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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 %
CCMD
576
Cypress Capital Management (Delaware)
Delaware
$13.7M -$167K -1,850 -1%
WAM
577
World Asset Management
Michigan
$13.6M -$5.63M -62,559 -29%
CA
578
Cornerstone Advisors
North Carolina
$13.5M -$4.86M -54,000 -26%
TCM
579
Twin Capital Management
Pennsylvania
$13.5M -$81.9K -910 -0.6%
EWM
580
Evercore Wealth Management
New York
$13.4M +$391K +4,338 +3%
LMIM
581
Lockheed Martin Investment Management
Maryland
$13.3M – – –
FAB
582
First American Bank
Illinois
$13.3M +$178K +1,972 +1%
BBVA
583
Banco Bilbao Vizcaya Argentaria
Spain
$13.3M +$5.95M +66,144 +81%
PIA
584
Piedmont Investment Advisors
North Carolina
$13.2M +$4.06M +45,093 +44%
WAM
585
Wilsey Asset Management
California
$13.2M +$400K +4,744 +3%
HLCM
586
Hi-Line Capital Management
South Dakota
$13.2M +$579K +6,434 +5%
I
587
IberiaBank
Louisiana
$13.2M +$698K +7,755 +6%
IC
588
IEQ Capital
California
$13.2M +$4.06M +45,063 +45%
MIM
589
Manitou Investment Management
Ontario, Canada
$13.1M +$4.05M +44,975 +45%
JIM
590
Jupiter Investment Management
United Kingdom
$13.1M -$13M -144,692 -50%
RMC
591
Resources Management Corp
Connecticut
$13.1M -$408K -4,529 -3%
TCOV
592
Trust Company of Vermont
Vermont
$13M +$211K +2,346 +2%
QI
593
QS Investors
New York
$13M -$438K -4,869 -3%
PCM
594
Parsons Capital Management
Rhode Island
$12.8M -$170K -1,885 -1%
RT
595
Rockland Trust
Massachusetts
$12.8M +$1.02M +11,326 +9%
AWM
596
AE Wealth Management
Kansas
$12.8M +$1.62M +17,945 +14%
CDH
597
Charles D. Hyman
$12.7M +$61.5K +683 +0.5%
TIP
598
Torray Investment Partners
Maryland
$12.7M +$3.43M +38,113 +37%
AMI
599
Amica Mutual Insurance
Rhode Island
$12.7M – – –
TSW
600
Thompson Siegel & Walmsley
Virginia
$12.7M +$700K +7,775 +6%
22 23
24
25 26