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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
1
T. Rowe Price Associates
Maryland
$6.83B
2
Truist Financial
2
Truist Financial
North Carolina
$380M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$8.4B
4
Goldman Sachs
4
Goldman Sachs
New York
$2.79B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$3.86B

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.96B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$718M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$34.4B
4
PP
4
Prudential plc
United Kingdom
$359M
5
Franklin Resources
5
Franklin Resources
California
$2.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
101
State of Wisconsin Investment Board
Wisconsin
$389M -$7.94M -56,942 -2%
Truist Financial
102
Truist Financial
North Carolina
$380M +$347M +2,491,697 +1,076%
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$377M -$7.52M -53,971 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
104
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$376M +$376M +2,697,743 New
Russell Investments Group
105
Russell Investments Group
United Kingdom
$375M -$33.5M -240,972 -8%
Mackenzie Financial
106
Mackenzie Financial
Ontario, Canada
$368M +$11.8M +84,349 +3%
AQR Capital Management
107
AQR Capital Management
Connecticut
$365M +$116M +838,286 +47%
PP
108
Prudential plc
United Kingdom
$359M -$427M -3,064,160 -54%
Brown Advisory
109
Brown Advisory
Maryland
$354M +$1.24M +8,891 +0.4%
AG
110
Aperio Group
California
$353M +$9.88M +70,906 +3%
CI Investments Inc
111
CI Investments Inc
Ontario, Canada
$352M -$41.7M -298,914 -11%
Lord, Abbett & Co
112
Lord, Abbett & Co
New Jersey
$351M +$46.9M +336,773 +15%
Lazard Asset Management
113
Lazard Asset Management
New York
$342M +$139M +996,774 +68%
Bank of Nova Scotia
114
Bank of Nova Scotia
Ontario, Canada
$329M +$36.2M +259,352 +12%
State of Tennessee, Department of Treasury
115
State of Tennessee, Department of Treasury
Tennessee
$324M -$15.8M -113,208 -5%
Luther King Capital Management (LKCM)
116
Luther King Capital Management (LKCM)
Texas
$324M +$830K +5,952 +0.3%
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$323M -$25.8M -184,805 -7%
KeyBank National Association
118
KeyBank National Association
Ohio
$321M +$3.24M +23,223 +1%
Robeco Institutional Asset Management
119
Robeco Institutional Asset Management
Netherlands
$318M +$150M +1,072,935 +89%
Retirement Systems of Alabama
120
Retirement Systems of Alabama
Alabama
$317M -$10M -72,068 -3%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$316M -$2.16M -15,468 -0.7%
Public Employees Retirement Association of Colorado
122
Public Employees Retirement Association of Colorado
Colorado
$313M -$3.14M -22,558 -1%
MGIM
123
M&G Investment Management
United Kingdom
$310M +$310M +2,230,495 New
JPMPWA
124
J.P. Morgan Private Wealth Advisors
California
$309M +$23.2M +166,272 +8%
OAC
125
OMERS Administration Corp
Ontario, Canada
$309M -$183M -1,312,703 -37%
3 4
5
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