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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 %
AWS
2326
AJ Wealth Strategies
New York
$630K – – –
SIM
2327
Sterling Investment Management
Arizona
$629K – – –
TWP
2328
Tempus Wealth Planning
California
$629K +$629K +4,510 New
HCM
2329
Hutner Capital Management
Vermont
$623K -$14.6K -105 -2%
EA
2330
Elm Advisors
California
$623K – – –
FSC
2331
Full Sail Capital
Oklahoma
$617K +$69.3K +502 +13%
RSVP
2332
Ramsay Stattman Vela & Price
Colorado
$616K -$2.23K -16 -0.4%
LI
2333
LVZ Inc
Michigan
$615K -$23.8K -171 -4%
MFGP
2334
Marshall Financial Group (Pennsylvania)
Pennsylvania
$615K +$1.95K +14 +0.3%
EBSAM
2335
Eubel Brady & Suttman Asset Management
Ohio
$612K +$73.9K +530 +14%
KP
2336
Keel Point
Alabama
$609K -$96.7K -693 -14%
PPW
2337
Pasadena Private Wealth
California
$606K +$279 +2 +0%
EIA
2338
Edgemoor Investment Advisors
Maryland
$604K -$558 -4 -0.1%
CRIG
2339
Charter Research & Investment Group
Connecticut
$604K +$83.7K +600 +16%
EIA
2340
Eldridge Investment Advisors
New Hampshire
$602K – – –
SWRP
2341
Summit Wealth & Retirement Planning
California
$602K +$31.4K +225 +6%
HI
2342
Harrington Investments
California
$598K -$150K -1,073 -20%
CAM
2343
Claret Asset Management
Quebec, Canada
$596K -$20.9K -150 -3%
CA
2344
Corrado Advisors
New Jersey
$596K +$2.93K +21 +0.5%
MA
2345
MONECO Advisors
Connecticut
$595K +$18.4K +133 +3%
Cohen & Steers
2346
Cohen & Steers
New York
$593K -$2.23M -16,025 -79%
NVIM
2347
New Vernon Investment Management
Illinois
$593K – – –
AIA
2348
Arbor Investment Advisors
North Carolina
$592K -$4.18K -30 -0.7%
FCIM
2349
Fairview Capital Investment Management
California
$590K +$6.97K +50 +1%
WB
2350
West Bancorporation
Iowa
$587K +$587K +4,213 New
92 93
94
95 96