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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 %
TI
1551
Tidal Investments
Wisconsin
$2.91M -$27.6K -198 -0.9%
SAM
1552
Sompo Asset Management
Japan
$2.91M -$124K -890 -4%
CCM
1553
Coe Capital Management
Illinois
$2.9M -$474K -3,402 -14%
AMIM
1554
Aull & Monroe Investment Management
Alabama
$2.89M -$34.9K -250 -1%
OCM
1555
Orleans Capital Management
Louisiana
$2.88M +$6.97K +50 +0.2%
EHWM
1556
Eads & Heald Wealth Management
Georgia
$2.87M -$83.3K -598 -3%
DAC
1557
Dividend Assets Capital
South Carolina
$2.87M +$477K +3,419 +20%
ACP
1558
Ashfield Capital Partners
California
$2.86M -$4.74K -34 -0.2%
LAIC
1559
Lederer & Associates Investment Counsel
California
$2.85M +$9.76K +70 +0.3%
IIC
1560
Integrated Investment Consultants
Michigan
$2.85M +$11.7K +84 +0.4%
VRM
1561
Vectors Research Management
New York
$2.85M +$365K +2,620 +15%
NL
1562
NWAM LLC
Washington
$2.85M +$288K +2,068 +11%
NB
1563
Nicolet Bankshares
Wisconsin
$2.85M -$31.6K -227 -1%
TC
1564
Trust Company
Kansas
$2.84M -$205K -1,468 -7%
LWAC
1565
Laurel Wealth Advisors (California)
California
$2.84M -$1.48M -10,624 -34%
GG
1566
Gleason Group
Kentucky
$2.84M +$2.84M +20,335 New
BCM
1567
Brooktree Capital Management
Michigan
$2.83M +$2.83M +20,315 New
IA
1568
IFG Advisory
Georgia
$2.82M -$86.6K -621 -3%
RCA
1569
Resonant Capital Advisors
Wisconsin
$2.82M +$2.82M +20,243 New
IP
1570
Intellectus Partners
California
$2.82M +$227K +1,627 +9%
KA
1571
Kovack Advisors
Florida
$2.82M +$267K +1,918 +10%
NSB
1572
Norway Savings Bank
Maine
$2.81M -$40K -287 -1%
PVWM
1573
Point View Wealth Management
New Jersey
$2.81M -$104K -746 -4%
HC
1574
HNP Capital
New York
$2.81M +$379K +2,784 +16%
CB
1575
Cadence Bank
Mississippi
$2.8M +$57.2K +410 +2%
61 62
63
64 65