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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 %
BO
1376
Bank OZK
Arkansas
$3.81M +$153K +1,100 +4%
VWA
1377
V Wealth Advisors
Kansas
$3.8M – – –
AWA
1378
Arete Wealth Advisors
Illinois
$3.8M +$37.1K +266 +1%
TWM
1379
Torch Wealth Management
Ohio
$3.8M -$126K -907 -3%
BCWM
1380
Blue Chip Wealth Management
Florida
$3.8M +$46.4K +333 +1%
MFG
1381
Magnus Financial Group
New York
$3.8M +$284K +2,034 +8%
ECM
1382
Evergreen Capital Management
Washington
$3.8M +$719K +5,155 +23%
CST
1383
Charles Schwab Trust
Nevada
$3.75M +$100K +720 +3%
CG
1384
Caprock Group
Idaho
$3.75M +$64.5K +463 +2%
WP
1385
WealthSource Partners
California
$3.73M +$331K +2,372 +10%
TNBTD
1386
Trustmark National Bank Trust Department
Mississippi
$3.73M +$121K +869 +3%
RWM
1387
RBA Wealth Management
California
$3.72M +$48.3K +348 +1%
RCIM
1388
Russell Clark Investment Management
United Kingdom
$3.72M – – –
UCMOK
1389
United Capital Management of KS
Kansas
$3.72M +$269K +1,927 +8%
GDP
1390
Great Diamond Partners
Maine
$3.7M +$3.7M +26,565 New
DLG
1391
Daniel L. Goodwin
$3.7M – – –
QCM
1392
Quadrant Capital Management
New Jersey
$3.7M -$17.4K -125 -0.5%
SIAG
1393
Signet Investment Advisory Group
Rhode Island
$3.7M +$69.8K +501 +2%
MWP
1394
MYCIO Wealth Partners
Pennsylvania
$3.69M -$251K -1,798 -6%
NP
1395
NorthRock Partners
Minnesota
$3.68M +$358K +2,566 +11%
PGWM
1396
Parisi Gray Wealth Management
New Jersey
$3.67M +$14.8K +106 +0.4%
AA
1397
Altman Advisors
Illinois
$3.66M -$37.4K -268 -1%
MCM
1398
Mitchell Capital Management
Kansas
$3.65M +$86.8K +623 +2%
TPWA
1399
TRUE Private Wealth Advisors
Oregon
$3.65M +$117K +840 +3%
JFGIW
1400
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.65M -$2.97M -21,313 -45%
54 55
56
57 58