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 %
LCM
1651
Liberty Capital Management
Michigan
$2.49M +$12.1K +87 +0.5%
NME
1652
Notis-McConarty Edward
$2.49M -$167K -1,200 -6%
TCM
1653
Tandem Capital Management
New Jersey
$2.48M +$2.48M +17,788 New
NL
1654
NVWM LLC
Pennsylvania
$2.48M -$26.6K -191 -1%
KTC
1655
Kistler-Tiffany Companies
Pennsylvania
$2.48M -$95.9K -688 -4%
CB
1656
CNB Bank
Pennsylvania
$2.47M +$113K +811 +5%
FI
1657
FormulaFolio Investments
Michigan
$2.47M -$105K -755 -4%
MFG
1658
Monte Financial Group
Connecticut
$2.47M – – –
CCM
1659
Community Capital Management
Florida
$2.46M – – –
GCA
1660
Gradient Capital Advisors
California
$2.45M +$77.5K +556 +3%
SLT
1661
St Louis Trust
Missouri
$2.45M – – –
KFGK
1662
Keystone Financial Group (Kentucky)
Kentucky
$2.45M +$20.3K +146 +0.8%
CT
1663
Clearstead Trust
Maine
$2.45M -$51.3K -368 -2%
CIP
1664
Capital Insight Partners
Arizona
$2.45M -$19.8K -142 -0.8%
DTC
1665
Davidson Trust Company
Washington
$2.45M +$2.45M +17,548 New
AWM
1666
Aberdeen Wealth Management
Illinois
$2.45M +$2.45M +17,541 New
RWM
1667
RKL Wealth Management
Pennsylvania
$2.44M -$18.1K -130 -0.7%
CPO
1668
Cerity Partners OCIO
New York
$2.43M +$524K +3,819 +27%
Eagle Capital Management (New York)
1669
Eagle Capital Management (New York)
New York
$2.42M -$70.4K -505 -3%
PCG
1670
Private Capital Group
Connecticut
$2.42M -$454K -3,261 -16%
SCI
1671
Stableford Capital II
Arizona
$2.42M -$12.4K -89 -0.5%
OCG
1672
Opus Capital Group
Ohio
$2.41M -$34K -244 -1%
FPIS
1673
Financial Planning & Information Services
Wisconsin
$2.41M +$22.9K +164 +1%
FCA
1674
FLC Capital Advisors
California
$2.41M -$27.9K -200 -1%
ACG
1675
Allen Capital Group
Nebraska
$2.41M +$130K +932 +6%
65 66
67
68 69