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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 %
EAM
2076
Evanson Asset Management
California
$1.07M -$13.9K -100 -1%
IWS
2077
Insight Wealth Strategies
California
$1.07M +$623K +4,470 +140%
PCM
2078
Perritt Capital Management
Illinois
$1.07M -$697 -5 -0.1%
BCP
2079
Berkeley Capital Partners
Georgia
$1.07M +$14.1K +101 +1%
DACG
2080
Donor Advised Charitable Giving
California
$1.06M -$27.9K -200 -3%
CG
2081
Cynosure Group
Utah
$1.06M – – –
PFA
2082
Pathway Financial Advisors
Vermont
$1.06M +$397K +2,901 +60%
LC
2083
Lindbrook Capital
California
$1.05M +$27.1K +194 +3%
C
2084
Certuity
Florida
$1.05M +$1.05M +7,511 New
MHP
2085
Manatuck Hill Partners
Connecticut
$1.05M – – –
CC
2086
Cedar Capital
Illinois
$1.05M +$70K +502 +7%
WA
2087
Wealth Architects
California
$1.04M -$36K -258 -3%
RP
2088
Riverbridge Partners
Minnesota
$1.04M – – –
CFG
2089
Cooper Financial Group
California
$1.04M -$26.9K -193 -3%
RFA
2090
Reilly Financial Advisors
California
$1.04M +$40.3K +289 +4%
TCM
2091
Tributary Capital Management
Nebraska
$1.04M -$139K -1,000 -12%
BCM
2092
Breiter Capital Management
Florida
$1.03M -$47.7K -342 -4%
CVM
2093
Cheviot Value Management
California
$1.03M -$697 -5 -0.1%
BS
2094
Bessemer Securities
New York
$1.03M -$43.2K -310 -4%
HFA
2095
High Falls Advisors
New York
$1.03M -$3.21K -23 -0.3%
DAM
2096
Diamant Asset Management
Connecticut
$1.03M – – –
SCP
2097
Syntal Capital Partners
Texas
$1.03M +$1.03M +7,364 New
PFS
2098
Physicians Financial Services
North Carolina
$1.03M -$13.8K -99 -1%
FNBSF
2099
First National Bank Sioux Falls
South Dakota
$1.02M -$10K -72 -1%
TFCP
2100
Twin Focus Capital Partners
Massachusetts
$1.01M -$99.9K -717 -9%
82 83
84
85 86