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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 %
SFG
2101
Sather Financial Group
Texas
$1.01M +$554K +3,978 +121%
SIC
2102
Samalin Investment Counsel
New York
$1.01M +$1.01M +7,257 New
LOPW
2103
Live Oak Private Wealth
North Carolina
$1.01M +$1.01M +7,246 New
JHCP
2104
Jackson Hole Capital Partners
Oklahoma
$1.01M – – –
SIM
2105
Sonora Investment Management
Arizona
$1.01M -$267K -1,914 -21%
FWM
2106
Focused Wealth Management
New York
$1.01M -$975 -7 -0.1%
OAM
2107
Optimal Asset Management
California
$1.01M +$1.01M +7,213 New
KC
2108
Knuff & Co
California
$996K +$203K +1,457 +26%
BWM
2109
Baystate Wealth Management
Massachusetts
$989K +$95.4K +684 +11%
CHA
2110
Carmichael Hill & Associates
Maryland
$985K +$279 +2 +0%
CBT
2111
Central Bank & Trust
Kentucky
$981K +$353K +2,530 +56%
CAM
2112
Cozad Asset Management
Illinois
$980K +$30.7K +220 +3%
SCM
2113
Sterneck Capital Management
Missouri
$977K -$70.2K -504 -7%
PCS
2114
Personal CFO Solutions
New Jersey
$977K -$3.63K -26 -0.4%
BI
2115
Ballast Inc
Kentucky
$974K +$57K +409 +6%
MW
2116
Marcum Wealth
Ohio
$974K +$974K +6,989 New
AF
2117
Affiance Financial
Minnesota
$973K – – –
OL
2118
Optas LLC
Texas
$972K +$972K +6,969 New
PIMG
2119
Patriot Investment Management Group
Tennessee
$968K +$3.9K +28 +0.4%
PWAG
2120
Polaris Wealth Advisory Group
California
$968K +$57.9K +422 +6%
BB
2121
Bell Bank
North Dakota
$967K +$4.74K +34 +0.5%
PWAC
2122
Private Wealth Advisors (California)
California
$962K -$139K -1,000 -13%
BIA
2123
Bigelow Investment Advisors
Maine
$962K +$4.74K +34 +0.5%
BSPF
2124
British Steel Pension Fund
United Kingdom
$959K – – –
CIM
2125
Chapman Investment Management
California
$958K +$958K +6,875 New
83 84
85
86 87