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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 %
JIP
1676
Jaffetilchin Investment Partners
Florida
$2.4M +$318K +2,279 +15%
GWMIA
1677
Global Wealth Management Investment Advisory
Florida
$2.4M -$101K -726 -4%
BL
1678
BFSG LLC
California
$2.4M +$80.8K +580 +3%
CWM
1679
Connecticut Wealth Management
Connecticut
$2.39M -$69.9K -501 -3%
BG
1680
Berry Group
Massachusetts
$2.39M +$2.39M +17,116 New
NFG
1681
Next Financial Group
Texas
$2.38M +$300K +2,153 +14%
GGHC
1682
Gilder Gagnon Howe & Co
New York
$2.38M -$15.1K -108 -0.6%
OA
1683
Oak Associates
Ohio
$2.37M +$3.49K +25 +0.1%
AIL
1684
AGF Investments LLC
Ontario, Canada
$2.37M +$1.06M +7,593 +81%
CT
1685
Columbia Trust
Oregon
$2.37M +$2.37M +17,015 New
RA
1686
RFG Advisory
Alabama
$2.37M +$92.7K +665 +4%
AIP
1687
Almanack Investment Partners
Pennsylvania
$2.36M -$140K -1,007 -6%
SB
1688
Strategic Blueprint
Georgia
$2.36M -$31.6K -227 -1%
MF
1689
MHI Funds
New York
$2.36M -$168K -1,208 -7%
RMAM
1690
Raab & Moskowitz Asset Management
New Jersey
$2.36M +$9.89K +71 +0.4%
CA
1691
Calton & Associates
Florida
$2.35M -$109K -1,011 -4%
ATC
1692
Adirondack Trust Company
New York
$2.35M -$273K -2,060 -10%
PI
1693
PHH Investments
Texas
$2.34M -$66.8K -479 -3%
FCCM
1694
First City Capital Management
Georgia
$2.34M -$79.7K -572 -3%
KCPG
1695
Kavar Capital Partners Group
Kansas
$2.34M -$21.6K -155 -0.9%
CFFP
1696
Center for Financial Planning
Michigan
$2.34M +$2.34M +16,776 New
MWM
1697
Mattern Wealth Management
Kansas
$2.34M +$2.34M +16,782 New
PP
1698
PagnatoKarp Partners
Virginia
$2.32M -$114K -820 -5%
PFSC
1699
Peoples Financial Services Corp
Pennsylvania
$2.32M -$8.37K -60 -0.4%
SMC
1700
Smith, Moore & Co
Missouri
$2.31M +$104K +743 +5%
66 67
68
69 70