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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 %
PC
1601
Port Capital
Illinois
$2.71M -$1.5M -10,755 -36%
PA
1602
PFG Advisors
Arizona
$2.7M +$305K +2,226 +13%
HFBOT
1603
Home Federal Bank of Tennessee
Tennessee
$2.69M -$13.9K -100 -0.5%
FAIM
1604
Financial Advocates Investment Management
Washington
$2.69M -$896K -6,424 -25%
ESB
1605
Essex Savings Bank
Connecticut
$2.69M -$322K -2,311 -11%
RWB
1606
RMR Wealth Builders
New Jersey
$2.67M +$2.67M +19,163 New
VVP
1607
Venture Visionary Partners
Ohio
$2.67M +$2.67M +19,160 New
NGA
1608
Naples Global Advisors
Florida
$2.67M +$113K +807 +4%
VC
1609
Veracity Capital
Georgia
$2.66M +$2.66M +19,101 New
HDIM
1610
Hanson & Doremus Investment Management
Vermont
$2.66M +$101K +726 +4%
GBT
1611
Grove Bank & Trust
Florida
$2.66M -$18.4K -132 -0.7%
MCC
1612
Malaga Cove Capital
California
$2.66M -$8.09K -58 -0.3%
SCM
1613
Southport Capital Management
Tennessee
$2.65M -$284K -2,034 -10%
SDWIA
1614
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.65M +$31.4K +225 +1%
AFS
1615
Access Financial Services
Minnesota
$2.64M -$20.2K -145 -0.8%
SCM
1616
Stonebridge Capital Management
California
$2.64M -$303K -2,176 -10%
WCM
1617
Washington Capital Management
Washington
$2.64M -$1.39K -10 -0.1%
CCA
1618
Cobblestone Capital Advisors
New York
$2.63M +$277K +1,990 +12%
HKIM
1619
Hayek Kallen Investment Management
Alabama
$2.62M +$345K +2,472 +15%
KFI
1620
Key Financial Inc
Pennsylvania
$2.62M +$2.62M +18,757 New
HBWM
1621
Hollow Brook Wealth Management
New York
$2.61M -$15.8K -113 -0.6%
JWM
1622
Jackson Wealth Management
Florida
$2.61M -$485K -3,644 -16%
FPB
1623
First PREMIER Bank
South Dakota
$2.61M -$33.9K -243 -1%
SFFS
1624
Stonehage Fleming Financial Services
Jersey
$2.6M -$112K -810 -4%
BFO
1625
Biltmore Family Office
North Carolina
$2.6M +$70.4K +505 +3%
63 64
65
66 67