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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 %
FCFC
1451
First Commonwealth Financial Corp
Pennsylvania
$3.38M -$17K -122 -0.5%
HA
1452
Harbor Advisors
Florida
$3.37M – – –
TMAM
1453
Tokio Marine Asset Management
Japan
$3.35M +$315K +2,261 +10%
MC
1454
Martin & Co
Tennessee
$3.33M -$13.9K -100 -0.4%
TNA
1455
True North Advisors
Texas
$3.33M +$3.33M +23,865 New
WC
1456
Weil Company
California
$3.31M -$328K -2,356 -9%
HZ
1457
Hixon Zuercher
Ohio
$3.31M +$3.31M +23,762 New
PHS
1458
Pekin Hardy Strauss
Illinois
$3.31M -$272K -1,950 -8%
TPA
1459
Trivium Point Advisory
Connecticut
$3.3M +$37.2K +267 +1%
SCI
1460
S&CO Inc
Massachusetts
$3.3M -$50.5K -362 -2%
CGL
1461
Clarius Group LLC
Washington
$3.29M +$98.2K +718 +3%
WC
1462
Whitnell & Co
Illinois
$3.28M -$1.67K -12 -0.1%
MCM
1463
Monarch Capital Management
Indiana
$3.28M +$41.1K +295 +1%
SC
1464
Sawyer & Company
Massachusetts
$3.28M +$43.3K +311 +1%
AIC
1465
Ameritas Investment Company
Nebraska
$3.27M +$1.57M +11,294 +93%
AWM
1466
Affinity Wealth Management
Delaware
$3.26M +$85.5K +613 +3%
ACS
1467
Archford Capital Strategies
Illinois
$3.26M -$349K -2,501 -10%
SHA
1468
Seneca House Advisors
Virginia
$3.25M -$153K -1,097 -4%
SIAP
1469
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.25M -$41.3K -296 -1%
ANB
1470
Amarillo National Bank
Texas
$3.25M -$40.6K -291 -1%
ARMT
1471
Amica Retiree Medical Trust
Rhode Island
$3.24M – – –
GCP
1472
GSA Capital Partners
United Kingdom
$3.23M +$2.48M +17,822 +331%
BWP
1473
Baldwin Wealth Partners
Massachusetts
$3.23M -$4.88K -35 -0.2%
COI
1474
Connable Office Inc
Michigan
$3.23M -$53.5K -384 -2%
DMK
1475
David M. Knott
$3.22M – – –
57 58
59
60 61