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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 %
DCM
1876
Davidson Capital Management
Texas
$1.58M +$1.58M +11,301 New
AIP
1877
Ahrens Investment Partners
Louisiana
$1.57M +$28.4K +204 +2%
SIM
1878
SSI Investment Management
California
$1.57M -$9.07K -65 -0.6%
MCCP
1879
Mission Creek Capital Partners
California
$1.57M +$1.57M +11,268 New
SCA
1880
Sippican Capital Advisors
Massachusetts
$1.57M +$87.1K +625 +6%
MPPLM
1881
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.57M +$21.3K +153 +1%
SC
1882
Slow Capital
California
$1.56M -$107K -764 -6%
FIM
1883
Freedom Investment Management
Connecticut
$1.56M -$282K -2,021 -15%
PBO
1884
Peoples Bank (Ohio)
Ohio
$1.56M -$322K -2,310 -17%
VNIM
1885
Vaughan Nelson Investment Management
Texas
$1.56M -$321K -2,300 -17%
WIA
1886
Westbourne Investment Advisors
Maryland
$1.56M +$125K +900 +9%
PP
1887
PDS Planning
Ohio
$1.55M -$7.67K -55 -0.5%
AIM
1888
Acropolis Investment Management
Missouri
$1.55M +$149K +1,108 +11%
LWMM
1889
Legacy Wealth Management (Mississippi)
Mississippi
$1.54M +$1.54M +11,081 New
CA
1890
Cornerstone Advisory
Maryland
$1.54M +$196K +1,403 +15%
CCM
1891
Cox Capital Management
Massachusetts
$1.54M +$1.54M +11,053 New
THWM
1892
Taylor Hoffman Wealth Management
Virginia
$1.54M +$139 +1 +0%
AWA
1893
Acorn Wealth Advisors
Michigan
$1.53M -$2.31K -17 -0.2%
TMC
1894
Trellus Management Company
Florida
$1.53M – – –
LF
1895
LifeSteps Financial
California
$1.53M +$1.53M +10,994 New
WAP
1896
Wealthcare Advisory Partners
Pennsylvania
$1.53M +$25.5K +183 +2%
GWM
1897
Greenwich Wealth Management
Connecticut
$1.52M -$16K -115 -1%
TAM
1898
Trillium Asset Management
Massachusetts
$1.52M -$326K -2,339 -18%
BHBT
1899
Burke & Herbert Bank & Trust
Virginia
$1.52M – – –
RWM
1900
Ritholtz Wealth Management
New York
$1.52M +$124K +891 +9%
74 75
76
77 78