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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 %
DWM
2051
Destination Wealth Management
California
$1.12M +$311K +2,229 +38%
SWM
2052
Sugarloaf Wealth Management
Georgia
$1.12M +$1.12M +8,017 New
TCB
2053
Texas Capital Bancshares
Texas
$1.12M +$34.9K +250 +3%
ACA
2054
Affinity Capital Advisors
California
$1.12M +$1.12M +8,003 New
VCP
2055
Verus Capital Partners
Arizona
$1.12M +$1.12M +8,006 New
MGWM
2056
Marks Group Wealth Management
Minnesota
$1.12M +$1.12M +7,996 New
AIM
2057
Alhambra Investment Management
Florida
$1.11M +$1.11M +7,992 New
GPA
2058
Garrison Point Advisors
California
$1.11M +$54.8K +393 +5%
HR
2059
Hardy Reed
Mississippi
$1.11M +$18.4K +132 +2%
GWCM
2060
Godshalk Welsh Capital Management
Pennsylvania
$1.1M -$20.9K -150 -2%
LA
2061
Legacy Advisors
Pennsylvania
$1.1M +$197K +1,411 +22%
TGAM
2062
TBH Global Asset Management
Tennessee
$1.1M +$1.1M +7,909 New
OAM
2063
Occidental Asset Management
California
$1.1M +$55.6K +399 +5%
MSS
2064
Mitchell Sinkler & Starr
Pennsylvania
$1.1M – – –
AP
2065
Atwood & Palmer
Missouri
$1.09M – – –
ADBIC
2066
A.D. Beadell Investment Counsel
Wisconsin
$1.09M -$13.9K -100 -1%
RIM
2067
Redwood Investment Management
Arizona
$1.09M +$1.09M +7,826 New
ACM
2068
Armbruster Capital Management
New York
$1.09M – – –
MCM
2069
MV Capital Management
Maryland
$1.09M +$64.7K +464 +6%
FRA
2070
Front Row Advisors
California
$1.09M +$120K +858 +12%
DAM
2071
Doheny Asset Management
California
$1.08M -$13.9K -100 -1%
BIM
2072
Beach Investment Management
Pennsylvania
$1.08M +$243K +1,740 +29%
TFO
2073
Tarbox Family Office
California
$1.08M +$830K +5,959 +333%
MAWCM
2074
Mine & Arao Wealth Creation & Management
California
$1.07M +$1.07M +7,700 New
MFG
2075
Menard Financial Group
Texas
$1.07M +$1.07M +7,683 New
81 82
83
84 85