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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 %
JLBC
2351
J.L. Bainbridge & Co
Florida
$585K -$6K -43 -1%
HAS
2352
HBW Advisory Services
California
$585K +$585K +4,270 New
ACM
2353
Ayrshire Capital Management
Connecticut
$584K +$584K +4,190 New
IWA
2354
Intercontinental Wealth Advisors
Texas
$583K -$298K -2,168 -34%
FHC
2355
First Heartland Consultants
Missouri
$581K +$10.6K +76 +2%
MPW
2356
Monterey Private Wealth
California
$580K +$580K +4,158 New
WA
2357
WP Advisors
California
$579K +$4.05K +29 +0.7%
JCM
2358
Jag Capital Management
Missouri
$579K +$172K +1,232 +42%
BRA
2359
Bender Robert & Associates
California
$576K – – –
WAAG
2360
Wealth Alliance Advisory Group
Kansas
$574K +$7.25K +52 +1%
BEI
2361
Benjamin Edwards Inc
Missouri
$574K +$487K +3,493 +559%
VAM
2362
Verity Asset Management
North Carolina
$572K -$24K -172 -4%
ACM
2363
Alethea Capital Management
Washington
$572K – – –
BCAM
2364
Boston Common Asset Management
Massachusetts
$571K -$7.33M -52,620 -93%
CCA
2365
Clearwater Capital Advisors
Illinois
$569K -$22.3K -160 -4%
SSW
2366
Smith Shellnut Wilson
Mississippi
$569K +$569K +4,082 New
RIS
2367
Retirement Income Solutions
Michigan
$568K -$123K -883 -18%
TI
2368
Truehand Inc
New Hampshire
$567K -$251K -1,800 -31%
BWA
2369
Burt Wealth Advisors
Maryland
$565K -$13K -93 -2%
SCM
2370
Stonehearth Capital Management
Massachusetts
$554K – – –
AIS
2371
American Investment Services
Massachusetts
$553K +$8.92K +64 +2%
HIS
2372
Harvest Investment Services
Illinois
$552K +$36.7K +264 +7%
SAM
2373
S.A. Mason
Michigan
$552K +$552K +3,960 New
GWS
2374
Glassman Wealth Services
Virginia
$550K +$40.7K +292 +8%
RWMH
2375
Riverpoint Wealth Management Holdings
Illinois
$549K +$238K +1,707 +76%
93 94
95
96 97