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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 %
JA
2026
JOYN Advisors
Georgia
$1.18M -$17.6K -126 -1%
BCA
2027
Bay Colony Advisors
Massachusetts
$1.18M -$234K -1,708 -16%
GIM
2028
Greylin Investment Management
Virginia
$1.18M -$13.9K -100 -1%
IIC
2029
Ironwood Investment Counsel
Arizona
$1.18M +$126K +905 +12%
LCM
2030
LVM Capital Management
Michigan
$1.17M +$3.35K +24 +0.3%
LB
2031
Legacy Bridge
Iowa
$1.17M +$101K +728 +9%
FBFS
2032
First Business Financial Services
Wisconsin
$1.17M – – –
CBA
2033
Coastal Bridge Advisors
Connecticut
$1.17M +$57.6K +413 +5%
VF
2034
Virtu Financial
New York
$1.17M -$3.44M -24,672 -75%
KA
2035
Klingman & Associates
New York
$1.17M +$247K +1,773 +27%
Verition Fund Management
2036
Verition Fund Management
Connecticut
$1.17M -$386K -2,769 -25%
RCA
2037
Rowland Carmichael Advisors
Arizona
$1.16M +$37.6K +270 +3%
CCB
2038
Cutter & Co Brokerage
Missouri
$1.16M -$403K -2,889 -26%
WDL
2039
Well Done LLC
Michigan
$1.16M -$836 -6 -0.1%
PCM
2040
Pointe Capital Management
Michigan
$1.16M – – –
WAG
2041
Winthrop Advisory Group
Massachusetts
$1.15M -$17K -122 -1%
MFW
2042
Meristem Family Wealth
Minnesota
$1.15M +$9.62K +69 +0.8%
AWM
2043
AllSquare Wealth Management
New York
$1.15M -$15.5K -111 -1%
AA
2044
Alesco Advisors
New York
$1.15M -$88.3K -633 -7%
LF
2045
Lantz Financial
Illinois
$1.14M -$1.95K -14 -0.2%
CG
2046
CFO4Life Group
Texas
$1.14M +$19.2K +138 +2%
HAIM
2047
Hunter Associates Investment Management
Pennsylvania
$1.14M +$71.8K +515 +7%
NEWAS
2048
N.E.W. Advisory Services
Wisconsin
$1.14M +$1.14M +8,173 New
CA
2049
Cambridge Advisors
Nebraska
$1.13M +$3.62K +26 +0.3%
SRC
2050
Sage Rhino Capital
California
$1.13M -$92.9K -683 -8%
80 81
82
83 84