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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 %
Lido Advisors
951
Lido Advisors
California
$8.29M +$1.78M +12,740 +27%
WTFG
952
Wells Trecaso Financial Group
Ohio
$8.29M -$86.6K -621 -1%
MC
953
MRJ Capital
New York
$8.27M -$181K -1,300 -2%
SGCA
954
Steel Grove Capital Advisors
Tennessee
$8.2M +$36.8K +264 +0.5%
AC
955
Addenda Capital
Quebec, Canada
$8.2M +$386K +2,767 +5%
GFA
956
Gifford Fong Associates
California
$8.2M – – –
ISB
957
Iowa State Bank
Iowa
$8.18M -$8.5K -61 -0.1%
SWM
958
Segment Wealth Management
Texas
$8.18M +$542K +3,887 +7%
IPW
959
Inlet Private Wealth
Florida
$8.08M +$83.6K +600 +1%
UFG
960
United Fire Group
Iowa
$8.05M – – –
EAMA
961
EFG Asset Management (Americas)
Florida
$8.03M +$5.9M +110,086 +278%
MAM
962
Mark Asset Management
New York
$7.99M -$5.12M -36,700 -39%
BFO
963
Boston Family Office
Massachusetts
$7.95M +$418 +3 +0%
WIS
964
Wright Investors Service
Connecticut
$7.94M -$20.5K -147 -0.3%
SCM
965
Schnieders Capital Management
California
$7.92M +$106K +762 +1%
WAS
966
Wealth Advisory Solutions
Indiana
$7.92M +$7.92M +56,830 New
ET
967
Equitable Trust
Tennessee
$7.92M -$148K -1,063 -2%
MCM
968
Maryland Capital Management
Maryland
$7.9M +$188K +1,349 +2%
TW
969
Transform Wealth
Colorado
$7.88M +$994K +7,127 +14%
TF
970
Tompkins Financial
New York
$7.88M +$203K +1,453 +3%
RPC
971
Rossmore Private Capital
Connecticut
$7.87M +$1.29M +9,220 +20%
BMM
972
Buffington Mohr McNeal
Idaho
$7.87M -$56.5K -405 -0.7%
QCG
973
Quadrant Capital Group
Ohio
$7.86M +$786K +5,664 +11%
ECM
974
ETrade Capital Management
Virginia
$7.82M +$293K +2,099 +4%
FCT
975
Family Capital Trust
Massachusetts
$7.82M -$106K -760 -1%
37 38
39
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