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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 %
TEE
2801
Tibra Equities Europe
United Kingdom
– -$8.66M -62,100 Closed
HI
2802
HBK Investments
Texas
– -$8.46M -60,692 Closed
WAS
2803
WESPAC Advisors SoCal
California
– -$7.76M -55,681 Closed
JWM
2804
Jupiter Wealth Management
Colorado
– -$7.54M -54,339 Closed
NSLI
2805
Nan Shan Life Insurance
Taiwan
– -$7.25M -52,000 Closed
MME
2806
Meag Munich Ergo
Germany
– -$7.03M -50,689 Closed
TCM
2807
TAM Capital Management
Connecticut
– -$6.28M -45,082 Closed
FFM
2808
Fullerton Fund Management
Singapore
– -$6.08M -43,625 Closed
IMC Chicago
2809
IMC Chicago
Illinois
– -$5.67M -40,690 Closed
CCA
2810
Catalyst Capital Advisors
New York
– -$5.42M -38,900 Closed
GP
2811
Geneva Partners
Wisconsin
– -$5.14M -36,839 Closed
BCM
2812
BlueCrest Capital Management
Jersey
– -$5.05M -36,251 Closed
CAIMH
2813
Central Asset Investments & Management Holdings
Hong Kong
– -$4.87M -34,941 Closed
BAMF
2814
BI Asset Management Fondsmaeglerselskab
Denmark
– -$4.85M -34,763 Closed
ECML
2815
Eagle Capital Management (Louisiana)
Louisiana
– -$4.34M -31,113 Closed
MWP
2816
MYCIO Wealth Partners
Pennsylvania
– -$3.69M -26,442 Closed
CWM
2817
CMH Wealth Management
New Hampshire
– -$3.53M -25,320 Closed
NDSI
2818
Newman Dignan & Sheerar Inc
Rhode Island
– -$3.31K -23,776 Closed
OAM
2819
Oxford Asset Management
United Kingdom
– -$3.2M -22,981 Closed
NAM
2820
Nexpoint Asset Management
Texas
– -$3.07M -22,000 Closed
OCM
2821
Orleans Capital Management
Louisiana
– -$2.88M -20,635 Closed
CA
2822
Claar Advisors
New York
– -$2.79K -20,000 Closed
LP
2823
LMR Partners
United Kingdom
– -$2.76K -19,773 Closed
JWM
2824
Jackson Wealth Management
Florida
– -$2.61M -19,598 Closed
BOCM
2825
Bontempo Ohly Capital Management
Maryland
– -$2.57M -18,446 Closed
111 112
113
114 115