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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 %
WANY
1826
Wealthspire Advisors (New York)
New York
$1.76M +$556K +3,992 +46%
STA
1827
Summit Trail Advisors
New York
$1.75M +$186K +1,333 +12%
BCI
1828
Brinker Capital Investments
Pennsylvania
$1.75M -$25.8K -185 -1%
OCPWS
1829
One Charles Private Wealth Services
Massachusetts
$1.75M +$1.75M +12,540 New
B
1830
Brightworth
Georgia
$1.73M +$461K +3,303 +36%
SJIM
1831
St. Johns Investment Management
Florida
$1.73M -$119K -855 -6%
NCM
1832
Northside Capital Management
Oregon
$1.73M – – –
GFS
1833
GYL Financial Synergies
Connecticut
$1.73M -$2.37K -17 -0.1%
EF
1834
Empirical Finance
Pennsylvania
$1.73M +$612K +4,393 +55%
PRC
1835
Pearl River Capital
Michigan
$1.71M +$1.42M +10,160 +477%
QT
1836
Quantamental Technologies
New York
$1.71M +$1.71M +12,292 New
CAC
1837
Certified Advisory Corp
Florida
$1.71M +$149K +1,067 +10%
HH
1838
HWG Holdings
Texas
$1.71M +$653K +4,680 +62%
NWS
1839
Newport Wealth Strategies
California
$1.71M +$861K +6,334 +102%
DI
1840
DFPG Investments
Utah
$1.7M +$70.1K +513 +4%
CPIA
1841
Cornell Pochily Investment Advisors
New York
$1.7M -$55.5K -398 -3%
ZB
1842
Zions Bancorporation
Utah
$1.7M +$121K +865 +8%
AWM
1843
Aprio Wealth Management
Georgia
$1.7M +$1.7M +12,168 New
CP
1844
Covenant Partners
Tennessee
$1.69M – – –
VCM
1845
Versant Capital Management
Arizona
$1.69M -$30.8K -221 -2%
QWM
1846
QP Wealth Management
New Jersey
$1.69M +$1.69M +12,424 New
SFSG
1847
Stearns Financial Services Group
North Carolina
$1.68M -$35K -251 -2%
UM
1848
Ulysses Management
New York
$1.67M -$4.18M -30,000 -71%
EWM
1849
Elmwood Wealth Management
California
$1.67M -$57.6K -413 -3%
SAMC
1850
Spectrum Asset Management (California)
California
$1.67M -$349K -2,500 -17%
72 73
74
75 76