JPM icon

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 %
EM
1201
Excalibur Management
Massachusetts
$5.01M +$415K +2,977 +9%
ACM
1202
Alpha Capital Management
Texas
$5M -$539K -3,866 -10%
PP
1203
Pegasus Partners
Wisconsin
$5M -$241K -1,728 -5%
LOAMS
1204
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.99M +$2.68M +19,245 +116%
BEAM
1205
Baker Ellis Asset Management
Washington
$4.99M -$74.6K -535 -1%
IWM
1206
IHT Wealth Management
Illinois
$4.98M -$60.5K -434 -1%
DPIM
1207
Duff & Phelps Investment Management
Illinois
$4.98M +$69.7K +500 +1%
PC
1208
PhiloSmith Capital
Connecticut
$4.97M +$4.58M +111,125 +1,164%
ECM
1209
ExodusPoint Capital Management
New York
$4.97M -$5.91M -42,402 -54%
LPIC
1210
LeJeune Puetz Investment Counsel
Michigan
$4.97M -$76.7K -550 -2%
KCM
1211
Karp Capital Management
California
$4.96M +$84.5K +606 +2%
GH
1212
GAM Holding
Switzerland
$4.95M -$154K -1,108 -3%
TB
1213
Terril Brothers
Missouri
$4.95M -$941K -6,751 -16%
SW
1214
SlateStone Wealth
Florida
$4.95M +$214K +1,537 +5%
SCP
1215
Shorepoint Capital Partners
Massachusetts
$4.94M -$645K -4,627 -12%
CWM
1216
Chronos Wealth Management
Florida
$4.94M +$4.94M +35,413 New
AFM
1217
Andesa Financial Management
Pennsylvania
$4.93M -$41.9K -300 -0.8%
BDWM
1218
Brewin Dolphin Wealth Management
Ireland
$4.93M – – –
SFSIG
1219
San Francisco Sentry Investment Group
California
$4.93M -$1.12K -8 -0%
SIA
1220
SeaBridge Investment Advisors
New Jersey
$4.93M -$823K -5,905 -14%
MBTD
1221
Mechanics Bank - Trust Department
California
$4.91M -$35.8K -257 -0.7%
AC
1222
Arjuna Capital
North Carolina
$4.9M +$12.3K +88 +0.3%
HCM
1223
HGI Capital Management
New York
$4.9M -$951K -6,820 -16%
GKFF
1224
George Kaiser Family Foundation
Oklahoma
$4.89M – – –
IFAM
1225
Institutional & Family Asset Management
Colorado
$4.88M -$725K -5,202 -13%
47 48
49
50 51