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JPMorgan Chase
JPM

Overview Fund Activity

2,773 hedge funds and large institutions have $199B invested in JPMorgan Chase in 2020 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,260 increasing their positions, 1,184 reducing their positions, and 227 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,773
Holders Change
-109
Holders Change %
-3.78%
% of All Funds
61.25%
Holding in Top 10
443
Holding in Top 10 Change
-327
Holding in Top 10 Change %
-42.47%
% of All Funds
9.79%
New
159
Increased
1,260
Reduced
1,184
Closed
227
Calls
$3.19B
Puts
$4.42B
Net Calls
-$1.23B
Net Calls Change
+$710M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$737M
2
Bank of America
Bank of America
North Carolina
+$693M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$368M
4
GRQ
Gardner Russo & Quinn
Pennsylvania
+$344M
5
Charles Schwab
Charles Schwab
California
+$289M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.35B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.22B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$821M
4
Goldman Sachs
Goldman Sachs
New York
-$454M
5
AAMU
Amundi Asset Management US
Massachusetts
-$454M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJB
2601
Paul John Balson
California
$218K +$218K +2,423 New
AL
2602
Arnhold LLC
New York
$217K – – –
SC
2603
Saturna Capital
Washington
$216K -$753K -8,367 -78%
AIA
2604
AIMZ Investment Advisors
California
$216K – – –
CC
2605
Claybrook Capital
Massachusetts
$216K +$216K +2,400 New
HB
2606
Horizon Bancorp
Indiana
$215K -$135K -1,500 -39%
IIA
2607
ICW Investment Advisors
Arizona
$215K +$180 +2 +0.1%
WCWM
2608
Willow Creek Wealth Management
California
$214K +$3.52K +39 +2%
AP
2609
Adero Partners
California
$214K +$44.3K +492 +26%
JGIA
2610
Jackson Grant Investment Advisers
Connecticut
$213K +$270 +3 +0.1%
SA
2611
Silversage Advisors
California
$211K -$270 -3 -0.1%
CA
2612
Capital Advantage
California
$211K +$477 +5 +0.2%
PFA
2613
Pure Financial Advisors
California
$210K -$20.8K -231 -9%
JFG
2614
JMG Financial Group
Illinois
$210K +$15.8K +175 +8%
AFA
2615
Atlanta Financial Associates
Georgia
$210K +$210K +2,331 New
WAM
2616
Wakefield Asset Management
Colorado
$209K +$44.1K +489 +27%
NC
2617
NovaPoint Capital
Georgia
$205K +$64.9K +720 +46%
WI
2618
Wedgewood Investors
Pennsylvania
$204K – – –
EP
2619
Elkhorn Partners
Nebraska
$202K -$32.5K -360 -14%
RHFI
2620
Reilly Herbert Faulkner III
$202K – – –
RHJA
2621
Rice Hall James & Associates
California
$202K – – –
AMG
2622
Asset Management Group
Connecticut
$202K +$1.35K +15 +0.7%
VIMU
2623
Veritas Investment Management (UK)
United Kingdom
$196K – – –
AP
2624
Arlington Partners
Alabama
$195K +$3.43K +38 +2%
KBFS
2625
Kohmann Bosshard Financial Services
Ohio
$194K +$76.7K +850 +65%
103 104
105
106 107