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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 %
AMCA
2001
Arthur M. Cohen & Associates
Illinois
$1.24M -$33.3K -239 -3%
WCAMG
2002
Woodard & Company Asset Management Group
North Carolina
$1.24M +$82.4K +591 +7%
MAM
2003
Morse Asset Management
Connecticut
$1.24M +$45.3K +325 +4%
PIA
2004
Perennial Investment Advisors
California
$1.23M +$1.23M +8,808 New
SC
2005
Searle & Co
Connecticut
$1.23M – – –
AWM
2006
Argent Wealth Management
Massachusetts
$1.23M +$1.23M +8,792 New
GSBTD
2007
Glenview State Bank Trust Department
Illinois
$1.22M -$12.5K -90 -1%
GCM
2008
Galibier Capital Management
Ontario, Canada
$1.22M -$1.42M -10,218 -54%
FDS
2009
First Dallas Securities
Texas
$1.22M -$87.1K -625 -7%
FPCP
2010
Fort Point Capital Partners
California
$1.22M +$24K +172 +2%
CIM
2011
Cambria Investment Management
California
$1.21M -$5.73M -41,149 -83%
PFA
2012
Paradigm Financial Advisors
Missouri
$1.21M – – –
CAM
2013
Cidel Asset Management
Ontario, Canada
$1.21M -$67.2K -482 -5%
IMRF
2014
Illinois Municipal Retirement Fund
Illinois
$1.21M +$1.21M +8,652 New
SAM
2015
Sequent Asset Management
Texas
$1.2M +$1.2M +8,634 New
CM
2016
Columbus Macro
Pennsylvania
$1.2M +$224K +1,607 +23%
CC
2017
Centiva Capital
New York
$1.2M -$2.29M -16,392 -66%
MCWA
2018
Meadow Creek Wealth Advisors
Georgia
$1.2M +$1.2M +8,579 New
GHAM
2019
Gilman Hill Asset Management
Connecticut
$1.2M -$41.8K -300 -3%
BRM
2020
Boston Research & Management
Massachusetts
$1.19M -$40.4K -290 -3%
PA
2021
Probity Advisors
Texas
$1.19M -$49.4K -354 -4%
EWM
2022
Empirical Wealth Management
Washington
$1.19M +$201K +1,443 +20%
ATPW
2023
Ashton Thomas Private Wealth
Arizona
$1.19M +$355K +2,545 +43%
PWMG
2024
Prestige Wealth Management Group
New Jersey
$1.19M +$279 +2 +0%
LC
2025
Lincoln Capital
Nebraska
$1.19M +$36.8K +264 +3%
79 80
81
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