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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 %
IA
976
IFP Advisors
Florida
$7.8M -$2.68M -19,235 -26%
VCA
977
Verdence Capital Advisors
Maryland
$7.79M -$59.1K -424 -0.8%
SC
978
Schulhoff & Co
Ohio
$7.79M -$10.5K -75 -0.1%
TCM
979
Telos Capital Management
California
$7.78M -$20.6K -148 -0.3%
GT
980
Greenleaf Trust
Michigan
$7.78M +$211K +1,516 +3%
GCM
981
Garland Capital Management
Washington
$7.77M -$103K -740 -1%
WAS
982
WESPAC Advisors SoCal
California
$7.76M -$334K -2,398 -4%
PT
983
Plimoth Trust
Massachusetts
$7.74M -$235K -1,685 -3%
AWM
984
Avitas Wealth Management
California
$7.74M +$41K +294 +0.5%
DWT
985
Dorsey & Whitney Trust
South Dakota
$7.74M -$267K -1,913 -3%
EH
986
Equitable Holdings
New York
$7.73M +$7.73M +55,422 New
DSC
987
Duncker Streett & Co
Missouri
$7.72M -$48.4K -347 -0.6%
FAT
988
First American Trust
California
$7.65M +$6.55K +47 +0.1%
IIM
989
Ipswich Investment Management
Massachusetts
$7.61M -$49.9K -358 -0.7%
VI
990
Vestcor Inc
New Brunswick, Canada
$7.58M +$7.58M +54,388 New
LNC
991
Lincoln National Corp
Pennsylvania
$7.56M +$813K +5,836 +12%
JWM
992
Jupiter Wealth Management
Colorado
$7.54M -$13.2K -95 -0.2%
BOTW
993
Bank of the West
California
$7.53M -$3.87M -27,786 -34%
LWCFA
994
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.49M +$45.3K +325 +0.6%
MCM
995
Mengis Capital Management
Oregon
$7.47M -$258K -1,850 -3%
DR
996
Davis Rea
Ontario, Canada
$7.47M +$95.8K +687 +1%
CCM
997
Crossvault Capital Management
Texas
$7.47M -$80.2K -575 -1%
ACA
998
Aptus Capital Advisors
Alabama
$7.46M +$2.52M +18,078 +51%
LBD
999
Landsberg Bennett & Dubbaneh
Florida
$7.44M +$39.1K +282 +0.5%
PFS
1000
Prospera Financial Services
Texas
$7.44M +$1.62M +11,649 +28%
38 39
40
41 42