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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 %
ETI
2151
Enterprise Trust & Investment
California
$914K – – –
PL
2152
Plancorp LLC
Missouri
$913K +$12.8K +92 +1%
RL
2153
Ruffer LLP
United Kingdom
$908K -$42K -301 -4%
MKC
2154
M. Kraus & Co
Vermont
$898K -$7.52K -54 -0.8%
RHAM
2155
Round Hill Asset Management
California
$897K -$13.5K -97 -1%
BCM
2156
Brown Capital Management
Maryland
$893K +$11.9K +85 +1%
CC
2157
Colrain Capital
Massachusetts
$892K -$181K -1,300 -17%
FWM
2158
Fairhaven Wealth Management
Illinois
$892K – – –
JF
2159
JSF Financial
California
$892K – – –
TIA
2160
Tandem Investment Advisors
South Carolina
$887K -$65.1K -467 -7%
WMC
2161
Westwood Management Corporation
Illinois
$887K – – –
OFW
2162
Omnia Family Wealth
Florida
$885K +$193K +1,383 +28%
RTS
2163
Round Table Services
New Jersey
$882K -$123K -882 -12%
PIA
2164
Pinion Investment Advisors
Kansas
$881K +$34.9K +250 +4%
MWM
2165
Merriman Wealth Management
Washington
$880K +$53K +380 +6%
CYG
2166
Clean Yield Group
Vermont
$879K -$41.8K -300 -5%
FEG
2167
Financial Enhancement Group
Indiana
$879K +$695K +4,983 +378%
TFF
2168
The Family Firm
Maryland
$878K -$24.4K -175 -3%
RB
2169
Rodgers Brothers
Pennsylvania
$878K -$13.9K -100 -2%
TIA
2170
Traphagen Investment Advisors
New Jersey
$872K +$356K +2,553 +69%
RPWA
2171
Regent Peak Wealth Advisors
Georgia
$870K +$870K +6,245 New
SQA
2172
Simon Quick Advisors
New Jersey
$869K +$210K +1,508 +32%
SFA
2173
Stewardship Financial Advisors
Georgia
$867K +$144K +1,030 +20%
B
2174
Bellecapital
Switzerland
$866K -$88.1K -632 -9%
RW
2175
REDW Wealth
New Mexico
$866K -$46.6K -334 -5%
85 86
87
88 89