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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 %
SCA
1176
Sage Capital Advisors
South Dakota
$5.39M +$40.1K +288 +0.8%
ACM
1177
Alta Capital Management
Utah
$5.38M -$16.9K -121 -0.3%
WPP
1178
Whalerock Point Partners
Rhode Island
$5.38M -$401K -2,880 -7%
TCM
1179
Traynor Capital Management
Pennsylvania
$5.37M +$245K +1,755 +5%
JAM
1180
Jolley Asset Management
North Carolina
$5.36M -$419K -3,005 -7%
EFSCE
1181
Enterprise Financial Services Corp (EFSC)
Missouri
$5.33M -$182K -1,308 -3%
RMSCM
1182
R.M. Sincerbeaux Capital Management
New York
$5.32M -$219K -1,574 -4%
CCG
1183
Chatham Capital Group
Georgia
$5.32M -$38.3K -275 -0.7%
AAMA
1184
Advanced Asset Management Advisors
Ohio
$5.32M – – –
EFS
1185
Essex Financial Services
Connecticut
$5.27M +$91.9K +659 +2%
FPS
1186
Fieldpoint Private Securities
Connecticut
$5.27M -$31.6K -227 -0.6%
HCA
1187
Horan Capital Advisors
Ohio
$5.27M -$204K -1,467 -4%
LRPA
1188
L. Roy Papp & Associates
Arizona
$5.26M +$9.76K +70 +0.2%
CNC
1189
Citizens & Northern Corp
Pennsylvania
$5.25M -$219K -1,570 -4%
GIA
1190
Guyasuta Investment Advisors
Pennsylvania
$5.25M +$18.4K +132 +0.4%
NAS
1191
Nicolet Advisory Services
Wisconsin
$5.24M +$145K +1,043 +3%
Harris Associates
1192
Harris Associates
Illinois
$5.21M – – –
CL
1193
CPWM LLC
Washington
$5.21M +$6.97K +50 +0.1%
FSA
1194
Fort Sheridan Advisors
Illinois
$5.2M +$156K +1,122 +3%
GP
1195
Geneva Partners
Wisconsin
$5.14M +$157K +1,125 +3%
LBC
1196
Lawrence B. Cohen
$5.11M +$117K +836 +2%
OCM
1197
One Capital Management
California
$5.1M -$120K -860 -2%
BCM
1198
BlueCrest Capital Management
Jersey
$5.05M +$3.43M +24,599 +211%
KPW
1199
Kore Private Wealth
New York
$5.05M -$135K -971 -3%
HCM
1200
Hall Capital Management
Rhode Island
$5.04M +$6.97K +50 +0.1%
46 47
48
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