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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
$8.2B
2
Bank of America
Bank of America
North Carolina
$5.76B
3
Viking Global Investors
Viking Global Investors
Connecticut
$368M
4
GRQ
Gardner Russo & Quinn
Pennsylvania
$345M
5
Charles Schwab
Charles Schwab
California
$1.62B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.14B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.2B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$4.18B
4
Goldman Sachs
Goldman Sachs
New York
$1.35B
5
AAMU
Amundi Asset Management US
Massachusetts
$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCI
2826
Stableford Capital II
Arizona
– -$2.42M -17,335 Closed
DF
2827
Donoghue Forlines
Massachusetts
– -$2.31M -16,574 Closed
TWA
2828
Tillar-Wenstrup Advisors
Ohio
– -$2.26M -16,237 Closed
MSWM
2829
Mader & Shannon Wealth Management
Missouri
– -$2.11M -15,129 Closed
CMO
2830
Covenant Multifamily Offices
Texas
– -$177K -15,074 Closed
PL
2831
Perpetual Ltd
Australia
– -$2.06M -14,811 Closed
SSA
2832
Schonfeld Strategic Advisors
New York
– -$2.04M -14,612 Closed
WCM
2833
Weld Capital Management
New York
– -$1.94M -13,942 Closed
MFS
2834
Mirabella Financial Services
United Kingdom
– -$1.92M -13,800 Closed
RIA
2835
Regal Investment Advisors
Michigan
– -$1.82M -13,020 Closed
GAM
2836
Grandview Asset Management
Pennsylvania
– -$1.81M -12,832 Closed
SAMC
2837
Spectrum Asset Management (California)
California
– -$1.67M -11,948 Closed
HCM
2838
Harvey Capital Management
Florida
– -$1.65M -11,858 Closed
EP
2839
Edgestream Partners
New Jersey
– -$1.49M -10,700 Closed
VCM
2840
Virtue Capital Management
Tennessee
– -$1.49M -10,690 Closed
DA
2841
Duality Advisers
Florida
– -$1.46M -10,502 Closed
AAM
2842
American Asset Management
Florida
– -$1.44M -10,307 Closed
HJMC
2843
Hellman Jordan Management Company
Massachusetts
– -$1.4M -10,052 Closed
PIC
2844
PCJ Investment Counsel
Ontario, Canada
– -$1.39M -10,000 Closed
LFM
2845
Lumina Fund Management
New York
– -$1.32M -9,500 Closed
GLI
2846
Guardian Life Insurance
New York
– -$1.29M -9,238 Closed
RHP
2847
Royal Harbor Partners
Texas
– -$1.26M -9,048 Closed
Assenagon Asset Management
2848
Assenagon Asset Management
Luxembourg
– -$1.25M -8,996 Closed
Verition Fund Management
2849
Verition Fund Management
Connecticut
– -$1.17M -8,367 Closed
MFG
2850
Menard Financial Group
Texas
– -$1.07M -7,683 Closed
112 113
114
115 116