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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 %
CAN
1726
Claraphi Advisory Network
United States
$2.17M -$80.6K -578 -4%
SWP
1727
Strategic Wealth Partners
Ohio
$2.16M -$137K -981 -6%
WA
1728
Wealth Alliance
New York
$2.15M +$2.15M +15,455 New
HIC
1729
Hartline Investment Corp
Illinois
$2.15M -$72.2K -518 -3%
HCM
1730
Highlander Capital Management
New Jersey
$2.15M -$6.97K -50 -0.3%
PFGIA
1731
Patriot Financial Group Insurance Agency
Massachusetts
$2.15M +$73.3K +526 +4%
LSAG
1732
Lake Street Advisors Group
New Hampshire
$2.15M +$85.5K +613 +4%
KS
1733
Karpas Strategies
Connecticut
$2.14M +$2.93K +21 +0.1%
PAMG
1734
Patton Albertson Miller Group
Tennessee
$2.14M +$42.9K +308 +2%
BMC
1735
Benin Management Corp
Connecticut
$2.13M – – –
QI
1736
Qtron Investments
Massachusetts
$2.12M +$409K +2,933 +24%
FCA
1737
FinTrust Capital Advisors
South Carolina
$2.11M +$4.74K +34 +0.2%
BCM
1738
Birmingham Capital Management
Alabama
$2.11M -$213K -1,525 -9%
EW
1739
Evoke Wealth
California
$2.11M +$1.43M +23,386 +209%
MSWM
1740
Mader & Shannon Wealth Management
Missouri
$2.11M +$285K +2,043 +16%
BSAM
1741
Blue Square Asset Management
New York
$2.11M -$10.9K -78 -0.5%
HFP
1742
Holistic Financial Partners
Indiana
$2.1M +$35.3K +253 +2%
TL
1743
TrueWealth LLC
Georgia
$2.1M +$3.07K +22 +0.1%
NWP
1744
Northstar Wealth Partners
Connecticut
$2.1M +$105K +751 +5%
HFG
1745
Heron Financial Group
New York
$2.1M +$2.1M +15,207 New
DC
1746
DeDora Capital
California
$2.09M +$33.7K +242 +2%
LC
1747
LCNB Corp
Ohio
$2.09M +$37.4K +268 +2%
CCM
1748
Condor Capital Management
New Jersey
$2.09M -$40.6K -291 -2%
MYIA
1749
Mount Yale Investment Advisors
Colorado
$2.08M -$229K -1,727 -10%
MCWS
1750
McKinley Carter Wealth Services
West Virginia
$2.07M +$264K +1,892 +15%
68 69
70
71 72