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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 %
WP
751
WealthPLAN Partners
Nebraska
$13.2M -$45.8K -332 -0.3%
B
752
Bailard
California
$13.2M +$1.93M +13,834 +17%
FNFDCM
753
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$13.2M -$130K -930 -1%
CCFCSB
754
Cape Cod Five Cents Savings Bank
Massachusetts
$13.2M -$219K -1,569 -2%
EIM
755
Essex Investment Management
Massachusetts
$13.2M +$3.7M +26,549 +39%
SPC
756
Sigma Planning Corp
Michigan
$13.1M +$405K +2,902 +3%
SFA
757
Spectrum Financial Alliance
Kentucky
$13.1M -$620K -4,447 -5%
FA
758
FDx Advisors
Illinois
$13.1M +$2.22M +15,927 +20%
FDCC
759
Foster Dykema Cabot & Co
Massachusetts
$13M +$5.46M +39,142 +72%
CIA
760
Capital Investment Advisors
Georgia
$13M +$73.2K +525 +0.6%
PIM
761
Penobscot Investment Management
Massachusetts
$13M +$19.8K +142 +0.2%
NSEDCP
762
NJ State Employees Deferred Compensation Plan
New Jersey
$13M -$279K -2,000 -2%
CCC
763
Cincinnati Casualty Company
Ohio
$13M – – –
CSUI
764
Cincinnati Specialty Underwriters Insurance
Ohio
$13M – – –
TTWM
765
TCV Trust & Wealth Management
Virginia
$12.9M +$64.3K +461 +0.5%
GC
766
Gratus Capital
Georgia
$12.9M -$62.6K -449 -0.5%
EAM
767
Erste Asset Management
Austria
$12.9M +$560K +4,025 +5%
RBA
768
Richard Bernstein Advisors
New York
$12.9M – – –
LSA
769
L & S Advisors
California
$12.8M +$9.3M +66,740 +263%
GCA
770
Greenwood Capital Associates
South Carolina
$12.8M -$193K -1,386 -1%
OCM
771
Oakwood Capital Management
California
$12.8M -$356K -2,551 -3%
DP
772
Dearborn Partners
Illinois
$12.8M +$344K +2,470 +3%
NCM
773
Novare Capital Management
North Carolina
$12.7M +$62.2K +446 +0.5%
FG
774
Fiduciary Group
Georgia
$12.6M +$20.9K +150 +0.2%
CEI
775
Clark Estates Inc
New York
$12.6M – – –
29 30
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