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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 %
KPCM
851
Kings Point Capital Management
New York
$10.7M +$697K +5,000 +7%
PAIM
852
Punch & Associates Investment Management
Minnesota
$10.6M -$275K -1,972 -3%
PI
853
Pettee Investors
Connecticut
$10.6M -$3.49K -25 -0%
PPCM
854
Pillar Pacific Capital Management
California
$10.6M +$28.4K +204 +0.3%
CAM
855
Cypress Asset Management
Texas
$10.5M -$766K -5,498 -7%
RWP
856
RWA Wealth Partners
Massachusetts
$10.5M -$1.71M -12,232 -14%
HFM
857
Hartford Financial Management
Connecticut
$10.5M -$218K -1,566 -2%
WSCM
858
Wellington Shields Capital Management
New York
$10.5M +$203K +1,456 +2%
CCI
859
Columbus Circle Investors
$10.5M +$10.5M +75,309 New
MP
860
MSD Partners
New York
$10.5M – – –
KRSITF
861
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$10.4M -$160K -1,145 -2%
6M
862
6 Meridian
Kansas
$10.3M +$6.55K +47 +0.1%
FTC
863
Farmers Trust Company
Ohio
$10.3M -$1.55M -11,145 -13%
VIP
864
Vantage Investment Partners
Missouri
$10.3M +$100K +720 +1%
MRCM
865
M&R Capital Management
New Jersey
$10.3M -$57.7K -414 -0.6%
JWBC
866
J.W. Burns & Co
New York
$10.2M +$443K +3,180 +5%
MERSOM
867
Municipal Employees' Retirement System of Michigan
Michigan
$10.2M -$258K -1,850 -2%
RAM
868
Riggs Asset Management
Pennsylvania
$10.2M +$57.7K +414 +0.6%
AIM
869
AMI Investment Management
Indiana
$10.1M -$1.39K -10 -0%
PAM
870
Peak Asset Management
Colorado
$10.1M -$247K -1,774 -2%
VWA
871
Visionary Wealth Advisors
Illinois
$10.1M +$10.1M +72,499 New
HC
872
Hendley & Co
Ohio
$10M +$123K +885 +1%
BFEC
873
Benjamin F. Edwards & Company
Missouri
$10M +$561K +4,026 +6%
BRWA
874
B. Riley Wealth Advisors
Florida
$10M +$853K +6,119 +9%
BONST
875
Bank of Nova Scotia Trust
Ontario, Canada
$9.99M +$178K +1,278 +2%
33 34
35
36 37