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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 %
AFG
626
Albion Financial Group
Utah
$11.8M +$65.8K +731 +0.6%
SCA
627
Stillwater Capital Advisors
Pennsylvania
$11.8M +$25.6K +284 +0.2%
JPMIA
628
J.P. Marvel Investment Advisors
Massachusetts
$11.8M -$54.9K -610 -0.5%
FMII
629
Farmers & Merchants Investments Inc
Nebraska
$11.8M +$89.5K +994 +0.8%
11A
630
10-15 Associates
New York
$11.8M -$234K -2,596 -2%
ECG
631
Edge Capital Group
Georgia
$11.7M +$9.08M +100,828 +343%
CIC
632
Crawford Investment Counsel
Georgia
$11.7M +$722K +8,024 +7%
AUB
633
Atlantic Union Bankshares
Virginia
$11.7M -$119K -1,317 -1%
SB
634
Simmons Bank
Arkansas
$11.7M +$2.38M +26,397 +25%
BBHC
635
Brown Brothers Harriman & Co
New York
$11.7M -$239K -2,657 -2%
BPC
636
Banque Pictet & Cie
Switzerland
$11.6M -$2.07M -22,942 -15%
TNB
637
Thomasville National Bank
Georgia
$11.6M -$238K -2,023 -2%
GIM
638
Grassi Investment Management
California
$11.6M -$337K -3,746 -3%
AF
639
Alerus Financial
North Dakota
$11.5M -$223K -2,477 -2%
VC
640
Vestor Capital
Illinois
$11.5M -$2.26M -25,157 -16%
CA
641
Callahan Advisors
Texas
$11.5M -$497K -5,525 -4%
Wealthfront Advisers
642
Wealthfront Advisers
California
$11.5M -$2.94M -32,683 -20%
CC
643
Cannell & Co
New York
$11.4M +$1.24M +13,720 +12%
AC
644
Allstate Corporation
Illinois
$11.4M -$17.9M -198,393 -61%
TNB
645
TCF National Bank
South Dakota
$11.3M +$55.4K +615 +0.5%
BUB
646
BBVA USA Bancshares
Texas
$11.3M -$307K -3,409 -3%
KOCAA
647
Knights of Columbus Asset Advisors
Connecticut
$11.3M -$2.45M -27,238 -18%
OC
648
Oakworth Capital
Alabama
$11.3M +$260K +2,889 +2%
MC
649
Middleton & Co
Massachusetts
$11.2M -$27.5K -305 -0.2%
UBV
650
United Bank (Virginia)
Virginia
$11.2M -$1.71M -19,048 -13%
24 25
26
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