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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 %
WA1
2376
Wimmer Associates 1
California
$548K – – –
NS
2377
NewDay Solutions
New Hampshire
$544K -$265K -1,903 -33%
MWP
2378
Moller Wealth Partners
$544K -$30K -215 -5%
DSAM
2379
Dock Street Asset Management
Florida
$544K – – –
FP
2380
Fiduciary Planning
Florida
$544K +$544K +4,048 New
PCC
2381
Park Circle Company
Maryland
$543K – – –
HB
2382
Horizon Bancorp
Indiana
$543K +$543K +3,892 New
TSS
2383
Thomas Story & Son
Indiana
$541K – – –
BZWA
2384
Blue Zone Wealth Advisors
California
$539K +$539K +3,866 New
SC
2385
Solstein Capital
California
$538K +$538K +3,859 New
PWSG
2386
Pacific Wealth Strategies Group
California
$536K – – –
ISWM
2387
Independent Solutions Wealth Management
New York
$534K +$534K +3,834 New
ARMC
2388
American Research & Management Company
Massachusetts
$532K -$8.23K -59 -2%
B
2389
Bridgeworth
Alabama
$531K -$82.5K -592 -13%
RGIA
2390
Rainier Group Investment Advisory
Washington
$530K -$38K -273 -7%
CCM
2391
Carlson Capital Management
Minnesota
$530K +$31.5K +226 +6%
BCM
2392
Bayesian Capital Management
New York
$530K +$530K +3,800 New
BFA
2393
Beacon Financial Advisory
Ohio
$530K +$530K +3,809 New
FWM
2394
Filbrandt Wealth Management
Wisconsin
$530K +$530K +3,809 New
QCMC
2395
Quantum Capital Management (California)
California
$524K -$52.2K -374 -9%
CIA
2396
Cascade Investment Advisors
Oregon
$522K -$114K -816 -18%
PLFAM
2397
Pineno Levin & Ford Asset Management
Virginia
$522K – – –
ACWM
2398
Adams Chetwood Wealth Management
North Carolina
$520K +$520K +3,730 New
IRC
2399
Investors Research Corp
Georgia
$519K – – –
BJ
2400
Brouwer & Janachowski
California
$517K -$8.65K -62 -2%
94 95
96
97 98