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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 %
FHB
901
First Hawaiian Bank
Hawaii
$9.33M -$398K -2,852 -4%
OAMG
902
Odey Asset Management Group
United Kingdom
$9.33M -$2.21M -15,850 -19%
BFA
903
Bragg Financial Advisors
North Carolina
$9.33M +$160K +1,150 +2%
OSNBOA
904
Old Second National Bank of Aurora
Illinois
$9.31M -$209K -1,496 -2%
TAM
905
Tradition Asset Management
Virginia
$9.29M -$541K -3,884 -6%
GAB
906
German American Bancorp
Indiana
$9.28M +$54.4K +390 +0.6%
FC
907
Fulcrum Capital
Washington
$9.27M -$129K -927 -1%
KWMG
908
King Wealth Management Group
Florida
$9.27M +$99.1K +711 +1%
RP
909
Rice Partnership
Hawaii
$9.26M +$462K +3,312 +5%
CCT
910
Chemung Canal Trust
New York
$9.24M +$26.1K +187 +0.3%
LNWWM
911
Laird Norton Wetherby Wealth Management
California
$9.22M -$42.1K -302 -0.5%
AP
912
Archon Partners
New Jersey
$9.2M +$1.6M +11,500 +21%
PTB
913
Pioneer Trust Bank
Oregon
$9.07M +$257K +1,846 +3%
HI
914
Horizon Investments
North Carolina
$9.07M +$1.85M +13,292 +26%
BCM
915
Bourgeon Capital Management
Connecticut
$9.06M -$86.8K -623 -0.9%
SCM
916
Sandler Capital Management
New York
$9.06M +$9.06M +65,000 New
KLWA
917
Kelly Lawrence W & Associates
California
$9.06M +$41.8K +300 +0.5%
TCOT
918
Trust Company of Toledo
Ohio
$9.05M +$214K +1,538 +2%
CEP
919
Chicago Equity Partners
Illinois
$9.05M -$4.1M -29,389 -31%
IWA
920
IBEX Wealth Advisors
New Jersey
$8.97M -$236K -1,694 -3%
WF
921
WoodTrust Financial
Wisconsin
$8.96M -$72.2K -518 -0.8%
WCM
922
Windward Capital Management
California
$8.96M -$46.8K -336 -0.5%
RM
923
Resource Management
Louisiana
$8.87M +$299K +2,148 +3%
WKWM
924
Walter & Keenan Wealth Management
Indiana
$8.86M -$1.31M -9,368 -13%
LWM
925
Lyell Wealth Management
California
$8.86M +$267K +1,912 +3%
35 36
37
38 39