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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 %
MWM
1801
Mission Wealth Management
California
$1.85M +$22.4K +161 +1%
PP
1802
Pacifica Partners
Canada
$1.85M +$1.85M +13,232 New
FMT
1803
First Mercantile Trust
Tennessee
$1.83M -$220K -1,577 -11%
HR
1804
Hayden Royal
North Carolina
$1.83M +$30K +221 +2%
AA
1805
Argent Advisors
Louisiana
$1.83M +$1.83M +13,317 New
CWM
1806
Cornerstone Wealth Management
Missouri
$1.83M -$56.7K -407 -3%
EWA
1807
Exencial Wealth Advisors
Oklahoma
$1.82M -$92.7K -665 -5%
AI
1808
Accredited Investors
Minnesota
$1.82M +$71.4K +512 +4%
XF
1809
XML Financial
Maryland
$1.82M +$1.82M +13,048 New
RIA
1810
Regal Investment Advisors
Michigan
$1.82M +$182K +1,307 +11%
GAM
1811
Grandview Asset Management
Pennsylvania
$1.81M -$216K -1,527 -11%
PWPS
1812
Pinnacle Wealth Planning Services
Ohio
$1.81M +$309K +2,221 +21%
HWM
1813
Hohimer Wealth Management
Washington
$1.8M +$1.8M +12,927 New
RCA
1814
Ranch Capital Advisors
Florida
$1.8M +$105K +752 +6%
AIC
1815
Ayalon Insurance Company
Israel
$1.79M -$7.81K -56 -0.4%
AWM
1816
Aries Wealth Management
Maine
$1.79M – – –
GPFA
1817
Game Plan Financial Advisors
Ohio
$1.79M +$1.79M +12,809 New
VHAM
1818
Van Hulzen Asset Management
California
$1.78M -$3.07M -22,053 -63%
BWP
1819
Bernardo Wealth Planning
Pennsylvania
$1.78M +$418 +3 +0%
SW
1820
SkyOak Wealth
Michigan
$1.78M +$1.78M +12,744 New
EM
1821
ELCO Management
New York
$1.78M +$58K +416 +3%
DL
1822
DOHJ LLC
Washington
$1.77M +$1.77M +12,703 New
CPA
1823
Clear Perspective Advisors
Illinois
$1.76M +$34.2K +245 +2%
SWM
1824
Sculati Wealth Management
Michigan
$1.76M +$1.76M +12,624 New
WCM
1825
Windsor Capital Management
Arizona
$1.76M +$21.3K +153 +1%
71 72
73
74 75