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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 %
Cetera Investment Advisers
1051
Cetera Investment Advisers
Illinois
$6.74M -$41.3K -296 -0.6%
WC
1052
Woodstock Corp
Massachusetts
$6.7M -$180K -1,290 -3%
AIA
1053
AGF Investments America
Ontario, Canada
$6.7M +$59.2K +425 +0.9%
WSC
1054
Wellington Shields & Co
New York
$6.68M +$5.27M +37,822 +375%
NMIFOAC
1055
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$6.68M – – –
RCM
1056
Radnor Capital Management
Pennsylvania
$6.67M +$81.5K +585 +1%
CNB
1057
Camden National Bank
Maine
$6.67M +$260K +1,867 +4%
SWM
1058
Stockman Wealth Management
Montana
$6.67M -$239K -1,713 -3%
MFG
1059
MidWestOne Financial Group
Iowa
$6.62M +$1.05M +7,507 +19%
AIA
1060
Allied Investment Advisors
Montana
$6.6M -$47.7K -342 -0.7%
HT
1061
HighTower Trust
Texas
$6.59M +$297K +2,132 +5%
PFO
1062
Pathstone Family Office
New Jersey
$6.58M -$806K -578 -11%
BRCM
1063
Bright Rock Capital Management
Massachusetts
$6.55M +$697K +5,000 +12%
GAM
1064
Griffin Asset Management
New York
$6.55M +$12.7K +91 +0.2%
HIA
1065
Harbor Investment Advisory
Maryland
$6.51M +$6.51M +46,703 New
Wealth Enhancement Advisory Services
1066
Wealth Enhancement Advisory Services
Minnesota
$6.5M -$114K -819 -2%
CCP
1067
Cardan Capital Partners
Colorado
$6.5M +$92.6K +664 +1%
PL
1068
Parthenon LLC
Kentucky
$6.47M +$3.49K +25 +0.1%
LCC
1069
Lincoln Capital Corp
Rhode Island
$6.44M -$83.6K -600 -1%
CIC
1070
Cornercap Investment Counsel
Georgia
$6.43M -$370K -2,653 -5%
BSW
1071
Buckingham Strategic Wealth
Missouri
$6.42M +$95.2K +683 +2%
SEIA
1072
Signature Estate & Investment Advisors
California
$6.41M -$34.6K -248 -0.5%
SNT
1073
Security National Trust
West Virginia
$6.4M -$80.8K -580 -1%
VWM
1074
Valley Wealth Managers
New Jersey
$6.39M +$73.2K +525 +1%
UTC
1075
Unified Trust Company
Kentucky
$6.39M +$35.7K +256 +0.6%
41 42
43
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