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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 %
MAFM
1076
Mid Atlantic Financial Management
Pennsylvania
$6.38M +$435K +3,119 +7%
PAI
1077
Pittenger & Anderson Inc
Nebraska
$6.38M +$24.4K +175 +0.4%
PWM
1078
Perigon Wealth Management
California
$6.37M -$60.7K -439 -0.9%
SMG
1079
Spectrum Management Group
Indiana
$6.36M +$132K +945 +2%
IC
1080
Intersect Capital
California
$6.3M +$218K +1,562 +4%
AWM
1081
Altium Wealth Management
New York
$6.29M +$295K +2,113 +5%
EH
1082
Employers Holdings
Nevada
$6.29M – – –
TCM
1083
TAM Capital Management
Connecticut
$6.28M +$6.28M +45,082 New
TFS
1084
Thoroughbred Financial Services
Tennessee
$6.27M +$14.2K +102 +0.2%
HI
1085
Hoey Investments
Pennsylvania
$6.26M +$6.26M +44,894 New
SBL
1086
Sargent Bickham Lagudis
Colorado
$6.23M +$29K +208 +0.5%
GC
1087
Grimes & Company
Massachusetts
$6.23M +$34K +244 +0.5%
AWM
1088
Altavista Wealth Management
North Carolina
$6.22M -$92K -660 -1%
PA
1089
Parallel Advisors
California
$6.22M +$139 +1 +0%
ECM
1090
Elgethun Capital Management
South Dakota
$6.21M -$100K -720 -2%
RWA
1091
River Wealth Advisors
Pennsylvania
$6.2M +$101K +722 +2%
MOS
1092
MGO One Seven
Ohio
$6.2M -$622K -4,464 -9%
APSI
1093
Asset Planning Services Inc
Louisiana
$6.19M +$240K +1,725 +4%
PA
1094
Perennial Advisors
New York
$6.19M -$20.9K -150 -0.3%
PFM
1095
Premier Fund Managers
United Kingdom
$6.18M -$352K -2,540 -5%
ACM
1096
Argyle Capital Management
Pennsylvania
$6.18M -$97.6K -700 -2%
GIP
1097
Granite Investment Partners
California
$6.18M -$163K -1,168 -3%
RAM
1098
Redmond Asset Management
Virginia
$6.17M -$59K -423 -0.9%
CAM
1099
Chou Associates Management
Ontario, Canada
$6.17M – – –
TCA
1100
Transcend Capital Advisors
New Jersey
$6.16M +$6.16M +44,173 New
42 43
44
45 46