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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 %
AGC
701
Alden Global Capital
Florida
$9.58M +$9.58M +106,400 New
VV
702
Verity & Verity
South Carolina
$9.49M -$1.09M -12,131 -10%
FCBT
703
First Citizens Bank & Trust
North Carolina
$9.44M -$1.59M -17,613 -14%
CCM
704
Cohen Capital Management
California
$9.36M -$2.37M -26,298 -20%
DMIC
705
Dixon Mitchell Investment Counsel
British Columbia, Canada
$9.35M -$39.3K -436 -0.4%
HFS
706
Haverford Financial Services
Pennsylvania
$9.27M -$32.4K -360 -0.3%
CTA
707
Colonial Trust Advisors
South Carolina
$9.27M +$252K +2,795 +3%
KWM
708
Kingsview Wealth Management
Oregon
$9.24M +$1.41M +15,618 +18%
DA
709
Denali Advisors
California
$9.24M +$3.54M +39,300 +62%
SGK
710
Steigerwald Gordon & Koch
Virginia
$9.23M -$469K -5,205 -5%
RCP
711
Rothschild Capital Partners
New York
$9.21M – – –
PNAA
712
Pictet North America Advisors
Switzerland
$9.16M -$2.02M -22,422 -18%
MCM
713
Murphy Capital Management
New Jersey
$9.16M +$32.4K +360 +0.4%
FDCC
714
Foster Dykema Cabot & Co
Massachusetts
$9.16M +$739K +8,207 +9%
BCM
715
BTC Capital Management
Iowa
$9.16M -$273K -3,026 -3%
EAM
716
Erste Asset Management
Austria
$9.14M +$550K +5,918 +6%
OWD
717
Osborn Williams & Donohoe
Ohio
$9.13M +$280K +3,113 +3%
CWM
718
Cabot Wealth Management
Massachusetts
$9.09M +$84.4K +937 +0.9%
SBIA
719
Sheaff Brock Investment Advisors
Indiana
$9.07M -$264K -2,936 -3%
FFBTD
720
First Financial Bank - Trust Division
Ohio
$9.07M +$88.9K +987 +1%
SWM
721
SVA Wealth Management
Wisconsin
$9.03M -$89.4K -993 -1%
CIA
722
Choate Investment Advisors
Massachusetts
$9.03M +$104K +1,157 +1%
CAN
723
Cetera Advisor Networks
California
$8.99M -$362K -4,025 -4%
NCM
724
Narwhal Capital Management
Georgia
$8.97M +$237K +2,629 +3%
FA
725
FDx Advisors
Illinois
$8.96M +$524K +5,820 +6%
27 28
29
30 31