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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
1
T. Rowe Price Associates
Maryland
$6.83B
2
Truist Financial
2
Truist Financial
North Carolina
$380M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$8.4B
4
Goldman Sachs
4
Goldman Sachs
New York
$2.79B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$3.86B

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.96B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$718M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$34.4B
4
PP
4
Prudential plc
United Kingdom
$359M
5
Franklin Resources
5
Franklin Resources
California
$2.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$34.4B -$511M -3,665,048 -1%
BlackRock
2
BlackRock
New York
$29.1B -$354M -2,537,003 -1%
State Street
3
State Street
Massachusetts
$20.2B -$237M -1,702,061 -1%
Capital World Investors
4
Capital World Investors
California
$11.5B +$214M +1,531,579 +2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$8.4B +$327M +2,343,802 +4%
Berkshire Hathaway
6
Berkshire Hathaway
Nebraska
$8.3B – – –
Bank of America
7
Bank of America
North Carolina
$7.84B +$255M +1,827,942 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$7.74B +$28.2M +202,379 +0.4%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$6.83B +$817M +5,862,709 +14%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.18B +$82.8M +595,401 +1%
Northern Trust
11
Northern Trust
Illinois
$6.16B -$57.3M -411,199 -0.9%
Morgan Stanley
12
Morgan Stanley
New York
$4.96B +$115M +824,314 +2%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$4.74B -$317M -2,274,376 -6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$4.38B -$239M -1,712,139 -5%
Wells Fargo
15
Wells Fargo
California
$3.97B -$18.9M -135,903 -0.5%
Norges Bank
16
Norges Bank
Norway
$3.91B -$104M -748,118 -3%
Capital Research Global Investors
17
Capital Research Global Investors
California
$3.86B +$264M +1,895,932 +7%
Capital International Investors
18
Capital International Investors
California
$3.81B +$143M +1,029,205 +4%
Ameriprise
19
Ameriprise
Minnesota
$3.25B +$29.1M +208,769 +0.9%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$3.19B -$38.1M -273,307 -1%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$3.14B +$108M +775,315 +4%
Primecap Management
22
Primecap Management
California
$3.08B -$121M -866,370 -4%
UBS Group
23
UBS Group
Switzerland
$2.93B -$28.1M -201,824 -1%
Goldman Sachs
24
Goldman Sachs
New York
$2.79B +$275M +1,973,476 +11%
Invesco
25
Invesco
Georgia
$2.76B -$337M -2,419,649 -11%
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