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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 %
WCMN
776
Westchester Capital Management (Nebraska)
Nebraska
$7.98M +$11.7K +130 +0.1%
B
777
Bailard
California
$7.94M -$574K -6,375 -7%
AC
778
Alexandria Capital
Virginia
$7.94M +$769K +8,540 +11%
KPCM
779
Kings Point Capital Management
New York
$7.92M +$1M +11,116 +14%
GLLW
780
Graves Light Lenhart Wealth
Virginia
$7.91M +$35.5K +394 +0.5%
CC
781
Courier Capital
New York
$7.89M -$823K -9,237 -9%
HC
782
HNP Capital
New York
$7.89M +$6.05M +67,964 +330%
TTWM
783
TCV Trust & Wealth Management
Virginia
$7.89M -$439K -4,879 -5%
LIM
784
Leavell Investment Management
Alabama
$7.86M -$26.8K -298 -0.3%
HVIA
785
Hudson Valley Investment Advisors
New York
$7.81M -$168K -1,861 -2%
MC
786
Moors & Cabot
Massachusetts
$7.8M -$1.64M -18,132 -17%
SFS
787
Sowell Financial Services
Arkansas
$7.8M +$436K +4,847 +6%
CIS
788
Capital International Sarl
California
$7.79M +$4.7M +52,157 +152%
QI
789
QV Investors
Alberta, Canada
$7.75M -$1.45M -16,118 -16%
WAM
790
Winslow Asset Management
Ohio
$7.73M -$24.5K -272 -0.3%
BHWM
791
Bar Harbor Wealth Management
New Hampshire
$7.73M +$313K +3,476 +4%
HAG
792
HighPoint Advisor Group
Illinois
$7.68M -$285K -3,139 -4%
SCP
793
Stamos Capital Partners
California
$7.67M +$6.06M +67,268 +375%
BIA
794
Biondo Investment Advisors
Pennsylvania
$7.62M -$203K -2,258 -3%
FMLI
795
Fukoku Mutual Life Insurance
Japan
$7.6M -$72K -800 -0.9%
BFIM
796
Beese Fulmer Investment Management
Ohio
$7.6M +$313K +3,475 +4%
RFA
797
Reilly Financial Advisors
California
$7.59M +$6.92M +76,840 +1,034%
GP
798
Girard Partners
Pennsylvania
$7.57M +$464K +5,149 +7%
CCG
799
Cypress Capital Group
Florida
$7.57M -$256K -2,839 -3%
NSEDCP
800
NJ State Employees Deferred Compensation Plan
New Jersey
$7.56M -$810K -9,000 -10%
30 31
32
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