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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 %
AIC
1751
Archer Investment Corporation
Indiana
$2.07M +$156K +1,122 +8%
BI
1752
Bredin Investment
Delaware
$2.06M – – –
PL
1753
Perpetual Ltd
Australia
$2.06M – – –
O
1754
Ossiam
France
$2.06M +$452K +3,241 +28%
RCM
1755
RB Capital Management
Nevada
$2.06M +$13K +94 +0.6%
WAM
1756
Weatherly Asset Management
California
$2.05M +$4.6K +33 +0.2%
CWM
1757
Confluence Wealth Management
Oregon
$2.05M – – –
LNB
1758
Ledyard National Bank
$2.05M +$149K +1,066 +8%
SSA
1759
Schonfeld Strategic Advisors
New York
$2.04M +$2.04M +14,612 New
CWP
1760
CFM Wealth Partners
Texas
$2.04M +$2.04M +14,843 New
AFC
1761
AFT Forsyth & Company
Florida
$2.03M +$24.4K +175 +1%
ODG
1762
O'Dell Group
Ohio
$2.03M +$48.2K +346 +2%
WA
1763
WBH Advisory
Maryland
$2.02M -$267K -1,919 -12%
CAG
1764
Csenge Advisory Group
Florida
$2.01M +$138K +989 +7%
FANJ
1765
Financial Architects (New Jersey)
New Jersey
$1.99M -$41K -294 -2%
WWM
1766
Windsor Wealth Management
Indiana
$1.99M -$81.1K -582 -4%
PWA
1767
Providence Wealth Advisors
Illinois
$1.99M -$4.41M -31,807 -69%
FTI
1768
Fiduciary Trust International
Massachusetts
$1.99M +$455K +3,264 +30%
VSWA
1769
Vontobel Swiss Wealth Advisors
Switzerland
$1.99M -$115K -825 -5%
CAM
1770
Cacti Asset Management
Georgia
$1.98M -$139K -1,000 -7%
WIP
1771
Wellesley Investment Partners
Massachusetts
$1.98M -$138K -987 -6%
IAS
1772
Investment Advisory Services
Texas
$1.98M +$1.98M +14,168 New
GFP
1773
Gryphon Financial Partners
Ohio
$1.97M +$12.6K +90 +0.6%
CIM
1774
CIM Investment Management
Pennsylvania
$1.97M -$657K -4,715 -25%
TAM
1775
Townsend Asset Management
North Carolina
$1.97M +$1.97M +14,119 New
69 70
71
72 73