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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 %
VST
1151
Van Strum & Towne
California
$5.61M -$117K -839 -2%
SIC
1152
SFE Investment Counsel
California
$5.6M -$107K -767 -2%
PJSIMP
1153
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.59M +$42.4K +304 +0.8%
AAM
1154
Augustine Asset Management
Florida
$5.58M -$26.6K -191 -0.5%
IMOV
1155
Investment Management of Virginia
Virginia
$5.56M -$117K -840 -2%
FWM
1156
Frontier Wealth Management
Missouri
$5.56M -$4.66M -33,403 -46%
FMTC
1157
Farmers & Merchants Trust Company
California
$5.55M +$30.3K +217 +0.5%
SCA
1158
Snowden Capital Advisors
New York
$5.53M +$271K +1,946 +5%
CWS
1159
Cypress Wealth Services
California
$5.53M -$12.8K -92 -0.2%
MMG
1160
Monetary Management Group
Missouri
$5.53M -$107K -771 -2%
EGA
1161
E&G Advisors
Texas
$5.51M -$195K -1,400 -3%
AC
1162
Abbrea Capital
California
$5.51M +$28K +201 +0.5%
QF
1163
QVT Financial
New York
$5.51M – – –
ACP
1164
Aviance Capital Partners
Florida
$5.5M +$44K +316 +0.8%
SCA
1165
Spearhead Capital Advisors
Florida
$5.47M +$162K +1,163 +3%
SCM
1166
Silvant Capital Management
Georgia
$5.44M -$27.2K -195 -0.5%
CSA
1167
Cottage Street Advisors
Massachusetts
$5.44M -$10.7K -77 -0.2%
LA
1168
Lynch & Associates
Indiana
$5.43M +$90.7K +651 +2%
CCM
1169
Cadence Capital Management
Massachusetts
$5.43M -$634K -4,546 -10%
CCA
1170
Catalyst Capital Advisors
New York
$5.42M +$5.42M +38,900 New
GIA
1171
Granite Investment Advisors
New Hampshire
$5.41M -$181K -1,300 -3%
ADL
1172
Asset Dedication LLC
California
$5.4M +$415K +2,975 +8%
ST
1173
Somerset Trust
Pennsylvania
$5.4M +$2.51K +18 +0%
HIP
1174
Harrell Investment Partners
Texas
$5.4M +$5.4M +38,703 New
BAAM
1175
Baker Avenue Asset Management
California
$5.39M -$1.72M -12,308 -24%
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