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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 %
WIM
1001
Wittenberg Investment Management
Massachusetts
$7.43M -$237K -1,700 -3%
GJIC
1002
Gamble Jones Investment Counsel
California
$7.42M +$406K +2,915 +6%
BS
1003
Boenning & Scattergood
Pennsylvania
$7.42M +$827K +5,934 +13%
CB
1004
Community Bank
New York
$7.41M -$125K -896 -2%
RC
1005
RegentAtlantic Capital
New Jersey
$7.41M -$249K -1,786 -3%
ECM
1006
Exchange Capital Management
Michigan
$7.4M -$269K -1,928 -4%
DAS
1007
Dynamic Advisor Solutions
Arizona
$7.39M +$21.3K +153 +0.3%
CBN
1008
Cadence Bank NA
Texas
$7.37M -$114K -818 -2%
FMC
1009
First Merchants Corp
Indiana
$7.37M -$675K -4,844 -8%
CHAM
1010
Clear Harbor Asset Management
Connecticut
$7.36M +$118K +849 +2%
VFA
1011
Voya Financial Advisors
Connecticut
$7.36M +$820K +5,915 +13%
HA
1012
Hamel Associates
New Jersey
$7.35M +$27.9K +200 +0.4%
LWANC
1013
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.31M -$86K -617 -1%
BIP
1014
Brandes Investment Partners
California
$7.3M -$162K -1,162 -2%
XWM
1015
Xcel Wealth Management
Florida
$7.28M -$7.25K -52 -0.1%
BCA
1016
Bray Capital Advisors
Florida
$7.27M -$1.67K -12 -0%
CCMINC
1017
Cardinal Capital Management Inc (North Carolina)
North Carolina
$7.27M -$174K -1,250 -2%
CS
1018
Comerica Securities
Michigan
$7.26M +$1.62M +11,591 +29%
NSLI
1019
Nan Shan Life Insurance
Taiwan
$7.25M +$976K +7,000 +16%
ANBT
1020
American National Bank & Trust
Texas
$7.24M +$187K +1,343 +3%
CCM
1021
CWH Capital Management
Washington
$7.23M -$61.5K -441 -0.8%
HAM
1022
Highstreet Asset Management
Ontario, Canada
$7.22M -$799K -5,731 -10%
RIM
1023
Rampart Investment Management
Connecticut
$7.21M -$157K -1,124 -2%
CFA
1024
Capstone Financial Advisors
Illinois
$7.2M +$13K +93 +0.2%
WS
1025
Wedbush Securities
California
$7.19M +$136K +976 +2%
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