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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 %
HWA
1476
Heritage Way Advisors
Illinois
$3.21M +$12.8K +92 +0.4%
GBBWRPM
1477
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3.21M -$21.1K -151 -0.7%
FSCM
1478
Front Street Capital Management
Montana
$3.21M – – –
LHC
1479
Little House Capital
Massachusetts
$3.21M -$501K -3,596 -14%
OAM
1480
Oxford Asset Management
United Kingdom
$3.2M +$3.2M +22,981 New
DWM
1481
Darwin Wealth Management
Florida
$3.2M +$107K +764 +3%
FC
1482
Fusion Capital
South Carolina
$3.2M +$3.2M +22,950 New
CWAG
1483
Compton Wealth Advisory Group
Virginia
$3.19M -$19.1K -137 -0.6%
RFN
1484
RDA Financial Network
Iowa
$3.19M -$17.6K -131 -0.5%
WOC
1485
West Oak Capital
California
$3.19M -$216K -1,550 -6%
WCM
1486
Wunderlich Capital Managemnt
Tennessee
$3.18M +$836 +6 +0%
CQS
1487
Credential Qtrade Securities
$3.18M +$79.3K +569 +3%
PH
1488
Pinnacle Holdings
Oklahoma
$3.17M -$836 -6 -0%
CCT
1489
Country Club Trust
Missouri
$3.16M +$514K +3,709 +19%
VLKIM
1490
Van Lanschot Kempen Investment Management
Netherlands
$3.16M – – –
CPA
1491
Capital Planning Advisors
California
$3.15M +$37.4K +268 +1%
CFG
1492
CKW Financial Group
Hawaii
$3.15M -$41.8K -300 -1%
FMTCOCP
1493
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.14M +$18.1K +130 +0.6%
GIM
1494
Guardian Investment Management
California
$3.14M +$307K +2,200 +11%
NF
1495
Nikulski Financial
Iowa
$3.14M -$23.1K -172 -0.7%
CAAS
1496
Capital Asset Advisory Services
Michigan
$3.13M +$1.87M +13,520 +147%
NPA
1497
Nichols & Pratt Advisers
Massachusetts
$3.13M -$488K -3,500 -13%
WPA
1498
West Paces Advisors
Georgia
$3.13M +$2.51K +18 +0.1%
BCM
1499
Blume Capital Management
California
$3.12M -$780K -5,595 -20%
BMC
1500
Beaton Management Company
Massachusetts
$3.12M – – –
58 59
60
61 62