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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 %
CLG
526
Cooperman Leon G
$16.2M +$16.2M +180,000 New
SAMH
527
Shanda Asset Management Holdings
British Virgin Islands
$16M +$16M +177,220 New
CM
528
Castleark Management
Illinois
$15.9M +$8.2M +91,070 +106%
MAM
529
Meeder Asset Management
Ohio
$15.9M +$7.28M +80,826 +85%
RC
530
Randolph Company
Ohio
$15.7M -$32.9K -365 -0.2%
BS
531
Banco Santander
Spain
$15.7M -$4.16M -46,252 -21%
CAM
532
Carret Asset Management
New York
$15.6M -$131K -1,456 -0.8%
MIM
533
Marco Investment Management
Georgia
$15.6M -$82.8K -920 -0.5%
ELC
534
Edgar Lomax Company
Virginia
$15.6M -$17.3M -192,025 -53%
SSWM
535
Smith Salley Wealth Management
North Carolina
$15.6M +$33.4K +371 +0.2%
FBP
536
Flippin Bruce & Porter
Virginia
$15.6M -$62.8K -697 -0.4%
HR
537
Howe & Rusling
New York
$15.6M +$5.85M +64,956 +60%
PMAM
538
Picton Mahoney Asset Management
Ontario, Canada
$15.5M -$1.73M -19,238 -10%
HCM
539
Huber Capital Management
California
$15.4M -$585K -6,500 -4%
LBC
540
Lowe Brockenbrough & Co
Virginia
$15.4M -$256K -2,845 -2%
SIC
541
Salem Investment Counselors
North Carolina
$15.3M +$64.8K +720 +0.4%
BCM
542
BTR Capital Management
California
$15.3M +$673K +7,472 +5%
NRS
543
Neville Rodie & Shaw
New York
$15.3M -$118K -1,311 -0.8%
RIL
544
Rothschild Investment LLC
Illinois
$15.2M +$889K +9,869 +6%
WIA
545
Wealthstreet Investment Advisors
Texas
$15.2M -$24K -267 -0.2%
CIM
546
Courant Investment Management
Tennessee
$15M – – –
IG
547
ING Group
Netherlands
$14.9M -$5.78M -64,209 -28%
M2MC
548
Matthew 25 Management Corp
Pennsylvania
$14.9M -$900K -10,000 -6%
SCM
549
Snow Capital Management
Pennsylvania
$14.8M -$2.54M -28,177 -15%
EGA
550
Eagle Global Advisors
Texas
$14.8M +$134K +1,484 +0.9%
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