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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 %
BHB
1776
Bank Hapoalim BM
Israel
$1.97M +$7.81K +56 +0.4%
EHC
1777
Everett Harris & Co
California
$1.96M -$89.4K -641 -4%
MLIC
1778
Mandatum Life Insurance Company
Finland
$1.96M +$1.15M +8,279 +143%
APWM
1779
Atlas Private Wealth Management
New York
$1.96M +$1.96M +14,077 New
WCM
1780
Weld Capital Management
New York
$1.94M +$1.94M +13,942 New
LTI
1781
Laffer Tengler Investments
Tennessee
$1.94M +$977K +7,009 +101%
WEPOG
1782
Wealth Enhancement & Preservation of GA
Georgia
$1.93M +$1.93M +13,848 New
CAM
1783
Covenant Asset Management
New Jersey
$1.93M -$7.39K -53 -0.4%
AL
1784
AJO LP
Pennsylvania
$1.93M -$2.86M -20,532 -60%
MFS
1785
Mirabella Financial Services
United Kingdom
$1.92M +$1.92M +13,800 New
JDR
1786
Jay D. Rosenbaum
$1.92M -$25.5K -183 -1%
ETC
1787
Exchange Traded Concepts
Oklahoma
$1.91M +$1.91M +13,696 New
OWP
1788
Obermeyer Wealth Partners
Colorado
$1.9M -$2.51K -18 -0.1%
PA
1789
Procyon Advisors
Connecticut
$1.9M +$1.9M +13,615 New
MPCG
1790
Matrix Private Capital Group
New York
$1.89M +$1.89M +13,564 New
NSAM
1791
North Star Asset Management
Wisconsin
$1.89M -$48.8K -350 -3%
JFA
1792
JNBA Financial Advisors
Minnesota
$1.88M -$11.8K -85 -0.6%
AP
1793
Americana Partners
Texas
$1.88M +$1.88M +13,480 New
1WA
1794
180 Wealth Advisors
Washington
$1.87M +$18.5K +135 +1%
OA
1795
Oxbow Advisors
Texas
$1.87M +$193K +1,385 +12%
PFM
1796
Phillips Financial Management
Indiana
$1.87M +$4.74K +34 +0.3%
TWI
1797
Thomas White International
Illinois
$1.87M -$14.1K -101 -0.7%
SCG
1798
Sonata Capital Group
Washington
$1.87M – – –
LWM
1799
Laidlaw Wealth Management
New York
$1.86M +$1.86M +13,345 New
SFWA
1800
Summit Financial Wealth Advisors
Louisiana
$1.85M -$347K -2,626 -16%
70 71
72
73 74