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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 %
LDFR
2451
Lehman & Derafelo Financial Resources
Pennsylvania
$461K +$5.3K +38 +1%
APW
2452
Austin Private Wealth
Texas
$458K +$458K +3,282 New
IIA
2453
IPG Investment Advisors
California
$457K +$26.5K +190 +6%
AWC
2454
Abundance Wealth Counselors
Pennsylvania
$457K – – –
NIC
2455
Northwest Investment Counselors
Oregon
$456K -$28.2K -202 -6%
BAMG
2456
Brand Asset Management Group
Missouri
$455K -$78.8K -565 -15%
EWA
2457
Evolution Wealth Advisors
Florida
$453K +$3.21K +23 +0.7%
MTIM
2458
Marathon Trading Investment Management
Pennsylvania
$453K +$453K +3,250 New
NWA
2459
New World Advisors
Massachusetts
$451K +$1.12K +8 +0.2%
CP
2460
Camelot Portfolios
Ohio
$449K +$836 +6 +0.2%
VFPI
2461
Vantage Financial Partners (Illinois)
Illinois
$449K +$27.9K +200 +7%
OWA
2462
Outlook Wealth Advisors
Texas
$448K -$3.21K -23 -0.7%
FP
2463
Financial Perspectives
Minnesota
$447K +$447K +3,208 New
CHP
2464
Cable Hill Partners
Oregon
$447K -$1.53K -11 -0.3%
EA
2465
Emerald Advisors
Washington
$446K +$446K +3,381 New
RSWM
2466
Robertson Stephens Wealth Management
California
$444K -$471K -3,383 -51%
ACM
2467
AUA Capital Management
Pennsylvania
$443K -$90.4K -648 -17%
PEA
2468
Pacific Edge Advisors
California
$443K +$27.2K +195 +7%
SWG
2469
Summit Wealth Group
Vermont
$442K +$442K +3,168 New
BCB
2470
Brian C. Broderick
$440K +$27.9K +200 +7%
CCM
2471
Crabel Capital Management
California
$440K +$440K +3,158 New
SAG
2472
Spotlight Asset Group
Illinois
$439K +$439K +4,269 New
HWA
2473
Hilltop Wealth Advisors
North Carolina
$438K +$438K +3,139 New
GGI
2474
Godsey & Gibb Inc
Virginia
$437K +$35K +251 +9%
TI
2475
Truepoint Inc
Ohio
$435K – – –
97 98
99
100 101