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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 %
PCM
2401
Princeton Capital Management
New Jersey
$516K +$68.6K +500 +15%
TF
2402
Trek Financial
Arizona
$515K +$16K +115 +3%
WA
2403
Winfield Associates
Ohio
$513K +$75.2K +540 +17%
DWA
2404
Dougherty Wealth Advisers
Minnesota
$512K – – –
CA
2405
Crewe Advisors
Utah
$511K +$697 +5 +0.1%
MFW
2406
Mosaic Family Wealth
Missouri
$511K +$17.4K +125 +4%
BAM
2407
Bellevue Asset Management
Washington
$509K +$509K +3,650 New
RWA
2408
Redhawk Wealth Advisors
Minnesota
$504K +$150K +1,076 +42%
SWK
2409
Stephen W. Kidder
$502K – – –
WI
2410
WrapManager Inc
California
$502K +$32.8K +235 +7%
AWM
2411
Atticus Wealth Management
Florida
$501K +$501K +3,595 New
MWPCG
2412
Measured Wealth Private Client Group
New Hampshire
$500K -$119K -855 -19%
WRM
2413
Weybosset Research & Management
Rhode Island
$500K – – –
CG
2414
Corundum Group
Colorado
$500K +$11K +79 +2%
CFSG
2415
Community Financial Services Group
Vermont
$499K +$131K +942 +36%
PCM
2416
Pennsylvania Capital Management
Pennsylvania
$499K +$499K +3,580 New
FCM
2417
Firestone Capital Management
Florida
$498K +$498K +3,572 New
WFWM
2418
Wechter Feldman Wealth Management
New Jersey
$497K -$22.2K -159 -4%
BWM
2419
BT Wealth Management
Georgia
$497K -$18.1K -130 -4%
NG
2420
Northstar Group
New York
$497K +$975 +7 +0.2%
LCP
2421
Legacy Capital Partners
Wisconsin
$496K +$20.9K +150 +4%
DE
2422
Day & Ennis
Georgia
$494K +$14.1K +101 +3%
BIM
2423
Bridgecreek Investment Management
Oklahoma
$494K +$209K +1,500 +73%
GFPC
2424
Global Financial Private Client
Florida
$494K +$494K +3,540 New
SLA
2425
Silver Lake Advisory
Utah
$493K +$5.16K +37 +1%
95 96
97
98 99