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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 %
TIM
801
Thompson Investment Management
Wisconsin
$7.53M -$81.6K -906 -1%
GP
802
Greenline Partners
New York
$7.49M -$434K -4,819 -5%
MWM
803
Meridian Wealth Management
Kentucky
$7.43M +$424K +4,710 +6%
SW
804
SteelPeak Wealth
California
$7.43M +$1.31M +14,495 +21%
H
805
HoyleCohen
California
$7.4M +$171K +1,901 +2%
BFEC
806
Benjamin F. Edwards & Company
Missouri
$7.38M +$919K +10,203 +14%
VWM
807
Venturi Wealth Management
Texas
$7.36M -$264K -2,937 -3%
OMC
808
Overbrook Management Corp
New York
$7.31M -$1.57M -17,459 -18%
LPT
809
Legacy Private Trust
Wisconsin
$7.31M -$438K -4,864 -6%
CM
810
Capula Management
Cayman Islands
$7.29M +$7.29M +80,952 New
SCM
811
Shelton Capital Management
Colorado
$7.28M -$4.56M -50,651 -39%
FC
812
Ferris Capital
Massachusetts
$7.27M +$69.4K +771 +1%
CAM
813
Close Asset Management
United Kingdom
$7.27M +$159K +1,765 +2%
SPC
814
Sigma Planning Corp
Michigan
$7.27M -$1.19M -13,226 -14%
BDS
815
Banco de Sabadell
Florida
$7.26M -$2.88M -31,453 -28%
WC
816
Whitney & Co
New York
$7.23M +$146K +1,620 +2%
WSCM
817
Wellington Shields Capital Management
New York
$7.22M +$423K +4,698 +6%
FMBTD
818
First Midwest Bank Trust Division
Illinois
$7.2M -$703K -7,810 -9%
DWA
819
Douglass Winthrop Advisors
New York
$7.19M +$166K +1,848 +2%
CCM
820
Compton Capital Management
Rhode Island
$7.19M +$125K +1,385 +2%
SFS
821
Strategic Financial Services
New York
$7.17M +$1.11M +12,316 +18%
ECM
822
Everence Capital Management
Indiana
$7.15M – – –
JAM
823
JCIC Asset Management
Ontario, Canada
$7.14M -$2.49M -27,633 -26%
BII
824
Bainco International Investors
Massachusetts
$7.13M -$763K -8,472 -10%
AAM
825
AR Asset Management
California
$7.12M -$180K -2,000 -2%
31 32
33
34 35