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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 %
BWFA
726
Baltimore-Washington Financial Advisors
Maryland
$8.94M +$224K +2,488 +3%
Westfield Capital Management
727
Westfield Capital Management
Massachusetts
$8.9M +$135K +1,500 +2%
KCP
728
KDI Capital Partners
North Carolina
$8.88M -$801K -8,895 -8%
IA
729
Icon Advisers
Colorado
$8.87M +$90K +1,000 +1%
PC
730
PointState Capital
New York
$8.85M -$4.09M -45,430 -32%
FM
731
Foster & Motley
Ohio
$8.85M +$742K +8,239 +9%
BAS
732
Brown Advisory Securities
Maryland
$8.79M +$103K +1,155 +1%
UIM
733
USS Investment Management
United Kingdom
$8.78M +$8.78M +97,469 New
GW
734
GW & Wade
Massachusetts
$8.78M +$1.73M +19,200 +25%
1SB
735
1ST Source Bank
Indiana
$8.78M +$40.7K +452 +0.5%
LIA
736
LS Investment Advisors
Michigan
$8.76M -$1.75M -19,488 -17%
WTB
737
Washington Trust Bank
Washington
$8.74M -$474K -5,270 -5%
CI
738
Cigna Investments
Connecticut
$8.71M +$422K +4,685 +5%
VFA
739
Valeo Financial Advisors
Indiana
$8.68M +$227K +2,222 +3%
GAM
740
Gotham Asset Management
New York
$8.65M -$4.68M -52,008 -35%
LNB
741
Ledyard National Bank
$8.65M +$7.33M +81,374 +553%
DBT
742
Dubuque Bank & Trust
Iowa
$8.65M -$703K -7,810 -8%
PIM
743
Penobscot Investment Management
Massachusetts
$8.6M +$205K +2,281 +2%
KRSITF
744
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.56M +$1.87M +20,785 +28%
DY
745
Dowling & Yahnke
California
$8.56M -$251K -2,785 -3%
RIM
746
Regent Investment Management
Kentucky
$8.54M -$244K -2,715 -3%
CCFCSB
747
Cape Cod Five Cents Savings Bank
Massachusetts
$8.52M +$23.5K +261 +0.3%
CBOR
748
Community Bank of Raymore
Missouri
$8.51M -$11.7K -130 -0.1%
NCM
749
Novare Capital Management
North Carolina
$8.51M +$295K +3,277 +4%
CCP
750
Corient Capital Partners
California
$8.5M -$324K -3,597 -4%
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30
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