JPM icon

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 %
IIM
726
Intact Investment Management
Quebec, Canada
$13.8M +$321K +2,300 +2%
CA
727
Cetera Advisors
Colorado
$13.8M -$221K -1,587 -2%
OMC
728
Overbrook Management Corp
New York
$13.7M +$238K +1,710 +2%
OWD
729
Osborn Williams & Donohoe
Ohio
$13.7M -$454K -3,255 -3%
1IA
730
1834 Investment Advisors
Wisconsin
$13.7M -$1.96M -14,048 -13%
CCP
731
Corient Capital Partners
California
$13.7M +$76.9K +552 +0.6%
LOAME
732
Lombard Odier Asset Management (Europe)
United Kingdom
$13.6M +$8.89M +63,800 +187%
DY
733
Dowling & Yahnke
California
$13.6M -$307K -2,200 -2%
RIM
734
Regent Investment Management
Kentucky
$13.6M -$517K -3,712 -4%
IA
735
Icon Advisers
Colorado
$13.6M – – –
Westfield Capital Management
736
Westfield Capital Management
Massachusetts
$13.6M +$4.65M +33,370 +52%
BAS
737
Brown Advisory Securities
Maryland
$13.5M +$354K +2,540 +3%
1SB
738
1ST Source Bank
Indiana
$13.5M -$153K -1,100 -1%
NCM
739
Narwhal Capital Management
Georgia
$13.5M +$28K +201 +0.2%
UR
740
USCA RIA
Texas
$13.5M -$40.8K -293 -0.3%
BWFA
741
Baltimore-Washington Financial Advisors
Maryland
$13.5M +$528K +3,791 +4%
CC
742
Courier Capital
New York
$13.4M -$168K -1,222 -1%
HAI
743
Hennessy Advisors Inc
California
$13.4M -$3.74M -26,800 -22%
SAM
744
Strategy Asset Managers
California
$13.4M -$150K -1,075 -1%
AIP
745
Ameritas Investment Partners
Nebraska
$13.4M -$882K -6,327 -6%
MAM
746
Meeder Asset Management
Ohio
$13.3M -$2.54M -18,237 -16%
DGHMC
747
Dalton, Greiner, Hartman, Maher & Co
New York
$13.3M -$1.3M -9,357 -9%
Capstone Investment Advisors
748
Capstone Investment Advisors
New York
$13.2M +$9.72M +69,741 +276%
CBOR
749
Community Bank of Raymore
Missouri
$13.2M -$5.58K -40 -0%
TU
750
TDAM USA
Ontario, Canada
$13.2M -$1.11M -7,982 -8%
28 29
30
31 32