JPM icon

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 %
SFG
2426
Sunburst Financial Group
Alabama
$493K +$493K +3,533 New
AS
2427
Altshuler Shaham
Israel
$491K +$491K +3,521 New
SAM
2428
Stewart Asset Management
New York
$491K +$491K +3,525 New
SFA
2429
Semmax Financial Advisors
North Carolina
$490K +$51.4K +369 +12%
PIA
2430
Powell Investment Advisors
Florida
$490K +$490K +3,515 New
HPC
2431
Hobart Private Capital
North Carolina
$487K +$60.5K +434 +14%
AIM
2432
Allen Investment Management
New York
$486K – – –
SNBOSD
2433
Security National Bank of So Dak
Iowa
$486K – – –
BCM
2434
Beck Capital Management
Texas
$486K +$486K +3,487 New
CMI
2435
Clare Market Investments
Texas
$485K -$407K -2,921 -46%
SCA
2436
Strategic Capital Advisers
Colorado
$485K +$2.23K +16 +0.5%
FG
2437
FSI Group
Ohio
$483K – – –
FWSM
2438
First Wilshire Securities Management
California
$481K -$2.65K -19 -0.5%
ACM
2439
Aljian Capital Management
Nevada
$481K – – –
AAIM
2440
Asset Advisors Investment Management
Georgia
$480K +$68.3K +492 +17%
MCIA
2441
Mountain Capital Investment Advisors
Colorado
$478K -$352K -2,570 -42%
SIAS
2442
Shine Investment Advisory Services
Colorado
$478K – – –
HHAM
2443
HITE Hedge Asset Management
Massachusetts
$473K – – –
FAN
2444
Financial Advisors Network
California
$471K -$108K -772 -19%
WMA
2445
Wealth Management Associates
New Jersey
$468K +$84.9K +609 +22%
FIA
2446
Foundations Investment Advisors
Arizona
$468K -$96.2K -696 -17%
SA
2447
SRH Advisors
Kansas
$468K – – –
AAMC
2448
Asset Allocation & Management Company
Illinois
$468K +$468K +3,357 New
RI
2449
Rudd International
Florida
$467K +$1.39K +10 +0.3%
BRG
2450
Bay Rivers Group
Virginia
$462K +$462K +3,313 New
96 97
98
99 100