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 %
CIA
751
Capital Investment Advisors
Georgia
$8.49M +$91.2K +1,013 +1%
DP
752
Dearborn Partners
Illinois
$8.49M +$248K +2,755 +3%
FG
753
Fiduciary Group
Georgia
$8.48M +$318K +3,530 +4%
CAM
754
Cresset Asset Management
Illinois
$8.47M +$852K +9,464 +11%
AIP
755
Ameritas Investment Partners
Nebraska
$8.43M -$204K -2,262 -2%
TU
756
TDAM USA
Ontario, Canada
$8.41M -$108K -1,197 -1%
CCC
757
Cincinnati Casualty Company
Ohio
$8.37M – – –
CSUI
758
Cincinnati Specialty Underwriters Insurance
Ohio
$8.37M – – –
OCM
759
Oakwood Capital Management
California
$8.34M +$83.3K +925 +1%
FNFDCM
760
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.32M -$179K -1,987 -2%
RBA
761
Richard Bernstein Advisors
New York
$8.3M – – –
YL
762
YCG LLC
Texas
$8.29M -$1.01M -11,541 -11%
BC
763
Brinker Capital
Pennsylvania
$8.28M -$1.27M -14,116 -13%
IIM
764
Intact Investment Management
Quebec, Canada
$8.26M -$658K -7,300 -7%
SLI
765
Sumitomo Life Insurance
Japan
$8.25M +$136K +1,511 +2%
SAM
766
Strategy Asset Managers
California
$8.21M -$454K -5,037 -5%
ERIM
767
Eagle Ridge Investment Management
Connecticut
$8.2M -$945K -10,499 -10%
SFA
768
Spectrum Financial Alliance
Kentucky
$8.16M +$110K +1,286 +1%
CWM
769
Circle Wealth Management
New Jersey
$8.15M +$818K +9,142 +11%
WI
770
Wintrust Investments
Illinois
$8.14M +$167K +1,852 +2%
LW
771
Linscomb Wealth
Texas
$8.13M +$421K +4,675 +5%
AAS
772
Avantax Advisory Services
Texas
$8.11M +$782K +8,674 +11%
CFC
773
Cincinnati Financial Corp
Ohio
$8.1M – – –
IAA
774
Independent Advisor Alliance
North Carolina
$8.07M +$289K +3,208 +4%
BCM
775
Bourgeon Capital Management
Connecticut
$8.06M +$2.2M +24,447 +38%
29 30
31
32 33