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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 %
JWA
2226
JFS Wealth Advisors
Pennsylvania
$764K -$41K -294 -5%
SPI
2227
Santori & Peters Inc
Pennsylvania
$764K +$3.62K +26 +0.5%
GC
2228
Grace Capital
Massachusetts
$762K +$8.36K +60 +1%
HMS
2229
Hanseatic Management Services
New Mexico
$762K +$762K +5,469 New
AWA
2230
Arkadios Wealth Advisors
Georgia
$761K +$761K +5,521 New
CFW
2231
CA Family Wealth
California
$761K +$761K +5,462 New
WA
2232
Wheatland Advisors
Pennsylvania
$759K -$139K -996 -15%
XSC
2233
X-Square Capital
Puerto Rico
$758K -$3.62K -26 -0.5%
CCMW
2234
Cypress Capital Management (Wyoming)
Wyoming
$755K – – –
CF
2235
Copperwynd Financial
Arizona
$753K +$13.2K +95 +2%
DCM
2236
Dimension Capital Management
Florida
$752K -$382K -2,739 -34%
LWP
2237
Legacy Wealth Planning
Nevada
$750K +$750K +5,380 New
MCA
2238
Morris Capital Advisors
Pennsylvania
$747K -$35K -251 -4%
BHA
2239
Beech Hill Advisors
New York
$747K – – –
CW
2240
CreativeOne Wealth
Kansas
$746K -$63.1K -452 -8%
WAS
2241
Winch Advisory Services
Wisconsin
$745K +$38.8K +278 +5%
SAM
2242
Secure Asset Management
Michigan
$743K +$743K +5,332 New
OFS
2243
Oldfather Financial Services
Nebraska
$743K +$743K +5,538 New
AIA
2244
Alera Investment Advisors
Illinois
$742K -$210K -1,508 -22%
ECAM
2245
East Coast Asset Management
Massachusetts
$741K – – –
SFG
2246
SNS Financial Group
Minnesota
$738K -$2.65K -19 -0.4%
IFG
2247
Investors Financial Group
Minnesota
$738K +$738K +5,295 New
CFS
2248
CRA Financial Services
New Jersey
$737K +$697 +5 +0.1%
CMBA
2249
C.M. Bidwell & Associates
Hawaii
$737K +$243K +1,745 +49%
MSU
2250
Mizuho Securities USA
New York
$735K -$1.26M -9,030 -63%
88 89
90
91 92