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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
1
T. Rowe Price Associates
Maryland
$6.83B
2
Truist Financial
2
Truist Financial
North Carolina
$380M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$8.4B
4
Goldman Sachs
4
Goldman Sachs
New York
$2.79B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$3.86B

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.96B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$718M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$34.4B
4
PP
4
Prudential plc
United Kingdom
$359M
5
Franklin Resources
5
Franklin Resources
California
$2.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
126
Victory Capital Management
Texas
$302M -$26.1M -187,252 -8%
SO
127
STRS Ohio
Ohio
$289M -$28.1M -201,788 -9%
M&T Bank
128
M&T Bank
New York
$284M -$2.96M -21,201 -1%
Aviva
129
Aviva
United Kingdom
$283M +$1.8M +12,925 +0.6%
CI
130
Cincinnati Insurance
Ohio
$280M – – –
Envestnet Asset Management
131
Envestnet Asset Management
Illinois
$280M +$30.3M +217,239 +12%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$280M +$251M +1,801,138 +865%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$280M -$24.2M -173,830 -8%
Pzena Investment Management
134
Pzena Investment Management
New York
$279M -$43.5M -311,988 -13%
KBC Group
135
KBC Group
Belgium
$275M +$48.3M +346,826 +21%
JFL
136
Jarislowsky, Fraser Ltd
Quebec, Canada
$262M -$1.06M -7,632 -0.4%
Royal London Asset Management
137
Royal London Asset Management
United Kingdom
$257M +$586K +4,225 +0.2%
BWA
138
Brave Warrior Advisors
New York
$256M -$26M -186,696 -9%
Asset Management One
139
Asset Management One
Japan
$253M -$316K -2,268 -0.1%
HA
140
Homestead Advisers
Virginia
$247M -$2.26M -16,216 -0.9%
PAMU
141
Pictet Asset Management (UK)
United Kingdom
$246M -$19.6M -140,260 -7%
SP
142
Sarasin & Partners
United Kingdom
$245M +$1.17M +8,377 +0.5%
HNB
143
Huntington National Bank
Ohio
$242M +$1.74M +12,507 +0.7%
William Blair & Company
144
William Blair & Company
Illinois
$241M +$5.82M +41,729 +2%
SCM
145
Steadfast Capital Management
New York
$240M +$240M +1,723,363 New
Federated Hermes
146
Federated Hermes
Pennsylvania
$239M -$19.2M -137,635 -7%
SCCM
147
Schafer Cullen Capital Management
New York
$238M -$9.97M -71,496 -4%
WRF
148
Waddell & Reed Financial
Kansas
$237M -$39.3M -281,868 -14%
Aberdeen Group
149
Aberdeen Group
United Kingdom
$230M -$12.3M -88,576 -5%
Calamos Advisors
150
Calamos Advisors
Illinois
$225M +$2.57M +18,467 +1%
4 5
6
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