JPM icon

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 %
LFG
2176
LifePlan Financial Group
Ohio
$866K -$10.2K -73 -1%
RFM
2177
Royal Fund Management
Florida
$866K +$44.7K +321 +5%
EWM
2178
Executive Wealth Management
Michigan
$864K -$344K -2,470 -28%
SIM
2179
Sadoff Investment Management
Wisconsin
$859K +$6.97K +50 +0.8%
MHIC
2180
Marble Harbor Investment Counsel
Massachusetts
$856K +$272K +1,950 +47%
OBGC
2181
O'Brien Greene & Co
Pennsylvania
$854K -$77.3K -555 -8%
BCA
2182
Berman Capital Advisors
Georgia
$853K +$27.2K +195 +3%
BOM
2183
Bank of Marin
California
$852K +$852K +6,114 New
FBT
2184
First Bank & Trust
South Dakota
$851K -$144K -1,034 -14%
TCPWM
2185
Traverso Chambers Private Wealth Management
California
$851K -$5.57K -40 -0.7%
PCP
2186
Proficio Capital Partners
Massachusetts
$851K +$53.1K +381 +7%
SC
2187
Steph & Co
Wisconsin
$848K +$848K +6,086 New
RHDIC
2188
R.H. Dinel Investment Counsel
California
$846K – – –
HWMG
2189
Hurlow Wealth Management Group
Indiana
$843K -$6.81K -50 -0.8%
MCA
2190
Magnolia Capital Advisors
Mississippi
$840K +$840K +6,031 New
MWM
2191
Modera Wealth Management
New Jersey
$834K +$154K +1,101 +23%
APW
2192
Aurora Private Wealth
New Jersey
$832K +$832K +5,971 New
TVAMP
2193
Tennessee Valley Asset Management Partners
Tennessee
$825K -$26.3K -189 -3%
FAM
2194
Formidable Asset Management
Ohio
$822K +$822K +5,981 New
AIA
2195
Angeles Investment Advisors
California
$820K +$35.3K +253 +4%
LWP
2196
Legacy Wealth Partners
California
$818K +$818K +5,943 New
NFG
2197
Nations Financial Group
Iowa
$816K +$199K +1,425 +32%
FVWA
2198
Foster Victor Wealth Advisors
South Carolina
$814K +$102K +746 +14%
AMC
2199
Asset Management Corp
Illinois
$812K +$812K +5,827 New
UC
2200
Unio Capital
New Jersey
$810K +$57K +409 +8%
86 87
88
89 90