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 %
FBC
876
Fairfield, Bush & Co
Connecticut
$9.91M -$3.74M -26,861 -27%
ASN
877
Advisory Services Network
Georgia
$9.91M +$846K +6,070 +9%
AA
878
Apriem Advisors
California
$9.9M -$742K -5,321 -7%
FIB
879
First Interstate Bank
Montana
$9.8M -$55.3K -397 -0.6%
CA
880
CapWealth Advisors
Tennessee
$9.8M +$38.3K +275 +0.4%
SIP
881
Stoneridge Investment Partners
Pennsylvania
$9.79M -$167K -1,200 -2%
PL
882
Parkwood LLC
Ohio
$9.78M +$1.33M +9,536 +16%
FPCG
883
Fort Pitt Capital Group
Pennsylvania
$9.75M -$89.8K -644 -0.9%
FQ
884
First Quadrant
California
$9.74M -$279K -2,003 -3%
AT
885
Arden Trust
Delaware
$9.73M -$47.7K -342 -0.5%
NCM
886
Nelson Capital Management
California
$9.73M +$166K +1,188 +2%
Carson Wealth (CWM LLC)
887
Carson Wealth (CWM LLC)
Nebraska
$9.7M – – –
AAM
888
Autus Asset Management
Arizona
$9.68M +$60.9K +437 +0.6%
NG
889
NatWest Group
United Kingdom
$9.68M +$234K +1,679 +2%
CFA
890
Carroll Financial Associates
North Carolina
$9.63M +$136K +973 +1%
BAC
891
Boys Arnold & Co
North Carolina
$9.62M +$56.2K +403 +0.6%
BBNA
892
Bremer Bank National Association
Minnesota
$9.61M -$224K -1,609 -2%
DHFB
893
Dixon Hubard Feinour & Brown
Virginia
$9.54M +$8.2M +58,795 +608%
IHL
894
Investment House LLC
California
$9.52M -$132K -950 -1%
FA
895
Fagan Associates
New York
$9.52M -$31.4K -225 -0.3%
SW
896
SteelPeak Wealth
California
$9.49M +$9.49M +68,073 New
PCA
897
Private Capital Advisors
Connecticut
$9.46M -$87.1K -625 -0.9%
PPSG
898
Princeton Portfolio Strategies Group
New Jersey
$9.39M -$14.6K -105 -0.2%
SFS
899
Strategic Financial Services
New York
$9.38M -$1.7M -12,201 -15%
BOC
900
Barbara Oil Co
Illinois
$9.34M – – –
34 35
36
37 38