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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
1
T. Rowe Price Associates
Maryland
$6.83B
2
Truist Financial
2
Truist Financial
North Carolina
$380M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$8.4B
4
Goldman Sachs
4
Goldman Sachs
New York
$2.79B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$3.86B

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.96B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$718M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$34.4B
4
PP
4
Prudential plc
United Kingdom
$359M
5
Franklin Resources
5
Franklin Resources
California
$2.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
76
Bahl & Gaynor
Ohio
$586M -$3.6M -25,798 -0.6%
Sanders Capital
77
Sanders Capital
Florida
$586M -$26.5M -190,055 -4%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$575M -$14.4M -103,071 -2%
Janus Henderson Group
79
Janus Henderson Group
United Kingdom
$573M -$51M -365,588 -8%
Stifel Financial
80
Stifel Financial
Missouri
$566M +$47.4M +339,982 +9%
Fayez Sarofim & Co
81
Fayez Sarofim & Co
Texas
$565M -$17.1M -122,442 -3%
TIM
82
Thornburg Investment Management
New Mexico
$559M -$49.5M -354,919 -8%
TD Asset Management
83
TD Asset Management
Ontario, Canada
$541M -$32.6M -233,672 -6%
AIG
84
American International Group
New York
$510M -$92.9M -666,322 -15%
National Pension Service
85
National Pension Service
South Korea
$503M +$2.65M +19,015 +0.5%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$500M +$21.5M +154,038 +4%
Adage Capital Partners
87
Adage Capital Partners
Massachusetts
$487M -$23.6M -169,500 -5%
Ensign Peak Advisors
88
Ensign Peak Advisors
Utah
$486M +$486M +3,486,491 New
Bessemer Group
89
Bessemer Group
New Jersey
$485M -$13.6M -97,322 -3%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$483M -$40.9M -295,861 -8%
US Bancorp
91
US Bancorp
Minnesota
$474M -$7.97M -57,163 -2%
BGIM
92
Brandywine Global Investment Management
Pennsylvania
$456M -$108M -768,689 -19%
Canada Life
93
Canada Life
Manitoba, Canada
$452M -$4.58M -33,117 -1%
1832 Asset Management
94
1832 Asset Management
Ontario, Canada
$450M +$79.9M +573,674 +22%
Canada Pension Plan Investment Board
95
Canada Pension Plan Investment Board
Ontario, Canada
$437M +$18.9M +135,663 +5%
Mitsubishi UFJ Trust & Banking
96
Mitsubishi UFJ Trust & Banking
Japan
$417M -$12.3M -88,158 -3%
Korea Investment Corp
97
Korea Investment Corp
South Korea
$416M +$27.5M +197,000 +7%
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$398M +$810K +5,808 +0.2%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$394M +$20.4M +146,487 +5%
CSIA
100
Charles Schwab Investment Advisory
California
$390M +$2.1M +15,075 +0.5%
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4
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