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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 %
P
2201
&Partners
Tennessee
$803K – – –
TF
2202
TRH Financial
Iowa
$803K +$803K +5,911 New
HHGA
2203
Halbert Hargrove Global Advisors
California
$800K -$276K -1,981 -26%
SA
2204
Shilanski & Associates
Alaska
$800K -$7.53K -54 -0.9%
RWA
2205
RGT Wealth Advisors
Texas
$796K +$73.6K +528 +10%
GIA
2206
Gladstone Institutional Advisory
Florida
$795K +$61.6K +442 +8%
HCM
2207
Horiko Capital Management
New York
$795K +$69.7K +500 +10%
RPG
2208
Resource Planning Group
Georgia
$793K +$4.74K +34 +0.6%
FCB
2209
First Command Bank
Texas
$791K +$57.3K +411 +8%
FCFS
2210
First Command Financial Services
Texas
$791K +$57.3K +411 +8%
TC
2211
Truvestments Capital
Florida
$786K -$97.5K -699 -11%
SF
2212
Summit Financial
New Jersey
$780K +$780K +5,596 New
FPFS
2213
First Personal Financial Services
North Carolina
$779K -$236K -1,691 -23%
AFIA
2214
America First Investment Advisors
Nebraska
$779K – – –
FLII
2215
First Long Island Investors
New York
$777K – – –
PWM
2216
PBMares Wealth Management
Virginia
$777K +$777K +5,576 New
REMPR
2217
Roof Eidam Maycock Peralta (REMP)
California
$776K – – –
WA
2218
Wambolt & Associates
Colorado
$775K +$152K +1,091 +24%
TF
2219
TLWM Financial
Texas
$774K -$181K -1,300 -19%
WA
2220
Waverly Advisors
Alabama
$773K -$45.9K -334 -6%
ONST
2221
Old North State Trust
North Carolina
$769K -$24K -172 -3%
GCC
2222
Game Creek Capital
Massachusetts
$767K -$418K -3,000 -35%
SFM
2223
Systematic Financial Management
New Jersey
$767K -$81.2K -582 -10%
PAWC
2224
P.A.W. Capital
Connecticut
$767K -$69.7K -500 -8%
LIA
2225
LBMC Investment Advisors
Tennessee
$765K -$132K -950 -15%
87 88
89
90 91