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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 %
MA
1326
Mutual Advisors
Nebraska
$4.23M +$358K +2,569 +9%
CIM
1327
CenturyLink Investment Management
Colorado
$4.21M -$752K -5,393 -15%
WG
1328
Winton Group
United Kingdom
$4.2M +$4.2M +30,148 New
MHS
1329
M Holdings Securities
Oregon
$4.2M -$252K -1,808 -6%
PP
1330
Professional Planning
California
$4.19M -$73.6K -528 -2%
AH
1331
Allen Holding
New York
$4.18M – – –
BL
1332
Bleichroeder LP
New York
$4.18M +$4.18M +30,000 New
RCG
1333
Rock Creek Group
District of Columbia
$4.17M +$371K +2,675 +10%
GVAG
1334
Great Valley Advisor Group
Delaware
$4.17M +$642K +4,603 +18%
CA
1335
Continental Advisors
Utah
$4.17M -$1.32M -9,500 -24%
TWA
1336
TCI Wealth Advisors
Arizona
$4.16M -$54.8K -393 -1%
CAS
1337
Cascadia Advisory Services
Oregon
$4.16M +$4.16M +29,835 New
AWA
1338
ARS Wealth Advisors
Florida
$4.15M +$305K +2,186 +8%
BSB
1339
Bangor Savings Bank
Maine
$4.13M -$417K -2,991 -9%
KLCM
1340
KG&L Capital Management
Louisiana
$4.12M +$42.1K +302 +1%
LB
1341
Landmark Bank
Missouri
$4.11M -$287K -2,057 -7%
MBT
1342
Montecito Bank & Trust
California
$4.11M +$81.1K +582 +2%
CWM
1343
Chesapeake Wealth Management
Virginia
$4.11M +$109K +785 +3%
ECG
1344
Edge Capital Group
Georgia
$4.1M -$53.8K -386 -1%
CIP
1345
Convergence Investment Partners
Florida
$4.08M -$1.09M -7,821 -21%
SSI
1346
Scott & Selber Inc
Texas
$4.07M -$1.07M -7,678 -21%
UBG
1347
United Bank (Georgia)
Georgia
$4.06M -$96.7K -694 -2%
AAS
1348
Annex Advisory Services
Wisconsin
$4.02M +$87.4K +627 +2%
BFC
1349
Bedel Financial Consulting
Indiana
$4M -$53.4K -383 -1%
NFG
1350
NewFocus Financial Group
Washington
$3.99M +$23.3K +167 +0.6%
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