JPM icon

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 %
V
1626
VeraBank
Texas
$2.59M +$323K +2,320 +14%
OPS
1627
Orion Portfolio Solutions
Nebraska
$2.58M +$2.58M +18,532 New
WP
1628
WMS Partners
Maryland
$2.57M -$19.8K -142 -0.8%
BOCM
1629
Bontempo Ohly Capital Management
Maryland
$2.57M -$16.2K -116 -0.6%
SCM
1630
Seascape Capital Management
New Hampshire
$2.57M +$2.57M +18,435 New
JSL
1631
JT Stratford LLC
Georgia
$2.57M -$401K -2,880 -14%
JG
1632
Jefferies Group
New York
$2.56M -$7.82M -56,143 -75%
S
1633
Seeyond
France
$2.56M -$219K -1,574 -8%
JIP
1634
JBJ Investment Partners
South Carolina
$2.55M +$49.8K +357 +2%
RMCM
1635
Reynders McVeigh Capital Management
Massachusetts
$2.55M -$53.5K -384 -2%
BWM
1636
BigSur Wealth Management
Florida
$2.55M – – –
YIA
1637
YHB Investment Advisors
Connecticut
$2.54M +$182K +1,307 +8%
BOS
1638
Bingham Osborn & Scarborough
California
$2.54M +$88.9K +638 +4%
TCBWMS
1639
Texas Capital Bank Wealth Management Services
Texas
$2.54M +$2.54M +18,219 New
HCM
1640
Hollencrest Capital Management
California
$2.54M +$418 +3 +0%
GLA
1641
Great Lakes Advisors
Illinois
$2.53M +$310K +2,225 +14%
ZCI
1642
Zevenbergen Capital Investments
Washington
$2.53M -$16.2K -116 -0.6%
WCM
1643
Weik Capital Management
Pennsylvania
$2.53M -$24.4K -175 -1%
CL
1644
Choreo LLC
Illinois
$2.52M +$167K +1,199 +7%
GSC
1645
G&S Capital
Colorado
$2.52M -$269K -1,929 -10%
CAM
1646
Chesapeake Asset Management
New York
$2.5M – – –
MWM
1647
Minot Wealth Management
Massachusetts
$2.5M +$2.5M +18,302 New
SCP
1648
Stamos Capital Partners
California
$2.5M -$350K -2,513 -12%
DAM
1649
Delta Asset Management
Tennessee
$2.5M +$6.55K +47 +0.3%
OSAM
1650
O'Shaughnessy Asset Management
Connecticut
$2.49M +$1.07M +7,660 +75%
64 65
66
67 68