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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 %
RP
1901
Rowlandmiller & Partners
Georgia
$1.52M +$52.3K +375 +4%
GCMG
1902
Gyroscope Capital Management Group
Florida
$1.51M -$23.7K -170 -2%
SWA
1903
Sutton Wealth Advisors
Florida
$1.5M +$28.6K +205 +2%
PMFA
1904
Plante Moran Financial Advisors
Michigan
$1.5M -$162K -1,163 -10%
SC
1905
Saturna Capital
Washington
$1.5M -$16.6K -119 -1%
PB
1906
Pinnacle Bancorp
Nebraska
$1.5M -$9.2K -66 -0.6%
WCM
1907
WealthBridge Capital Management
Ohio
$1.49M -$20.9K -150 -1%
EP
1908
Edgestream Partners
New Jersey
$1.49M -$1.26M -9,023 -46%
VCM
1909
Virtue Capital Management
Tennessee
$1.49M -$855K -6,134 -36%
CIAS
1910
Capital Investment Advisory Services
North Carolina
$1.49M +$245K +1,758 +20%
SWIG
1911
Strategic Wealth Investment Group
Kentucky
$1.49M +$1.49M +10,690 New
HPWM
1912
Highland Private Wealth Management
Washington
$1.47M +$51.7K +371 +4%
AIM
1913
Axiom Investment Management
New York
$1.47M -$1.3M -9,307 -47%
DA
1914
Duality Advisers
Florida
$1.46M -$6.76M -48,478 -82%
W
1915
Wealthquest
Ohio
$1.46M +$218K +1,566 +18%
FCMT
1916
Founders Capital Management (Texas)
Texas
$1.46M -$187K -1,341 -11%
PAM
1917
Palisade Asset Management
Minnesota
$1.46M +$45K +323 +3%
MSAM
1918
Moloney Securities Asset Management
Missouri
$1.46M +$47.2K +339 +3%
SMFS
1919
Squar Milner Financial Services
California
$1.45M -$296K -2,124 -17%
AFP
1920
Ausdal Financial Partners
Iowa
$1.45M +$126K +936 +9%
AssetMark Inc
1921
AssetMark Inc
California
$1.45M +$13.4K +96 +0.9%
SWA
1922
SFMG Wealth Advisors
Texas
$1.45M -$3.35K -24 -0.2%
HCA
1923
Hyperion Capital Advisors
New York
$1.45M +$1.45M +10,400 New
BHTS
1924
Bar Harbor Trust Services
Maine
$1.45M +$1.45M +10,392 New
RG
1925
Rikoon Group
New Mexico
$1.45M -$9.76K -70 -0.7%
75 76
77
78 79