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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 %
PI
1026
PFS Investments
Georgia
$7.17M +$1.92M +13,781 +37%
SS
1027
Simplicity Solutions
Minnesota
$7.12M +$878K +6,296 +14%
LSPW
1028
Lake Street Private Wealth
Illinois
$7.08M +$713K +5,113 +11%
MPA
1029
Marvin & Palmer Associates
Delaware
$7.07M +$7.07M +50,720 New
BO
1030
BRR OpCo
Ohio
$7.06M -$280K -2,012 -4%
IRF
1031
IBM Retirement Fund
New York
$7.05M -$410K -2,939 -5%
NPT
1032
Nixon Peabody Trust
Massachusetts
$7.03M -$24K -172 -0.3%
MME
1033
Meag Munich Ergo
Germany
$7.03M -$23M -165,748 -77%
VAS
1034
Valicenti Advisory Services
New York
$7.01M -$6.13K -44 -0.1%
GIM
1035
Goelzer Investment Management
Indiana
$6.99M -$47.7K -342 -0.7%
HT
1036
Heritage Trust
Oklahoma
$6.99M +$226K +1,622 +3%
ACM
1037
Adalta Capital Management
New York
$6.97M -$35.3K -253 -0.5%
CRCM
1038
Crystal Rock Capital Management
Illinois
$6.96M – – –
RC
1039
Roundview Capital
New Jersey
$6.94M +$376K +2,696 +6%
AWP
1040
Ascent Wealth Partners
New York
$6.9M -$74.6K -535 -1%
BA
1041
Bristlecone Advisors
Washington
$6.9M +$1.37M +9,819 +25%
PCM
1042
Prelude Capital Management
New York
$6.82M +$4.37M +31,317 +178%
SA
1043
Strategic Advisors
New York
$6.81M +$6.41K +46 +0.1%
FB
1044
Fulton Bank
Pennsylvania
$6.81M +$122K +876 +2%
MC
1045
Miramar Capital
Illinois
$6.81M -$121K -898 -2%
FMWA
1046
Forvis Mazars Wealth Advisors
Missouri
$6.8M +$178K +1,280 +3%
WAM
1047
Wealthspire Advisors (Maryland)
Maryland
$6.8M +$70.7K +507 +1%
TCM
1048
Tran Capital Management
California
$6.79M -$923K -6,625 -12%
HWA
1049
HCR Wealth Advisors
California
$6.78M +$278K +1,994 +4%
ECM
1050
EagleClaw Capital Management
Massachusetts
$6.74M -$121K -870 -2%
40 41
42
43 44