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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 %
RIA
1851
Realta Investment Advisors
Delaware
$1.66M +$31K +235 +2%
HAC
1852
Harbor Advisory Corp
New Hampshire
$1.65M -$13.9K -100 -0.8%
HCM
1853
Harvey Capital Management
Florida
$1.65M +$6.27K +45 +0.4%
DI
1854
DAGCO Inc
Ohio
$1.64M +$35.1K +252 +2%
SL
1855
Savior LLC
Massachusetts
$1.63M +$1.63M +11,720 New
EI
1856
Ethic Inc
New York
$1.63M +$1.63M +11,711 New
UIA
1857
UBP Investment Advisors
Switzerland
$1.63M -$71.5K -513 -4%
KJWM
1858
Kiley Juergens Wealth Management
Washington
$1.63M +$76.4K +548 +5%
BSA
1859
Bull Street Advisors
Georgia
$1.62M +$11.8K +85 +0.7%
BST
1860
Bath Savings Trust
Maine
$1.62M +$98K +703 +6%
DMC
1861
Drexel Morgan & Co
Pennsylvania
$1.62M +$593K +4,256 +58%
NAMP
1862
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.61M -$243K -1,741 -13%
CBFP
1863
Cedar Brook Financial Partners
Ohio
$1.6M -$89.3K -641 -5%
BWM
1864
BerganKDV Wealth Management
Minnesota
$1.6M +$63.7K +457 +4%
MCA
1865
Mercer Capital Advisers
New Jersey
$1.59M – – –
OEP
1866
Ocean Endowment Partners
Illinois
$1.59M +$1.59M +11,433 New
WPC
1867
White Pine Capital
Minnesota
$1.59M -$55.8K -400 -3%
AAF
1868
Andra AP-fonden
Sweden
$1.59M -$2.89M -20,700 -64%
CHJWM
1869
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.58M -$193K -1,461 -11%
SIG
1870
Sargent Investment Group
Maryland
$1.58M +$697 +5 +0%
CPA
1871
Cowen Prime Advisors
New York
$1.58M -$105K -750 -6%
SXL
1872
Summit X LLC
Missouri
$1.58M +$53.2K +382 +3%
FFC
1873
First Financial Corp
Indiana
$1.58M -$63.6K -456 -4%
LCAM
1874
London & Capital Asset Management
United Kingdom
$1.58M +$30.4K +218 +2%
BWP
1875
BSW Wealth Partners
Colorado
$1.58M +$237K +1,699 +18%
73 74
75
76 77