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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 %
ST
1301
Smithfield Trust
Pennsylvania
$4.42M -$33K -237 -0.7%
WEC
1302
Winslow Evans & Crocker
Massachusetts
$4.41M +$848K +6,082 +24%
KHLMTHM
1303
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.4M – – –
BIM
1304
Baldwin Investment Management
Pennsylvania
$4.39M +$69.7K +500 +2%
SEC
1305
Seven Eight Capital
New York
$4.39M +$4.39M +31,460 New
LFA
1306
Legacy Financial Advisors
Kentucky
$4.38M +$10.7K +77 +0.2%
FRAF
1307
Första AP-fonden
Sweden
$4.38M -$739K -5,300 -14%
MC
1308
Mathes Company
New York
$4.37M -$27.2K -195 -0.6%
AC
1309
Addison Capital
Pennsylvania
$4.36M -$1.53K -11 -0%
CWM
1310
Concentric Wealth Management
California
$4.35M +$136K +979 +3%
ECML
1311
Eagle Capital Management (Louisiana)
Louisiana
$4.34M -$1.26K -9 -0%
NNP
1312
Nachman Norwood & Parrott
South Carolina
$4.32M +$58.4K +419 +1%
VFM
1313
Viking Fund Management
North Dakota
$4.32M -$139K -1,000 -3%
SBSB
1314
Sullivan, Bruyette, Speros & Blaney
Virginia
$4.32M +$583K +4,185 +16%
TSWM
1315
Triangle Securities Wealth Management
North Carolina
$4.3M -$44.5K -319 -1%
NB
1316
Northwest Bancshares
Pennsylvania
$4.3M -$60.1K -431 -1%
ODCM
1317
Old Dominion Capital Management
Virginia
$4.29M -$182K -1,305 -4%
PTC
1318
Philadelphia Trust Company
Pennsylvania
$4.28M +$164K +1,173 +4%
WPA
1319
Winning Points Advisors
Florida
$4.28M – – –
OIA
1320
Optimum Investment Advisors
Illinois
$4.28M -$57.2K -410 -1%
MPM
1321
Meritage Portfolio Management
Kansas
$4.27M -$88.8K -637 -2%
FFN
1322
Focus Financial Network
Minnesota
$4.27M +$473K +3,392 +12%
BIMC
1323
Benson Investment Management Company
Virginia
$4.27M +$19.5K +140 +0.5%
SWM
1324
SeaCrest Wealth Management
New York
$4.26M -$20.2K -145 -0.5%
WCM
1325
Wisconsin Capital Management
Wisconsin
$4.25M +$912K +6,545 +27%
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