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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 %
CSPIA
2251
Cary Street Partners Investment Advisory
Virginia
$731K +$731K +5,247 New
PGA
2252
Portland Global Advisors
Maine
$730K – – –
KFA
2253
Kelleher Financial Advisors
New York
$730K – – –
PWM
2254
Paulson Wealth Management
Illinois
$729K -$259K -1,874 -26%
PCMC
2255
Paragon Capital Management (Colorado)
Colorado
$729K -$50.4K -362 -6%
MG
2256
Mather Group
Illinois
$729K +$729K +5,231 New
TIM
2257
Tortoise Investment Management
New York
$728K +$3.07K +22 +0.4%
AWM
2258
Arbor Wealth Management
Florida
$728K +$25.7K +184 +4%
SAM
2259
SignalPoint Asset Management
Missouri
$727K +$1.25K +9 +0.2%
MIC
2260
Meridian Investment Counsel
California
$726K – – –
SL
2261
Stevard LLC
Illinois
$726K +$726K +5,205 New
ACA
2262
Ackerman Capital Advisors
Texas
$724K -$86.1K -618 -11%
WIC
2263
Wilkins Investment Counsel
Massachusetts
$722K -$9.76K -70 -1%
LA
2264
LexAurum Advisors
Kansas
$719K +$105K +754 +17%
CIM
2265
Confluence Investment Management
Missouri
$718K +$205K +1,832 +40%
SBWM
2266
Sunflower Bank Wealth Management
Arizona
$716K -$108K -775 -13%
VA
2267
Valmark Advisers
Ohio
$716K -$102K -730 -12%
HCM
2268
Hutchinson Capital Management
California
$716K – – –
GPWA
2269
Great Point Wealth Advisors
Massachusetts
$716K – – –
SIA
2270
Soltis Investment Advisors
Utah
$716K +$716K +5,137 New
SP
2271
Successful Portfolios
Florida
$713K -$42.4K -304 -6%
NFG
2272
Nadler Financial Group
Illinois
$713K -$17.2K -123 -2%
GG
2273
GenWealth Group
New Jersey
$708K – – –
SDAM
2274
Shulman DeMeo Asset Management
New York
$706K +$38K +273 +6%
AAM
2275
Ascension Asset Management
New York
$705K – – –
89 90
91
92 93