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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 %
SAM
1951
Smithbridge Asset Management
Pennsylvania
$1.35M +$174K +1,250 +15%
CI
1952
CX Institutional
Indiana
$1.35M +$44.8K +321 +3%
AF
1953
Allworth Financial
California
$1.34M +$278K +1,992 +26%
FNBOSM
1954
First National Bank of South Miami
Florida
$1.34M -$80.8K -580 -6%
CGA
1955
Crescent Grove Advisors
Illinois
$1.34M -$52.8K -379 -4%
GI
1956
GS Investments
Minnesota
$1.34M -$64.6K -620 -5%
HWA
1957
Heritage Wealth Advisors
Virginia
$1.34M +$94.1K +675 +8%
WA
1958
Wealth Advisors
California
$1.34M +$1.34M +9,865 New
VIM
1959
Vista Investment Management
Pennsylvania
$1.34M -$13K -93 -1%
HCM
1960
HMS Capital Management
Tennessee
$1.33M +$17.3K +124 +1%
TP
1961
Tranquility Partners
Tennessee
$1.33M +$468K +3,357 +54%
GAG
1962
GM Advisory Group
New York
$1.33M -$455K -3,261 -25%
AFA
1963
Abacus FCF Advisors
Florida
$1.33M -$30.9K -222 -2%
ICM
1964
IMS Capital Management
Oregon
$1.33M +$19.9K +143 +2%
Kayne Anderson Rudnick Investment Management
1965
Kayne Anderson Rudnick Investment Management
California
$1.33M +$24.8K +178 +2%
TCWM
1966
Total Clarity Wealth Management
Illinois
$1.33M +$1.33M +9,551 New
BEC
1967
Blue Edge Capital
Virginia
$1.33M -$602K -4,322 -31%
RBFC
1968
Roman Butler Fullerton & Co
Missouri
$1.33M -$1.81K -13 -0.1%
WGA
1969
Weather Gauge Advisory
Virginia
$1.33M +$2.23K +16 +0.2%
SSG
1970
Summit Securities Group
New York
$1.32M -$1.32M -9,500 -50%
NJBEST
1971
New Jersey Better Educational Savings Trust
New Jersey
$1.32M -$767K -5,500 -37%
PFC
1972
Phocas Financial Corp
California
$1.32M -$12.8K -92 -1%
LFM
1973
Lumina Fund Management
New York
$1.32M – – –
FNBTCON
1974
First National Bank & Trust Co of Newtown
Pennsylvania
$1.32M – – –
ACM
1975
Allred Capital Management
Texas
$1.31M -$141K -1,008 -10%
77 78
79
80 81