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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 %
HCM
1401
Hudson Capital Management
New Jersey
$3.65M +$7.81K +56 +0.2%
NEIRG
1402
New England Investment & Retirement Group
Massachusetts
$3.65M +$2.72M +19,523 +295%
SFI
1403
SPC Financial Inc
Maryland
$3.64M +$951K +6,824 +35%
MCM
1404
Manchester Capital Management
Vermont
$3.63M +$112K +800 +3%
Simplex Trading
1405
Simplex Trading
Illinois
$3.63M +$3.63M +26,006 New
EML
1406
Eos Management LP
New York
$3.62M – – –
MIAN
1407
Mariner Independent Advisor Network
Kansas
$3.61M -$218K -1,559 -6%
SIC
1408
Shoker Investment Counsel
Ohio
$3.61M +$31.5K +226 +0.9%
AAM
1409
Aureus Asset Management
Massachusetts
$3.6M -$62.6K -449 -2%
HCM
1410
Hengehold Capital Management
Ohio
$3.6M +$52.7K +378 +1%
FI
1411
Fosun International
China
$3.59M +$1.22M +8,800 +52%
GEA
1412
Glen Eagle Advisors
New Jersey
$3.58M +$510K +3,655 +17%
GIC
1413
Gantzert Investment Company
Illinois
$3.58M +$6.27K +45 +0.2%
ED
1414
Exane Derivatives
France
$3.57M +$1.9M +13,869 +113%
SSWM
1415
Sheets Smith Wealth Management
North Carolina
$3.57M +$102K +734 +3%
CHC
1416
City Holding Co
West Virginia
$3.57M +$24.4K +175 +0.7%
CFMC
1417
Curbstone Financial Management Corp
New Hampshire
$3.56M -$13.9K -100 -0.4%
CF
1418
Centaurus Financial
California
$3.56M +$159K +1,144 +5%
APG
1419
Abacus Planning Group
South Carolina
$3.56M +$5.72K +41 +0.2%
BOS
1420
Bank of Stockton
California
$3.56M -$198K -1,418 -5%
VWM
1421
Vigilare Wealth Management
Arizona
$3.54M +$3.54M +26,543 New
VNA
1422
Valley National Advisers
Pennsylvania
$3.54M +$59.7K +428 +2%
CWM
1423
CMH Wealth Management
New Hampshire
$3.53M -$77.8K -558 -2%
FUBT
1424
First United Bank & Trust
Maryland
$3.51M -$39.6K -284 -1%
RDWM
1425
Red Door Wealth Management
Tennessee
$3.51M +$3.51M +25,277 New
55 56
57
58 59