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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 %
PFP
426
Pinnacle Financial Partners
Tennessee
$22.2M +$3.53M +39,223 +19%
MHC
427
Meyer Handelman Company
New York
$22.2M -$81K -900 -0.4%
USAA
428
United Services Automobile Association
Texas
$22.2M -$467K -3,986 -2%
ECM
429
Estabrook Capital Management
New York
$22.2M -$1.17M -12,963 -5%
NAM
430
North American Management
Massachusetts
$22.1M +$202K +2,248 +0.9%
ST
431
Sabal Trust
Florida
$22.1M -$1.51M -16,816 -6%
CNAM
432
Campbell Newman Asset Management
Wisconsin
$21.9M -$141K -1,569 -0.6%
MPI
433
Mairs & Power Inc
Minnesota
$21.8M -$96.5K -1,072 -0.4%
CS
434
Cannell & Spears
New York
$21.8M +$1.25M +13,881 +6%
SPIA
435
Steward Partners Investment Advisory
New York
$21.8M +$1.27M +14,061 +6%
CI
436
Cambiar Investors
Colorado
$21.7M +$21.4M +238,177 +9,073%
RMDI
437
R.M. Davis Inc
Maine
$21.7M +$660K +7,328 +3%
ISL
438
Ingalls & Snyder LLC
New York
$21.6M -$3.52M -39,137 -14%
LCM
439
Lomas Capital Management
New York
$21.5M +$21.5M +239,296 New
SBCM
440
Schwerin Boyle Capital Management
Massachusetts
$21.5M -$102K -1,130 -0.5%
SPC
441
Stewart & Patten Company
California
$21.4M -$249K -2,770 -1%
Mirae Asset Global Investments
442
Mirae Asset Global Investments
South Korea
$21.3M -$5.2M -57,780 -20%
DMC
443
Drexel Morgan & Co
Pennsylvania
$21.3M +$20.3M +225,000 +1,939%
CSIC
444
Clifford Swan Investment Counsel
California
$21.3M +$1M +11,144 +5%
MPWT
445
MassMutual Private Wealth & Trust
Connecticut
$21.3M +$505K +5,609 +2%
BB
446
Busey Bank
Illinois
$21.2M +$680K +7,550 +3%
DIA
447
Davidson Investment Advisors
Montana
$21.2M -$596K -6,620 -3%
QAM
448
QCI Asset Management
New York
$21.2M +$1.58M +17,562 +8%
PMG
449
Private Management Group
California
$21.2M -$7.77M -86,331 -27%
RIG
450
Roosevelt Investment Group
New York
$21M +$2.9M +32,200 +16%
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