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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 %
SS
776
Sunbelt Securities
Texas
$12.6M -$738K -5,296 -6%
IEFM
777
IQ EQ Fund Management
Ireland
$12.6M -$1.52M -10,938 -11%
LC
778
Loews Corp
New York
$12.6M -$3.86M -27,657 -23%
FM
779
Foster & Motley
Ohio
$12.6M -$278K -1,994 -2%
SLI
780
Sumitomo Life Insurance
Japan
$12.6M +$707K +5,075 +6%
CFC
781
Cincinnati Financial Corp
Ohio
$12.5M – – –
NWM
782
Nicola Wealth Management
British Columbia, Canada
$12.5M +$976K +7,000 +8%
WBG
783
Wharton Business Group
Pennsylvania
$12.4M +$281K +2,015 +2%
HVIA
784
Hudson Valley Investment Advisors
New York
$12.4M +$104K +749 +0.9%
WI
785
Wintrust Investments
Illinois
$12.3M +$132K +949 +1%
WCMN
786
Westchester Capital Management (Nebraska)
Nebraska
$12.3M +$83.6K +600 +0.7%
GP
787
Greenline Partners
New York
$12.3M -$2.24M -16,066 -15%
FMBTD
788
First Midwest Bank Trust Division
Illinois
$12.2M +$805K +5,772 +7%
BII
789
Bainco International Investors
Massachusetts
$12.2M +$47.4K +340 +0.4%
LIM
790
Leavell Investment Management
Alabama
$12.2M +$350K +2,508 +3%
GLLW
791
Graves Light Lenhart Wealth
Virginia
$12.2M -$75.3K -540 -0.6%
CI
792
Cigna Investments
Connecticut
$12.2M -$1.45M -10,924 -11%
ZCA
793
Zeke Capital Advisors
Pennsylvania
$12.2M -$1.71M -12,271 -12%
CC
794
Cornerstone Capital
California
$12.1M +$1.25M +8,966 +11%
KWM
795
Kingsview Wealth Management
Oregon
$12.1M +$1.04M +7,468 +9%
CCG
796
Cypress Capital Group
Florida
$12.1M +$213K +1,526 +2%
BIA
797
Biondo Investment Advisors
Pennsylvania
$12.1M -$195K -1,400 -2%
IAA
798
Independent Advisor Alliance
North Carolina
$12M -$613K -4,395 -5%
HAG
799
HighPoint Advisor Group
Illinois
$12M +$208K +1,517 +2%
PTC
800
Private Trust Company
Ohio
$12M +$9.9K +71 +0.1%
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