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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
1
T. Rowe Price Associates
Maryland
$6.83B
2
Truist Financial
2
Truist Financial
North Carolina
$380M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$8.4B
4
Goldman Sachs
4
Goldman Sachs
New York
$2.79B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$3.86B

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.96B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$718M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$34.4B
4
PP
4
Prudential plc
United Kingdom
$359M
5
Franklin Resources
5
Franklin Resources
California
$2.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
201
Waverton Investment Management
United Kingdom
$131M -$9.68M -69,408 -7%
Acadian Asset Management
202
Acadian Asset Management
Massachusetts
$131M -$73.1M -524,483 -36%
Axa
203
Axa
France
$130M -$18.9M -135,924 -13%
TG
204
TCW Group
California
$129M -$18.9M -135,396 -13%
FAF
205
Fjarde Ap-fonden
Sweden
$129M -$3.4M -24,400 -3%
FI
206
Focused Investors
California
$126M -$4.07M -29,200 -3%
Millennium Management
207
Millennium Management
New York
$125M +$57.9M +415,475 +86%
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
$122M -$35.6M -255,400 -23%
D.E. Shaw & Co
209
D.E. Shaw & Co
New York
$122M -$71.1M -510,248 -37%
DLA
210
Douglas Lane & Associates
New York
$121M -$456K -3,274 -0.4%
BFS
211
Bradley Foster & Sargent
Connecticut
$120M -$71K -509 -0.1%
First Trust Advisors
212
First Trust Advisors
Illinois
$118M -$3.81M -27,358 -3%
MIM
213
MetLife Investment Management
New Jersey
$116M -$5.15M -36,948 -4%
FWCM
214
Ferguson Wellman Capital Management
Oregon
$115M +$139K +995 +0.1%
SCM
215
Smead Capital Management
Arizona
$114M +$1.93M +13,845 +2%
TRSOTSOK
216
Teachers Retirement System of the State of Kentucky
Kentucky
$114M -$32M -229,419 -22%
ZIG
217
Zurich Insurance Group
Switzerland
$110M +$10M +72,075 +10%
Citadel Advisors
218
Citadel Advisors
Florida
$109M +$87.9M +630,299 +424%
GG
219
Gofen & Glossberg
Illinois
$108M -$896K -6,427 -0.8%
ZIM
220
Zacks Investment Management
Illinois
$107M -$3.65M -26,152 -3%
CIC
221
Chilton Investment Company
Connecticut
$107M +$2.67M +19,121 +3%
CB
222
Cooke & Bieler
Pennsylvania
$107M -$28.7M -205,780 -21%
GIBU
223
Gulf International Bank (UK)
United Kingdom
$106M -$1.19M -8,550 -1%
SOMRS
224
State of Michigan Retirement System
Michigan
$106M -$100M -719,400 -49%
BCIM
225
British Columbia Investment Management
British Columbia, Canada
$105M +$17.3M +124,262 +20%
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