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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 %
WAM
801
Winslow Asset Management
Ohio
$12M -$49.2K -353 -0.4%
LPT
802
Legacy Private Trust
Wisconsin
$12M -$110K -789 -0.9%
KHLMVGHM
803
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$12M – – –
CM
804
Castleark Management
Illinois
$12M – – –
LW
805
Linscomb Wealth
Texas
$11.9M +$264K +1,897 +2%
FMLI
806
Fukoku Mutual Life Insurance
Japan
$11.9M -$372K -2,670 -3%
TI
807
tru Independence
Oregon
$11.9M +$11.9M +106,932 New
VWM
808
Venturi Wealth Management
Texas
$11.8M -$124K -886 -1%
CAM
809
Cresset Asset Management
Illinois
$11.8M +$1.55M +11,123 +15%
TIM
810
Thompson Investment Management
Wisconsin
$11.8M -$790K -5,664 -6%
BCMO
811
Buckingham Capital Management (Ohio)
Ohio
$11.7M +$4.46K +32 +0%
NEI
812
Northwest & Ethical Investments
Ontario, Canada
$11.6M +$2.18M +15,671 +23%
VFA
813
Valeo Financial Advisors
Indiana
$11.5M +$231K +1,654 +2%
BHWM
814
Bar Harbor Wealth Management
New Hampshire
$11.5M +$1.73M +12,397 +18%
VW
815
Vantage Wealth
California
$11.5M -$250K -1,792 -2%
CWM
816
Circle Wealth Management
New Jersey
$11.4M +$21.6K +155 +0.2%
SFS
817
Sowell Financial Services
Arkansas
$11.4M +$521K +3,740 +5%
BBVA
818
Banco Bilbao Vizcaya Argentaria
Spain
$11.4M +$11.4M +81,677 New
AAS
819
Avantax Advisory Services
Texas
$11.3M +$2.37M +16,976 +26%
DLCIG
820
D.L. Carlson Investment Group
New Hampshire
$11.3M -$79.5K -570 -0.7%
AAM
821
AR Asset Management
California
$11.3M – – –
BFIM
822
Beese Fulmer Investment Management
Ohio
$11.3M +$164K +1,178 +1%
HRC
823
Hoertkorn Richard Charles
$11.3M -$157K -1,125 -1%
H
824
HoyleCohen
California
$11.2M -$99.3K -712 -0.9%
NIA
825
Northstar Investment Advisors
Colorado
$11.2M -$43.8K -314 -0.4%
31 32
33
34 35