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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 %
AF
926
Arrow Financial
New York
$8.86M -$348K -2,496 -4%
BAM
927
Boyar Asset Management
New York
$8.83M -$285K -2,045 -3%
DA
928
Denali Advisors
California
$8.82M +$1.91M +13,700 +28%
WCM
929
Whitener Capital Management
North Carolina
$8.82M +$135K +966 +2%
GIA
930
GHP Investment Advisors
Colorado
$8.77M +$309K +2,218 +4%
MIC
931
Means Investment Company
Maine
$8.76M +$176K +1,271 +2%
DT
932
Diversified Trust
Tennessee
$8.67M +$2.71M +19,415 +45%
TEE
933
Tibra Equities Europe
United Kingdom
$8.66M -$3.16M -22,700 -27%
PGIM
934
Pacific Global Investment Management
California
$8.58M -$79.5K -570 -0.9%
VanEck Associates
935
VanEck Associates
New York
$8.58M +$467K +3,348 +6%
III
936
Independent Investors Inc
New York
$8.56M -$76.2K -547 -0.9%
IAN
937
Integrated Advisors Network
Texas
$8.54M +$8.54M +61,262 New
JWM
938
JGP Wealth Management
Oregon
$8.53M +$582K +4,212 +7%
HI
939
HBK Investments
Texas
$8.46M +$2.67M +19,140 +46%
AW
940
ACG Wealth
Georgia
$8.43M -$556K -3,985 -6%
HEIP
941
Hudson Edge Investment Partners
New Jersey
$8.42M -$510K -3,660 -6%
RWM
942
Rench Wealth Management
Texas
$8.41M +$904K +6,488 +12%
SIC
943
Sigma Investment Counselors
Michigan
$8.41M -$28.7K -206 -0.3%
PWW
944
Pettyjohn Wood & White
Virginia
$8.41M -$79K -567 -0.9%
TC
945
Telemus Capital
Michigan
$8.38M -$626K -4,488 -7%
CC
946
Chicago Capital
Illinois
$8.37M – – –
BWM
947
Buckley Wealth Management
Nevada
$8.36M -$257K -1,843 -3%
AI
948
Atom Investors
Texas
$8.36M +$175K +1,252 +2%
HBT
949
Hills Bank & Trust
Iowa
$8.34M -$31.1K -223 -0.4%
AHC
950
Anderson Hoagland & Co
Missouri
$8.3M -$771K -5,848 -8%
36 37
38
39 40