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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 %
GA
1976
Greytown Advisors
Florida
$1.31M – – –
LWM
1977
Lionsbridge Wealth Management
Florida
$1.31M +$1.31M +9,473 New
EWM
1978
EPG Wealth Management
Georgia
$1.31M +$1.31M +9,390 New
GCA
1979
Genesee Capital Advisors
New York
$1.3M +$32.6K +234 +3%
FFSOTS
1980
Fiduciary Financial Services of The Southwest
Texas
$1.3M +$72.5K +520 +6%
RPSA
1981
Richard P. Slaughter Associates
Texas
$1.3M +$1.3M +9,325 New
AWE
1982
Avidian Wealth Enterprises
Texas
$1.3M +$295K +2,119 +29%
PV
1983
Private Vista
Illinois
$1.29M -$278 -2 -0%
GLI
1984
Guardian Life Insurance
New York
$1.29M -$16.9K -121 -1%
AF
1985
Aldebaran Financial
$1.29M -$156K -1,116 -11%
IF
1986
IRON Financial
Illinois
$1.29M +$219K +1,572 +21%
RCM
1987
Requisite Capital Management
Texas
$1.29M +$105K +754 +9%
PG
1988
Proffitt & Goodson
Tennessee
$1.28M -$57.3K -411 -4%
CWM
1989
Cordatus Wealth Management
Pennsylvania
$1.28M +$207K +1,487 +19%
PW
1990
Price Wealth
Texas
$1.28M +$13.4K +96 +1%
HFAS
1991
Hummer Financial Advisory Services
Illinois
$1.28M +$1.28M +9,157 New
PWAP
1992
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.27M +$176K +1,311 +16%
VIA
1993
Vident Investment Advisory
Georgia
$1.27M -$215K -1,545 -15%
IIM
1994
Ironwood Investment Management
Massachusetts
$1.27M -$91.6K -657 -7%
RHP
1995
Royal Harbor Partners
Texas
$1.26M +$1.26M +9,048 New
Assenagon Asset Management
1996
Assenagon Asset Management
Luxembourg
$1.25M -$465K -3,335 -27%
SCP
1997
Sandhill Capital Partners
New York
$1.25M +$130K +935 +12%
ORI
1998
Oak Ridge Investments
Illinois
$1.25M -$103K -742 -8%
FA
1999
Faithward Advisors
Pennsylvania
$1.25M -$27.9K -200 -2%
HFS
2000
Howard Financial Services
Texas
$1.24M +$152K +1,091 +14%
78 79
80
81 82