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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 %
SCP
2851
Syntal Capital Partners
Texas
– -$1.03M -7,364 Closed
BSPF
2852
British Steel Pension Fund
United Kingdom
– -$959K -6,880 Closed
SC
2853
Sepio Capital
Utah
– -$926K -6,641 Closed
GTAM
2854
Global Trust Asset Management
Florida
– -$921K -6,608 Closed
ETI
2855
Enterprise Trust & Investment
California
– -$914K -6,559 Closed
AIA
2856
Angeles Investment Advisors
California
– -$820K -5,884 Closed
HMS
2857
Hanseatic Management Services
New Mexico
– -$762K -5,469 Closed
WA
2858
Wheatland Advisors
Pennsylvania
– -$759K -5,447 Closed
MSU
2859
Mizuho Securities USA
New York
– -$735K -5,270 Closed
PCMC
2860
Paragon Capital Management (Colorado)
Colorado
– -$729K -5,231 Closed
AWM
2861
Arbor Wealth Management
Florida
– -$728K -5,220 Closed
FIG
2862
FundX Investment Group
California
– -$671K -4,817 Closed
AC
2863
Aristides Capital
Kentucky
– -$644K -4,622 Closed
HAS
2864
HBW Advisory Services
California
– -$585K -4,270 Closed
NS
2865
NewDay Solutions
New Hampshire
– -$544K -3,904 Closed
RGIA
2866
Rainier Group Investment Advisory
Washington
– -$530K -3,803 Closed
BIM
2867
Bridgecreek Investment Management
Oklahoma
– -$494K -3,545 Closed
AS
2868
Altshuler Shaham
Israel
– -$491K -3,521 Closed
BCM
2869
Beck Capital Management
Texas
– -$486K -3,487 Closed
VFPI
2870
Vantage Financial Partners (Illinois)
Illinois
– -$449K -3,224 Closed
CCM
2871
Crabel Capital Management
California
– -$440K -3,158 Closed
TI
2872
Truepoint Inc
Ohio
– -$435K -3,124 Closed
NI
2873
Noked Israel
Israel
– -$418K -3,000 Closed
NC
2874
Noked Capital
Israel
– -$418K -3,000 Closed
TFA
2875
TPG Financial Advisors
Oregon
– -$403K -2,892 Closed
113 114
115
116 117