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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 %
SSB
551
Sandy Spring Bank
Maryland
$14.8M -$171K -1,901 -1%
SRC
552
Shufro Rose & Co
New York
$14.8M -$385K -4,276 -3%
ACM
553
Azimuth Capital Management
Michigan
$14.8M -$267K -2,970 -2%
RCM
554
Rockshelter Capital Management
Pennsylvania
$14.7M +$4.47M +49,678 +44%
LS
555
Livforsakringsbolaget Skandia
Sweden
$14.7M +$765K +8,500 +5%
EARNEST Partners
556
EARNEST Partners
Georgia
$14.7M -$1.67M -18,503 -10%
KIA
557
KCM Investment Advisors
California
$14.6M -$11.6K -129 -0.1%
AAIM
558
American Assets Investment Management
California
$14.6M – – –
AP
559
Appleton Partners
Massachusetts
$14.6M +$40.4K +449 +0.3%
DWM
560
Doyle Wealth Management
Florida
$14.5M -$212K -2,352 -1%
HCMNY
561
Howard Capital Management (New York)
New York
$14.5M -$73.8K -820 -0.5%
CCMIC
562
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$14.3M -$591K -6,565 -4%
JG
563
Jefferies Group
New York
$14.3M +$12.6M +140,500 +765%
BIC
564
Beach Investment Counsel
Pennsylvania
$14.3M -$221K -2,454 -2%
MI
565
Markston International
New York
$14.2M -$27.1K -301 -0.2%
SC
566
SouthState Corp
Florida
$14.2M +$669K +7,437 +5%
BCM
567
Bridgeway Capital Management
Texas
$14.2M -$216K -2,400 -2%
LCM
568
Logan Capital Management
Pennsylvania
$14.2M -$1.36M -15,134 -9%
CFG
569
Citizens Financial Group
Rhode Island
$14M +$4.06M +45,085 +41%
WAS
570
Wesleyan Assurance Society
United Kingdom
$13.8M – – –
RHBC
571
R.H. Bluestein & Co
Michigan
$13.8M -$17.9M -198,444 -56%
PAM
572
Private Asset Management
California
$13.7M -$50K -555 -0.4%
NCM
573
Noesis Capital Mangement
Florida
$13.7M -$68.4K -760 -0.5%
KWILP
574
Kiwi Wealth Investments Limited Partnership
New Zealand
$13.7M -$7.12M -79,092 -34%
OSAM
575
O'Shaughnessy Asset Management
Connecticut
$13.7M +$12M +133,714 +747%
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