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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 %
HIC
1526
Harvey Investment Company
Kentucky
$3.01M – – –
IDBONY
1527
Israel Discount Bank of New York
New York
$3.01M +$218K +1,566 +8%
RAM
1528
Roanoke Asset Management
New Jersey
$3M -$529K -3,795 -15%
CFGS
1529
Concourse Financial Group Securities
Alabama
$3M +$1.79M +12,850 +148%
LA
1530
Lau Associates
Delaware
$3M -$45.3K -325 -1%
SIG
1531
Schaller Investment Group
North Carolina
$3M – – –
FFG
1532
Frisch Financial Group
New York
$3M +$135K +967 +5%
AB
1533
Atlas Brown
Kentucky
$2.99M +$213K +1,529 +8%
AFA
1534
Arlington Financial Advisors
California
$2.99M -$45.4K -326 -1%
PIG
1535
Pantheon Investment Group
California
$2.99M +$2.99M +21,517 New
WSTAM
1536
Wilbanks Smith & Thomas Asset Management
Virginia
$2.97M -$149K -1,066 -5%
PWMAG
1537
Pinnacle Wealth Management Advisory Group
New Jersey
$2.97M -$41.8K -300 -1%
PTP
1538
Platform Technology Partners
New York
$2.97M +$2.97M +21,312 New
WG
1539
Welch Group
Alabama
$2.97M +$243K +1,742 +9%
NPP
1540
New Potomac Partners
Maryland
$2.96M -$80.2K -575 -3%
CONA
1541
Capital One National Association
New York
$2.96M +$2.96M +21,216 New
Two Sigma Advisers
1542
Two Sigma Advisers
New York
$2.94M +$2.69M +19,300 +1,072%
9WM
1543
9258 Wealth Management
Ohio
$2.94M +$858K +6,157 +41%
BPA
1544
Beacon Pointe Advisors
California
$2.93M +$163K +1,167 +6%
LFDLE
1545
La Financiere de L'Echiquier
France
$2.93M – – –
WWM
1546
Western Wealth Management
Colorado
$2.92M -$218K -1,566 -7%
AIA
1547
Armor Investment Advisors
North Carolina
$2.92M -$17.3K -124 -0.6%
LI
1548
Lafayette Investments
Maryland
$2.92M +$64.3K +461 +2%
CMTU
1549
Capital Markets Trading (UK)
United Kingdom
$2.92M +$2.92M +20,908 New
AWMG
1550
Alliance Wealth Management Group
New Jersey
$2.91M +$82.4K +591 +3%
60 61
62
63 64