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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 %
SFG
1101
SevenBridge Financial Group
Pennsylvania
$6.14M -$40K -287 -0.6%
GWM
1102
Geneos Wealth Management
Colorado
$6.14M +$154K +1,104 +3%
BFG
1103
Beacon Financial Group
Texas
$6.13M -$94.9K -681 -2%
BP
1104
Ballentine Partners
Massachusetts
$6.09M -$37.8K -271 -0.6%
SVWAG
1105
Sound View Wealth Advisors Group
Georgia
$6.09M -$225K -1,611 -4%
IB
1106
Intrust Bank
Kansas
$6.09M +$32.2K +231 +0.5%
FFM
1107
Fullerton Fund Management
Singapore
$6.08M -$608K -4,364 -9%
BCCM
1108
Bridge Creek Capital Management
Massachusetts
$6.07M -$70.1K -503 -1%
DDC
1109
DF Dent & Co
Maryland
$6.07M +$154K +1,107 +3%
SFP
1110
Shepherd Financial Partners
Massachusetts
$6.06M -$276K -1,978 -4%
MCP
1111
Martin Capital Partners
Oregon
$6.06M +$232K +1,666 +4%
CSC
1112
Cove Street Capital
California
$6.05M -$1.4M -10,046 -19%
TA
1113
Tiedemann Advisors
New York
$6.04M -$1.86M -13,363 -24%
BP
1114
BBR Partners
New York
$6.04M +$6.97K +50 +0.1%
AMM
1115
American Money Management
California
$6.04M -$13.1K -94 -0.2%
BIA
1116
BMT Investment Advisors
Pennsylvania
$6.02M +$349K +2,500 +6%
MCM
1117
McMillion Capital Management
North Carolina
$6.02M -$60.2K -432 -1%
FBT
1118
First Bankers Trust
Kentucky
$6.02M +$54.8K +393 +0.9%
CCM
1119
Coldstream Capital Management
Washington
$6.01M +$558 +4 +0%
CIG
1120
Consolidated Investment Group
Colorado
$5.99M – – –
TC
1121
TownSquare Capital
Utah
$5.97M -$2.33M -16,683 -28%
WPIC
1122
White Pine Investment Company
Michigan
$5.95M -$71.2K -511 -1%
WCA
1123
Westover Capital Advisors
Delaware
$5.94M -$297K -2,131 -5%
SAM
1124
Selway Asset Management
$5.93M -$216K -1,550 -4%
HW
1125
Hedeker Wealth
Illinois
$5.92M +$1.95K +14 +0%
43 44
45
46 47