JPM icon

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 %
CK
676
Cohen Klingenstein
New York
$10.3M – – –
Wolverine Trading
677
Wolverine Trading
Illinois
$10.2M -$102M -1,092,799 -91%
GCA
678
Greenwood Capital Associates
South Carolina
$10.2M +$1.88M +20,877 +23%
WBG
679
Wharton Business Group
Pennsylvania
$10.1M +$2.13M +23,662 +27%
CBB
680
Citizens Business Bank
California
$10.1M -$1.36M -15,143 -12%
FHA
681
First Horizon Advisors
Tennessee
$10.1M -$243K -2,700 -2%
M
682
MOTCO
Texas
$10.1M +$201K +2,237 +2%
Man Group
683
Man Group
United Kingdom
$10.1M +$671K +7,454 +7%
RGI
684
River Global Investors
United Kingdom
$10.1M -$1.69M -18,724 -14%
FBB
685
Fulton Breakefield Broenniman
Maryland
$10M +$82.9K +921 +0.8%
MA
686
Montag & Associates
Georgia
$10M +$623K +6,922 +7%
AHC
687
Adell Harriman & Carpenter
Texas
$9.97M -$422K -4,685 -4%
VW
688
Vantage Wealth
California
$9.93M +$2.52M +27,995 +34%
CWM
689
Calamos Wealth Management
Illinois
$9.89M +$62.7K +696 +0.6%
AP
690
Archon Partners
New Jersey
$9.86M +$3.92M +43,500 +66%
WFMPM
691
Woodley Farra Manion Portfolio Management
Indiana
$9.84M +$45.7K +508 +0.5%
SCA
692
Stonebridge Capital Advisors
Minnesota
$9.81M -$174K -1,933 -2%
WP
693
WealthPLAN Partners
Nebraska
$9.8M +$1.43M +16,375 +17%
BHIA
694
Birch Hill Investment Advisors
Massachusetts
$9.71M -$46.6K -518 -0.5%
Carson Wealth (CWM LLC)
695
Carson Wealth (CWM LLC)
Nebraska
$9.7M – – –
CA
696
Cetera Advisors
Colorado
$9.69M +$780K +8,664 +9%
CIA
697
CCM Investment Advisers
South Carolina
$9.68M -$129K -1,435 -1%
MYAM
698
Meiji Yasuda Asset Management
Japan
$9.66M -$2.35M -26,118 -20%
NPF
699
Norris Perne & French
Michigan
$9.6M +$281K +3,124 +3%
GC
700
Gratus Capital
Georgia
$9.59M +$1.26M +14,015 +15%
26 27
28
29 30