JPM icon

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 %
KWM
1351
Keebeck Wealth Management
Illinois
$3.99M +$3.99M +28,593 New
HPIA
1352
Hamilton Point Investment Advisors
North Carolina
$3.97M -$30.7K -220 -0.8%
BA
1353
Birinyi Associates
Connecticut
$3.97M +$38.3K +275 +1%
IC
1354
Investment Counsel
Michigan
$3.95M -$115K -825 -3%
CPC
1355
Congress Park Capital
New York
$3.94M -$55.1K -395 -1%
AF
1356
Advisornet Financial
Minnesota
$3.94M -$155K -1,111 -4%
ANRIA
1357
American National Registered Investment Advisor
Texas
$3.93M – – –
PAM
1358
Pegasus Asset Management
New York
$3.93M +$61.6K +442 +2%
PIP
1359
Peachtree Investment Partners
Florida
$3.93M +$725K +5,202 +23%
CPIG
1360
Chicago Partners Investment Group
Illinois
$3.92M +$1.08M +7,852 +38%
GRP
1361
Global Retirement Partners
California
$3.92M -$387K -2,778 -9%
HL
1362
HeadInvest LLC
Maine
$3.91M +$36K +258 +0.9%
FA
1363
FCG Advisors
New Jersey
$3.91M -$155K -1,111 -4%
OLA
1364
Oliver Luxxe Assets
New Jersey
$3.9M -$221K -1,585 -5%
GCM
1365
Gables Capital Management
Florida
$3.9M +$174K +1,248 +5%
ATI
1366
Act Two Investors
California
$3.9M +$94.1K +675 +2%
SAM
1367
Sawgrass Asset Management
Florida
$3.9M -$1.07M -7,665 -22%
P
1368
Pitcairn
Pennsylvania
$3.87M -$1.05M -7,538 -21%
UBPAM
1369
Union Bancaire Privee Asset Management
New York
$3.87M +$586K +4,200 +18%
HB
1370
Homrich & Berg
Georgia
$3.87M +$216K +1,546 +6%
DA
1371
Dillon & Associates
Michigan
$3.86M +$26.6K +191 +0.7%
CNFG
1372
Creegan & Nassoura Financial Group
New Hampshire
$3.85M +$3.85M +27,612 New
BOPW
1373
Brandywine Oak Private Wealth
Pennsylvania
$3.85M -$122K -872 -3%
BWA
1374
BDO Wealth Advisors
Florida
$3.84M -$178K -1,279 -4%
AIC
1375
Argus Investors Counsel
New York
$3.83M -$381K -2,730 -9%
53 54
55
56 57