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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 %
FLPIM
501
F.L. Putnam Investment Management
Massachusetts
$17.8M +$4.21M +46,808 +31%
NMERB
502
New Mexico Educational Retirement Board
New Mexico
$17.8M -$4.19M -46,500 -19%
CCM
503
Chilton Capital Management
Texas
$17.5M +$1.27M +14,156 +8%
CTA
504
Chesley Taft & Associates
Illinois
$17.4M -$33.4K -371 -0.2%
BFS
505
Baskin Financial Services
Ontario, Canada
$17.3M +$372K +4,128 +2%
TAM
506
Tocqueville Asset Management
New York
$17.3M -$386K -4,285 -2%
ABTD
507
Arvest Bank Trust Division
Oklahoma
$17.3M -$1.84M -20,473 -10%
FAM
508
Fred Alger Management
New York
$17.1M -$81.1M -900,561 -83%
SIA
509
Sit Investment Associates
Minnesota
$17.1M -$4.18M -46,410 -20%
HSA
510
HBK Sorce Advisory
Pennsylvania
$17M -$1.34M -14,886 -7%
ESBC
511
E.S. Barr & Co
Kentucky
$17M +$212K +2,350 +1%
AHB
512
Abner Herrman & Brock
New Jersey
$17M -$777K -8,625 -4%
DDPIC
513
Deroy & Devereaux Private Investment Counsel
Michigan
$17M -$104K -1,150 -0.6%
MCI
514
McDonald Capital Investors
California
$16.9M +$16.9M +187,890 New
VCM
515
Vigilant Capital Management
Maine
$16.9M +$394K +4,376 +2%
V
516
Veritable
Delaware
$16.8M +$2.23M +24,731 +15%
FSA
517
Franklin Street Advisors
North Carolina
$16.7M +$1.91M +21,184 +13%
NFC
518
Northeast Financial Consultants
Connecticut
$16.7M -$2.59M -28,781 -13%
OCAM
519
Onex Canada Asset Management
Ontario, Canada
$16.7M +$4.92M +54,688 +42%
CTC
520
Central Trust Company
Missouri
$16.7M +$283K +3,138 +2%
SGAM
521
Smith Group Asset Management
Texas
$16.6M +$16.6M +184,205 +32,091%
FNBT
522
FineMark National Bank & Trust
Florida
$16.6M +$418K +4,640 +3%
ACI
523
Alpha Cubed Investments
California
$16.5M -$1.19M -13,228 -7%
CA
524
Clearstead Advisors
Ohio
$16.4M -$75.5K -839 -0.5%
Mercer Global Advisors
525
Mercer Global Advisors
Colorado
$16.4M +$4.93M +54,721 +43%
19 20
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