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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 %
CC
2301
Capital Counsel
New York
$676K +$48.8K +350 +8%
RICHC
2302
Renaissance Investment Consultants Holding Company
Pennsylvania
$675K +$675K +4,870 New
FIG
2303
FundX Investment Group
California
$671K – – –
EA
2304
Emerald Advisers
Pennsylvania
$669K – – –
MTC
2305
McDaniel Terry & Co
Texas
$669K – – –
TCOO
2306
Trust Company of Oklahoma
Oklahoma
$669K +$226K +1,620 +51%
SFS
2307
Summit Financial Strategies
Ohio
$664K +$228K +1,633 +52%
KWA
2308
KCS Wealth Advisory
California
$660K -$54.5K -391 -8%
LWA
2309
Lineweaver Wealth Advisors
Ohio
$659K +$659K +4,728 New
DIM
2310
Delta Investment Management
California
$659K +$659K +4,734 New
HIIFS
2311
Harel Insurance Investments & Financial Services
Israel
$655K +$267K +1,917 +69%
GC
2312
Gilbert & Cook
Iowa
$654K +$20.2K +145 +3%
SFM
2313
Signet Financial Management
New Jersey
$652K +$10.9K +78 +2%
CCA
2314
Column Capital Advisors
Indiana
$652K +$652K +4,681 New
MFP
2315
Meridian Financial Partners
Virginia
$651K +$10.4K +76 +2%
HWM
2316
Howard Wealth Management
Connecticut
$651K +$651K +4,673 New
GIP
2317
Greatmark Investment Partners
Georgia
$648K +$32.1K +230 +5%
AC
2318
Aristides Capital
Kentucky
$644K +$644K +4,622 New
PCTC
2319
Perkins Coie Trust Company
Washington
$641K – – –
DFA
2320
Delta Financial Advisors
Louisiana
$641K – – –
EWP
2321
Engrave Wealth Partners
Texas
$640K +$640K +4,596 New
MWVC
2322
Morgens Waterfall Vintiadis & Co
New York
$638K – – –
OAM
2323
Oberweis Asset Management
Illinois
$635K -$10.6K -76 -2%
SPP
2324
Single Point Partners
Massachusetts
$632K +$632K +4,533 New
NFP
2325
Narus Financial Partners
Utah
$631K -$72.9K -523 -10%
91 92
93
94 95