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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 %
MVA
1426
Mount Vernon Associates
Maryland
$3.51M -$13.9K -100 -0.4%
BFA
1427
Beaumont Financial Advisors
Massachusetts
$3.5M +$277K +1,989 +9%
PCA
1428
Providence Capital Advisors
North Carolina
$3.49M +$69.8K +501 +2%
BRWM
1429
B. Riley Wealth Management
Tennessee
$3.48M +$689K +4,945 +25%
OC
1430
Oarsman Capital
Wisconsin
$3.48M -$917K -6,580 -21%
PAS
1431
Partnervest Advisory Services
California
$3.48M +$412K +2,957 +13%
BJL
1432
Brighton Jones LLC
Washington
$3.47M +$150K +1,079 +5%
EWM
1433
Evermay Wealth Management
Virginia
$3.47M +$449K +3,221 +15%
CIA
1434
CSat Investment Advisory
Michigan
$3.46M -$413K -2,966 -11%
ST
1435
Spinnaker Trust
Maine
$3.46M -$655K -4,702 -16%
TA
1436
TCG Advisors
Texas
$3.46M +$152K +1,088 +5%
EP
1437
Eudaimonia Partners
Tennessee
$3.46M +$3.46M +24,797 New
OPA
1438
Old Port Advisors
Maine
$3.45M -$1.66K -12 -0%
PCA
1439
Peddock Capital Advisors
Massachusetts
$3.45M -$48.4K -347 -1%
AL
1440
Aspiriant LLC
California
$3.45M -$52K -373 -1%
ITIM
1441
Indiana Trust & Investment Management
Indiana
$3.44M -$327K -2,347 -9%
BBWA
1442
Bell & Brown Wealth Advisors
California
$3.43M -$111K -817 -3%
VCM
1443
Vivaldi Capital Management
Illinois
$3.43M -$1.64M -11,784 -32%
MMPW
1444
Mitchell McLeod Pugh & Williams
Alabama
$3.42M +$74.7K +536 +2%
FHA
1445
Flagship Harbor Advisors
Massachusetts
$3.4M +$30.8K +221 +0.9%
TW
1446
TrinityPoint Wealth
Connecticut
$3.4M -$203K -1,457 -6%
TCM
1447
Towercrest Capital Management
Pennsylvania
$3.4M +$82.4K +591 +2%
GA
1448
GFS Advisors
Texas
$3.39M -$17K -122 -0.5%
AOWM
1449
Alpha Omega Wealth Management
Virginia
$3.39M +$34.9K +250 +1%
RIM
1450
Reliant Investment Management
Tennessee
$3.39M -$20.9K -150 -0.6%
56 57
58
59 60