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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 %
BCM
1126
Buckhead Capital Management
Georgia
$5.91M -$383K -2,748 -6%
OI
1127
Oakbrook Investments
Illinois
$5.91M -$8.8M -63,163 -60%
BCM
1128
Brookstone Capital Management
Illinois
$5.91M +$1.39M +9,943 +31%
HH
1129
Hilltop Holdings
Texas
$5.89M +$1.8M +12,894 +44%
CAM
1130
Centre Asset Management
New York
$5.88M +$5.88M +42,170 New
KJHP
1131
K.J. Harrison & Partners
Ontario, Canada
$5.87M +$1.29M +9,250 +28%
DWM
1132
Dakota Wealth Management
Florida
$5.86M -$142K -1,019 -2%
SACTSONJ
1133
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.86M -$418K -3,000 -7%
CBU
1134
CIBC Bank USA
Illinois
$5.83M +$158K +1,135 +3%
RIA
1135
RPG Investment Advisory
California
$5.82M +$418 +3 +0%
DCM
1136
Delta Capital Management
New Jersey
$5.82M -$18.1K -130 -0.3%
AFM
1137
Abbot Financial Management
Massachusetts
$5.81M -$45.6K -327 -0.8%
BCM
1138
Brookmont Capital Management
Texas
$5.8M -$565K -4,053 -9%
MIP
1139
Marietta Investment Partners
Wisconsin
$5.78M +$3.89M +27,874 +205%
BAM
1140
Brave Asset Management
New Jersey
$5.77M -$289K -2,072 -5%
HCM
1141
Howland Capital Management
Massachusetts
$5.75M +$143K +1,029 +3%
PAS
1142
Park Avenue Securities
New York
$5.74M +$416K +2,981 +8%
RC
1143
RBF Capital
California
$5.72M – – –
DIP
1144
DT Investment Partners
Pennsylvania
$5.7M +$5.7M +40,877 New
OIA
1145
OneDigital Investment Advisors
Kansas
$5.69M -$87.8K -630 -2%
UAS
1146
United Asset Strategies
New York
$5.67M +$144K +1,033 +3%
IMC Chicago
1147
IMC Chicago
Illinois
$5.67M +$3.05M +21,859 +116%
PAM
1148
Paradigm Asset Management
New York
$5.65M +$265K +1,900 +5%
HCA
1149
Harbour Capital Advisors
Virginia
$5.64M +$59K +423 +1%
CSM
1150
CAMG Solamere Management
North Carolina
$5.61M +$73.8K +529 +1%
44 45
46
47 48