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 %
JC
826
JBF Capital
Colorado
$11.2M -$1.39M -10,000 -11%
FC
827
Ferris Capital
Massachusetts
$11.1M – – –
AC
828
Alexandria Capital
Virginia
$11.1M -$377K -2,707 -3%
CIS
829
Connors Investor Services
Pennsylvania
$11.1M -$11.7M -83,714 -51%
EVM
830
Evelyn V. Moreno
$11.1M -$440K -3,157 -4%
ECM
831
Everence Capital Management
Indiana
$11.1M +$940K +6,746 +9%
PAM
832
Premier Asset Management
Illinois
$11M -$5.23M -37,543 -32%
GP
833
Girard Partners
Pennsylvania
$11M -$54.9K -393 -0.5%
CAM
834
Close Asset Management
United Kingdom
$11M +$1.49M +10,723 +16%
WC
835
Whitney & Co
New York
$11M +$118K +845 +1%
AIA
836
Affinity Investment Advisors
California
$11M -$2.48M -17,807 -18%
CCM
837
Compton Capital Management
Rhode Island
$10.9M -$225K -1,613 -2%
GW
838
GW & Wade
Massachusetts
$10.9M -$60.8K -436 -0.6%
KFP
839
KMG Fiduciary Partners
Ohio
$10.9M -$174K -1,245 -2%
DWA
840
Douglass Winthrop Advisors
New York
$10.9M -$136K -979 -1%
MWM
841
Meridian Wealth Management
Kentucky
$10.9M +$494K +3,541 +5%
WIC
842
WealthBridge Investment Counsel
Alberta, Canada
$10.8M +$10.8M +77,760 New
RWA
843
Ropes Wealth Advisors
Massachusetts
$10.8M -$2.58M -18,477 -19%
MYLI
844
Meiji Yasuda Life Insurance
Japan
$10.8M -$89.4K -641 -0.8%
SHGA
845
Sand Hill Global Advisors
California
$10.8M -$299K -2,142 -3%
TPCW
846
TD Private Client Wealth
New York
$10.8M +$10.8M +77,332 New
PCM
847
Penserra Capital Management
California
$10.8M +$8.08M +57,981 +302%
SC
848
Skylands Capital
Wisconsin
$10.7M -$1.45M -10,400 -12%
BOH
849
Bank of Hawaii
Hawaii
$10.7M +$15.6K +112 +0.1%
SAM
850
Security Asset Management
New York
$10.7M – – –
32 33
34
35 36