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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 %
PBC
1576
Pavion Blue Capital
California
$2.8M +$2.8M +20,090 New
MGIA
1577
Moneta Group Investment Advisors
Missouri
$2.8M +$41.8K +300 +2%
JSMC
1578
Jess S. Morgan & Co
California
$2.79M +$2.79M +20,041 New
AIM
1579
Anchor Investment Management
South Carolina
$2.79M +$83.6K +600 +3%
Jacobs Levy Equity Management
1580
Jacobs Levy Equity Management
New Jersey
$2.78M -$210K -1,510 -7%
MCM
1581
Maple Capital Management
Vermont
$2.78M +$153K +1,101 +6%
DBIA
1582
Dumont & Blake Investment Advisors
New Jersey
$2.78M -$477K -3,422 -15%
BMA
1583
Brooks Moore & Associates
Tennessee
$2.78M -$38.3K -275 -1%
CT
1584
Coastline Trust
Rhode Island
$2.78M +$297K +2,128 +12%
LFA
1585
Landmark Financial Advisors
Kentucky
$2.78M -$163K -1,194 -6%
FMB
1586
Field & Main Bank
Kentucky
$2.77M +$24.8K +178 +0.9%
KCM
1587
Kornitzer Capital Management
Kansas
$2.77M +$77.8K +558 +3%
NAM
1588
NTV Asset Management
West Virginia
$2.77M +$558 +4 +0%
LCM
1589
Leisure Capital Management
California
$2.76M -$53K -380 -2%
PFBT
1590
Parkside Financial Bank & Trust
Missouri
$2.76M +$862K +6,185 +46%
IP
1591
Investment Partners
Ohio
$2.75M +$8.78K +63 +0.3%
FFG
1592
Fortem Financial Group
California
$2.75M +$64.5K +463 +2%
FC
1593
Forte Capital
New York
$2.74M -$46.7K -335 -2%
IRAG
1594
Investment Research & Advisory Group
Georgia
$2.74M +$2.74M +19,631 New
SCM
1595
Spreng Capital Management
Ohio
$2.73M +$2.73M +19,613 New
BAM
1596
Burgundy Asset Management
Ontario, Canada
$2.72M – – –
CAC
1597
Core Alternative Capital
Georgia
$2.72M +$2.72M +19,520 New
RI
1598
Redwood Investments
Massachusetts
$2.72M -$11.1M -79,349 -80%
GLA
1599
Good Life Advisors
Pennsylvania
$2.72M -$692K -4,944 -20%
TFA
1600
Teamwork Financial Advisors
Texas
$2.71M +$2.71M +19,445 New
62 63
64
65 66