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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 %
GLR
1501
Great Lakes Retirement
Ohio
$3.11M +$3.11M +22,215 New
BCM
1502
Boltwood Capital Management
California
$3.11M +$4.18K +30 +0.1%
HPCM
1503
High Pointe Capital Management
Illinois
$3.1M -$19.5K -140 -0.6%
IC
1504
Inscription Capital
Texas
$3.1M +$523K +3,753 +20%
MWA
1505
Meridian Wealth Advisors
Texas
$3.09M -$225K -1,615 -7%
RSS
1506
Rosenblum Silverman Sutton
California
$3.09M +$238K +1,705 +8%
5L
1507
55I LLC
Massachusetts
$3.08M +$483K +3,463 +19%
LM
1508
Lincluden Management
Ontario, Canada
$3.07M -$2.1M -15,095 -41%
IFWM
1509
Institute for Wealth Management
Colorado
$3.07M -$21.2K -152 -0.7%
NAM
1510
Nexpoint Asset Management
Texas
$3.07M +$3.07M +22,000 New
SIM
1511
Stratos Investment Management
Ohio
$3.06M +$655K +4,701 +27%
SCM
1512
SOL Capital Management
Maryland
$3.06M -$74K -531 -2%
GWM
1513
Graybill Wealth Management
Illinois
$3.06M -$77.1K -553 -2%
CPA
1514
Court Place Advisors
Maryland
$3.06M -$31.1K -223 -1%
BFA
1515
Brendel Financial Advisors
New Hampshire
$3.06M – – –
IWC
1516
Integrated Wealth Concepts
Massachusetts
$3.05M +$985K +7,063 +48%
ICOM
1517
Investment Counselors of Maryland
Maryland
$3.05M -$62.7K -450 -2%
GFPC
1518
Global Financial Private Capital
Florida
$3.05M -$267K -1,915 -8%
CCM
1519
Canal Capital Management
Virginia
$3.04M -$10.7K -77 -0.4%
CA
1520
Claro Advisors
Massachusetts
$3.03M +$862K +6,184 +40%
LDB
1521
Lee, Danner & Bass
Tennessee
$3.03M -$18.1K -130 -0.6%
TFS
1522
TrustCore Financial Services
Tennessee
$3.03M +$132K +945 +5%
CH
1523
Canton Hathaway
Rhode Island
$3.02M – – –
BFC
1524
Blue Fin Capital
Rhode Island
$3.02M +$118K +846 +4%
SFG
1525
StrategIQ Financial Group
Indiana
$3.02M +$2.06M +14,744 +214%
59 60
61
62 63