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
1
T. Rowe Price Associates
Maryland
$6.83B
2
Truist Financial
2
Truist Financial
North Carolina
$380M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$8.4B
4
Goldman Sachs
4
Goldman Sachs
New York
$2.79B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$3.86B

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.96B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$718M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$34.4B
4
PP
4
Prudential plc
United Kingdom
$359M
5
Franklin Resources
5
Franklin Resources
California
$2.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
151
Glenmede Trust
Pennsylvania
$217M +$143K +1,026 +0.1%
Diamond Hill Capital Management
152
Diamond Hill Capital Management
Ohio
$216M -$90.9M -652,430 -30%
HighTower Advisors
153
HighTower Advisors
Illinois
$208M +$4.44M +31,808 +2%
DC
154
Davenport & Co
Virginia
$208M +$15.4M +110,261 +8%
RFC
155
Regions Financial Corp
Alabama
$207M -$7.93M -56,922 -4%
DekaBank Deutsche Girozentrale
156
DekaBank Deutsche Girozentrale
Germany
$207M -$14.4M -103,487 -6%
GIA
157
Gateway Investment Advisers
Ohio
$204M -$13.9M -99,686 -6%
AII
158
AGF Investments Inc
Ontario, Canada
$202M -$10.3M -73,861 -5%
MSE
159
MUFG Securities EMEA
United Kingdom
$201M -$17.4M -124,497 -8%
HTC
160
Haverford Trust Company
Pennsylvania
$198M +$303K +2,173 +0.2%
Treasurer of the State of North Carolina
161
Treasurer of the State of North Carolina
North Carolina
$195M -$1.77M -12,730 -0.9%
RCAMU
162
Rothschild & Co Asset Management US
Connecticut
$193M -$2.86M -20,525 -1%
Public Sector Pension Investment Board (PSP Investments)
163
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$191M -$11.1M -79,474 -5%
PAM
164
Panagora Asset Management
Massachusetts
$191M -$11.8M -84,463 -6%
H
165
Hexavest
Quebec, Canada
$188M -$938K -6,729 -0.5%
EAM
166
Eagle Asset Management
Florida
$185M +$1.22M +8,766 +0.7%
AGDR
167
AdamCapital Gestao de Recursos
Brazil
$184M -$53.1M -381,072 -22%
WHG
168
Westwood Holdings Group
Texas
$180M -$20M -143,738 -10%
DFO
169
Duquesne Family Office
New York
$179M +$179M +1,286,900 New
BNP Paribas Financial Markets
170
BNP Paribas Financial Markets
France
$178M -$95.8M -687,409 -35%
CIBC World Market
171
CIBC World Market
Ontario, Canada
$178M +$23.4M +167,944 +15%
CB
172
Commerce Bank
Missouri
$178M +$1.76M +12,644 +1%
LPL Financial
173
LPL Financial
California
$178M +$12.8M +91,891 +8%
Skandinaviska Enskilda Banken (SEB)
174
Skandinaviska Enskilda Banken (SEB)
Sweden
$173M +$5.31M +38,100 +3%
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$169M -$6.8M -48,750 -4%
5 6
7
8 9