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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 %
MFS
1226
Monetta Financial Services
Illinois
$4.88M – – –
CAIMH
1227
Central Asset Investments & Management Holdings
Hong Kong
$4.87M +$4.87M +34,941 New
CWG
1228
Cornerstone Wealth Group
North Carolina
$4.86M -$162K -1,162 -3%
CP
1229
Corbenic Partners
Pennsylvania
$4.86M +$4.86M +34,880 New
SP
1230
Symmetry Partners
Connecticut
$4.85M +$456K +3,270 +10%
CCM
1231
Carderock Capital Management
Maryland
$4.85M +$1.19M +8,557 +33%
BAMF
1232
BI Asset Management Fondsmaeglerselskab
Denmark
$4.85M +$799K +5,733 +20%
HCM
1233
Hodges Capital Management
Texas
$4.84M +$2.93K +21 +0.1%
KA
1234
Kintegral Advisory
New York
$4.82M – – –
SCP
1235
Silverleafe Capital Partners
Tennessee
$4.82M +$41.8K +300 +0.9%
SIMM
1236
Stillwater Investment Management (Minnesota)
Minnesota
$4.82M +$29.1K +209 +0.6%
DWM
1237
Dorchester Wealth Management
Quebec, Canada
$4.81M +$101K +727 +2%
CCA
1238
Checchi Capital Advisers
California
$4.81M +$128K +917 +3%
S
1239
SignatureFD
Georgia
$4.8M +$503K +3,606 +12%
CIS
1240
Capital International Sarl
California
$4.8M +$1.95M +13,966 +68%
PWS
1241
Peloton Wealth Strategists
Indiana
$4.79M -$97.6K -700 -2%
JIC
1242
Joel Isaacson & Co
New York
$4.79M +$91.2K +654 +2%
SFO
1243
Stokes Family Office
Louisiana
$4.78M +$4.78M +34,122 New
WIC
1244
Whitegate Investment Counselors
New Hampshire
$4.78M -$33.6K -241 -0.7%
OIM
1245
Opus Investment Management
Massachusetts
$4.77M – – –
Koshinski Asset Management
1246
Koshinski Asset Management
Illinois
$4.77M +$4.77M +34,432 New
UF
1247
Univest Financial
Pennsylvania
$4.77M +$684K +7,929 +17%
BA
1248
Baugh & Associates
Georgia
$4.76M -$144K -1,035 -3%
SCM
1249
Salem Capital Management
Massachusetts
$4.75M +$125K +900 +3%
MWM
1250
Marietta Wealth Management
Georgia
$4.73M -$21.7K -156 -0.5%
48 49
50
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