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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 %
GRQ
1926
Gardner Russo & Quinn
Pennsylvania
$1.45M +$8.23K +59 +0.6%
BPWA
1927
Beacon Pointe Wealth Advisors
California
$1.44M -$533K -3,827 -27%
AC
1928
Avestar Capital
New York
$1.44M -$120K -862 -8%
AAM
1929
American Asset Management
Florida
$1.44M +$6.97K +50 +0.5%
MA
1930
MCF Advisors
Kentucky
$1.42M +$14.4K +103 +1%
OFS
1931
Orrstown Financial Services
Pennsylvania
$1.42M -$100K -731 -7%
SIA
1932
Starfire Investment Advisers
Michigan
$1.42M +$139 +1 +0%
SFG
1933
Summit Financial Group
West Virginia
$1.42M -$36.7K -263 -3%
KMWM
1934
Keudell/Morrison Wealth Management
Oregon
$1.41M -$7.53K -54 -0.5%
PK
1935
Pflug Koory
Nebraska
$1.41M -$3.63K -26 -0.3%
FPA
1936
First Pacific Advisors
California
$1.4M -$149K -1,070 -10%
HJMC
1937
Hellman Jordan Management Company
Massachusetts
$1.4M +$139K +996 +11%
PIC
1938
PCJ Investment Counsel
Ontario, Canada
$1.39M +$1.39M +10,000 New
SRSA
1939
S.R. Schill & Associates
Washington
$1.39M +$13.9K +100 +1%
LJHT
1940
Laurie J. Hall Trustee
$1.38M +$87.1K +625 +7%
Edgewood Management
1941
Edgewood Management
Connecticut
$1.38M +$810K +5,810 +142%
LOIM
1942
Liberty One Investment Management
Illinois
$1.38M +$1.38M +9,869 New
NHC
1943
Nicholas Hoffman & Company
Georgia
$1.37M +$286K +2,053 +26%
KTA
1944
Keeley-Teton Advisors
Illinois
$1.37M -$55.5K -398 -4%
RG
1945
Renaissance Group
Kentucky
$1.37M +$19.2K +138 +1%
PIM
1946
Profit Investment Management
Maryland
$1.37M – – –
CMANY
1947
Capital Management Associates (New York)
New York
$1.36M -$41.8K -300 -3%
TT
1948
TI-Trust
Illinois
$1.36M +$1.36M +9,778 New
HTHT
1949
Hemenway Trust Hemenway Trust
New Hampshire
$1.35M +$739K +5,300 +120%
HKAM
1950
Horizon Kinetics Asset Management
New York
$1.35M -$4.18K -30 -0.3%
76 77
78
79 80