +141,598 +3%
Citigroup
75
Citigroup
New York
$590M +$121M +864,455 +26%
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