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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 %
HI
1276
Hudock Inc
Pennsylvania
$4.58M -$143K -1,014 -3%
SC
1277
Savant Capital
Illinois
$4.57M +$141K +1,011 +3%
CAL
1278
Capital Analysts LLC
Pennsylvania
$4.56M +$108K +774 +2%
SGA
1279
Strategic Global Advisors
California
$4.56M -$46.1K -331 -1%
JCM
1280
Jacobi Capital Management
Pennsylvania
$4.56M +$159K +1,148 +4%
PG
1281
Patten Group
Tennessee
$4.55M -$29.6K -212 -0.6%
TIA
1282
Tiemann Investment Advisors
California
$4.55M -$34.9K -250 -0.8%
GGI
1283
GPM Growth Investors
Michigan
$4.54M +$4.54M +32,559 New
PI
1284
Parkside Investments
Illinois
$4.53M -$102K -735 -2%
IBOK
1285
Independence Bank of Kentucky
Kentucky
$4.53M +$584K +4,192 +15%
SFA
1286
Sequoia Financial Advisors
Ohio
$4.52M +$84.5K +606 +2%
IAMOG
1287
Investors Asset Management of Georgia
Georgia
$4.51M -$13.9K -100 -0.3%
CT
1288
Chicago Trust
Illinois
$4.51M -$38.3K -275 -0.8%
IAS
1289
IMA Advisory Services
Colorado
$4.5M -$857K -6,150 -16%
CCM
1290
Copeland Capital Management
Pennsylvania
$4.49M +$727K +5,212 +19%
JWCA
1291
J.W. Cole Advisors
Florida
$4.49M +$4.49M +32,205 New
FLI
1292
Family Legacy Inc
South Carolina
$4.49M +$184K +1,346 +4%
MPIA
1293
Mountain Pacific Investment Advisers
Idaho
$4.48M +$21.1K +151 +0.5%
LA
1294
LVW Advisors
New York
$4.48M -$498K -3,576 -10%
APP
1295
Avantax Planning Partners
Iowa
$4.46M -$115K -822 -3%
SMFG
1296
Sumitomo Mitsui Financial Group
Japan
$4.44M -$65.7K -471 -1%
AWM
1297
Avior Wealth Management
Nebraska
$4.44M -$2.65K -19 -0.1%
AWCI
1298
Alpine Woods Capital Investors
New York
$4.43M -$46.8K -336 -1%
HIS
1299
Horizon Investment Services
Indiana
$4.42M -$588K -4,218 -12%
WPW
1300
Waldron Private Wealth
Pennsylvania
$4.42M +$175K +1,253 +4%
50 51
52
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