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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 %
KCMRT
1251
Kemper Corp Master Retirement Trust
Illinois
$4.73M -$1.25M -9,000 -21%
WIC
1252
Woodmont Investment Counsel
Tennessee
$4.71M +$14.6K +105 +0.3%
WBC
1253
West Branch Capital
Massachusetts
$4.71M -$373K -2,674 -7%
BPM
1254
Bowling Portfolio Management
Ohio
$4.71M +$198K +1,423 +4%
EBT
1255
Enterprise Bank & Trust
Massachusetts
$4.71M +$133K +953 +3%
PPW
1256
Parcion Private Wealth
Washington
$4.69M +$4.69M +33,652 New
TA
1257
TFG Advisers
Michigan
$4.69M +$75.1K +539 +2%
PCIA
1258
Prime Capital Investment Advisors
Kansas
$4.69M +$3.33M +23,898 +246%
FFA
1259
Fragasso Financial Advisors
Pennsylvania
$4.68M +$63.8K +458 +1%
BC
1260
Burney Company
Virginia
$4.67M -$224K -1,610 -5%
CC
1261
ClearArc Capital
Ohio
$4.66M -$1.42M -10,207 -23%
FIM
1262
Frontier Investment Management
Texas
$4.66M +$1.06M +7,635 +30%
GD
1263
Grandfield & Dodd
New York
$4.64M – – –
FA
1264
FMA Advisory
Pennsylvania
$4.64M +$73.2K +525 +2%
MCP
1265
Mirador Capital Partners
California
$4.63M +$38.3K +275 +0.8%
PWP
1266
Principle Wealth Partners
Connecticut
$4.62M -$50.2K -360 -1%
PMG
1267
ProVise Management Group
Florida
$4.62M +$7.95K +57 +0.2%
BDF
1268
Balasa Dinverno & Foltz
$4.61M +$1.06M +7,630 +30%
CBTWT
1269
Community Bank & Trust (Waco, Texas)
Texas
$4.61M +$326K +2,337 +8%
EAM
1270
EULAV Asset Management
Florida
$4.6M -$418K -3,000 -8%
BKA
1271
Brick & Kyle Associates
Pennsylvania
$4.6M -$238K -1,722 -5%
BW
1272
Bison Wealth
Georgia
$4.59M +$311K +2,231 +7%
BAM
1273
Belpointe Asset Management
Nevada
$4.59M +$119K +857 +3%
BWAM
1274
Boyd Watterson Asset Management
Ohio
$4.58M -$9.76K -70 -0.2%
TBNY
1275
Trustco Bank (New York)
New York
$4.58M -$214K -1,538 -4%
49 50
51
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