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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 %
BIA
2276
BHK Investment Advisors
Alabama
$704K -$160K -1,149 -19%
DW
2277
Domani Wealth
Pennsylvania
$704K -$49.4K -354 -7%
VPI
2278
Value Partners Investments
Manitoba, Canada
$704K +$704K +5,051 New
FC
2279
Financial Consulate
Maryland
$702K -$2.79K -20 -0.4%
FA
2280
Fortis Advisors
Pennsylvania
$702K – – –
VC
2281
Vicus Capital
Pennsylvania
$701K -$185K -1,326 -21%
ACA
2282
Atlas Capital Advisors
Wyoming
$699K -$7.11K -51 -1%
AAP
2283
Arax Advisory Partners
Colorado
$699K -$45.4K -326 -6%
GA
2284
Greenhaven Associates
New York
$697K -$288M -2,069,113 -100%
WA
2285
WealthTrust Axiom
Pennsylvania
$697K -$34.8K -250 -5%
AW
2286
Alpha Windward
Massachusetts
$695K -$8.92K -64 -1%
Loomis, Sayles & Company
2287
Loomis, Sayles & Company
Massachusetts
$695K +$9.9K +71 +1%
IWP
2288
Icon Wealth Partners
Texas
$695K +$13.8K +99 +2%
CFA
2289
CWS Financial Advisors
Michigan
$693K +$693K +4,968 New
ACM
2290
Ategra Capital Management
Virginia
$688K – – –
CA
2291
Continuum Advisory
Idaho
$687K +$20.3K +146 +3%
BFG
2292
Bouchey Financial Group
New York
$686K +$6K +43 +0.9%
IAP
2293
Indie Asset Partners
Indiana
$685K +$685K +4,912 New
CPSC
2294
Carl P. Sherr & Co
Massachusetts
$685K +$685K +4,916 New
WDA
2295
Wendell David Associates
New Hampshire
$682K -$2.79K -20 -0.4%
FM
2296
Family Management
New York
$682K -$1.12K -8 -0.2%
CAL
2297
Capital Advisors Ltd
Ohio
$680K +$43.2K +310 +7%
FCFC
2298
First Citizens Financial Corp
Iowa
$680K +$680K +4,880 New
ANTB
2299
AMG National Trust Bank
Colorado
$679K -$621K -4,457 -48%
WQ
2300
Wealth Quarterback
New Jersey
$678K +$678K +39,811 New
90 91
92
93 94