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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 %
VAG
2126
VisionPoint Advisory Group
Texas
$955K -$327K -2,346 -26%
PCAP
2127
Pratt Collard Advisory Partners
New York
$953K +$13.9K +100 +1%
NWM
2128
Northwest Wealth Management
Iowa
$951K -$155K -1,115 -14%
MIM
2129
Moseley Investment Management
Florida
$950K +$77.5K +556 +9%
SWA
2130
Stratos Wealth Advisors
Ohio
$948K -$789K -5,661 -45%
WC
2131
Winmill & Co
New York
$948K – – –
KIC
2132
Keating Investment Counselors
Florida
$946K – – –
SCM
2133
SKBA Capital Management
California
$945K -$83.6K -600 -8%
MAM
2134
Mastrapasqua Asset Management
Tennessee
$945K -$9.06K -65 -0.9%
MWM
2135
Maltin Wealth Management
New Jersey
$945K +$945K +6,780 New
FWP
2136
FAS Wealth Partners
Kansas
$941K +$15.3K +110 +2%
AIM
2137
Arcadia Investment Management
Michigan
$939K – – –
CS
2138
Capital Square
Tennessee
$939K +$939K +6,737 New
GIM
2139
Groesbeck Investment Management
New Jersey
$937K -$24K -172 -2%
SAM
2140
Seelaus Asset Management
New Jersey
$937K +$383K +2,750 +69%
NED
2141
Nancy E. Dempze
$934K -$6.98K -50 -0.7%
RZH
2142
Relyea Zuckerberg Hanson
Connecticut
$933K +$933K +6,690 New
SC
2143
Sepio Capital
Utah
$926K +$59.1K +424 +7%
GTAM
2144
Global Trust Asset Management
Florida
$921K +$545K +3,908 +145%
VCM
2145
Vision Capital Management
Oregon
$919K +$27.9K +200 +3%
SIA
2146
Strategic Investment Advisors
Michigan
$919K +$273K +1,958 +42%
QPWM
2147
Quadrant Private Wealth Management
Pennsylvania
$916K -$4.32K -31 -0.5%
CSWG
2148
Cardinal Strategic Wealth Guidance
Kentucky
$916K +$916K +6,580 New
DA
2149
Doliver Advisors
Texas
$915K -$1.53K -11 -0.2%
MJRIC
2150
Mogy Joel R Investment Counsel
California
$915K – – –
84 85
86
87 88