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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 %
RC
651
RBO & Co
California
$11.2M -$21.5K -239 -0.2%
GI
652
Gradient Investments
Minnesota
$11.2M +$1.63M +18,067 +17%
Cerity Partners
653
Cerity Partners
New York
$11.1M +$241K +2,675 +2%
AWM
654
Absher Wealth Management
North Carolina
$11.1M +$425K +4,716 +4%
AAP
655
Aristotle Atlantic Partners
Florida
$11.1M +$223K +2,473 +2%
6M
656
6 Meridian
Kansas
$11.1M +$4.41M +48,953 +66%
Credit Agricole
657
Credit Agricole
France
$11.1M -$316K -3,508 -3%
AJ
658
Ashburton (Jersey)
Jersey
$11.1M – – –
TBA
659
Tower Bridge Advisors
Pennsylvania
$11M +$1.28M +14,237 +13%
KCM
660
Kanawha Capital Management
Virginia
$11M +$150K +1,671 +1%
EWM
661
Edge Wealth Management
New York
$11M +$1.9M +20,851 +21%
NB
662
NBT Bank
New York
$10.9M -$58K -644 -0.5%
BCV
663
Banque Cantonale Vaudoise
Switzerland
$10.9M +$457K +5,076 +4%
ACH
664
ArrowMark Colorado Holdings
Colorado
$10.9M +$1.04M +11,595 +11%
WB
665
Webster Bank
Connecticut
$10.9M -$909K -10,100 -8%
GAI
666
General American Investors
New York
$10.8M -$3.15M -35,000 -23%
BCP
667
Blue Chip Partners
Michigan
$10.8M -$351K -3,894 -3%
Impax Asset Management Group
668
Impax Asset Management Group
United Kingdom
$10.7M -$5.08M -56,458 -32%
CIS
669
Connors Investor Services
Pennsylvania
$10.7M +$3.57M +39,639 +50%
FPCM
670
Financial Partners Capital Management
New York
$10.7M +$10.7M +118,465 New
EWM
671
Endurance Wealth Management
Rhode Island
$10.5M -$144K -1,598 -1%
AP
672
Advisor Partners
California
$10.5M -$1.12M -12,412 -10%
JMFC
673
J.M. Forbes & Co
Massachusetts
$10.3M +$1.36M +15,081 +15%
UR
674
USCA RIA
Texas
$10.3M +$1.6M +17,745 +18%
CANC
675
Culbertson A N & Co
Virginia
$10.3M -$76.5K -850 -0.7%
25 26
27
28 29