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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 %
ATWA
1701
Arbor Trust Wealth Advisors
Michigan
$2.31M +$2.31M +16,593 New
DF
1702
Donoghue Forlines
Massachusetts
$2.31M +$2.31M +16,574 New
HIC
1703
Holderness Investments Company
North Carolina
$2.31M +$89.9K +645 +4%
MSA
1704
Marino Stram & Associates
Massachusetts
$2.31M +$41.3K +296 +2%
CCG
1705
Ceeto Capital Group
Florida
$2.3M – – –
VCAM
1706
Van Cleef Asset Management
Ohio
$2.3M -$65.4K -469 -3%
QCM
1707
Quest Capital Management
Texas
$2.29M -$90K -646 -4%
FFG
1708
Ford Financial Group
California
$2.29M +$52.3K +375 +2%
PCM
1709
Poehling Capital Management
Wisconsin
$2.28M -$1.39K -10 -0.1%
TAIM
1710
TD Ameritrade Investment Management
Nebraska
$2.28M +$130K +933 +6%
MFG
1711
Merit Financial Group
Georgia
$2.28M +$2.01M +14,390 +744%
NISOA
1712
National Investment Services of America
Wisconsin
$2.27M +$2.27M +16,275 New
KF
1713
Krilogy Financial
Missouri
$2.26M +$252K +1,809 +13%
TWA
1714
Tillar-Wenstrup Advisors
Ohio
$2.26M -$187K -1,343 -8%
NCM
1715
Neumann Capital Management
California
$2.26M -$86.4K -620 -4%
PPP
1716
Private Portfolio Partners
New Jersey
$2.24M -$35K -251 -2%
MIM
1717
Miller Investment Management
Pennsylvania
$2.24M – – –
SOAMC
1718
Spirit of America Management Corp
New York
$2.24M – – –
CAMG
1719
CWA Asset Management Group
Florida
$2.22M +$157K +1,128 +8%
RTC
1720
Riverview Trust Company
Washington
$2.22M -$76.5K -549 -3%
YWP
1721
YorkBridge Wealth Partners
New York
$2.22M -$160K -1,148 -7%
SG
1722
StoneX Group
New York
$2.21M +$162K +1,163 +8%
PRWA
1723
Platte River Wealth Advisors
Colorado
$2.21M +$2.21M +16,677 New
OAM
1724
Oak Asset Management
California
$2.21M -$13K -93 -0.6%
AIM
1725
Aspen Investment Management
Michigan
$2.18M -$9.9K -71 -0.5%
67 68
69
70 71