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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 %
BOH
826
Bank of Hawaii
Hawaii
$7.12M +$187K +2,081 +3%
BOTW
827
Bank of the West
California
$7.09M +$2.23M +24,767 +46%
EVM
828
Evelyn V. Moreno
$7.09M -$80.8K -897 -1%
IEFM
829
IQ EQ Fund Management
Ireland
$7.08M -$1.06M -11,724 -13%
IRF
830
IBM Retirement Fund
New York
$7.07M +$2.51M +27,908 +55%
KFP
831
KMG Fiduciary Partners
Ohio
$7.02M -$26.3K -292 -0.4%
PAM
832
Peak Asset Management
Colorado
$7.01M +$471K +5,236 +7%
PAIM
833
Punch & Associates Investment Management
Minnesota
$6.95M +$101K +1,123 +1%
VIP
834
Vantage Investment Partners
Missouri
$6.95M +$290K +3,221 +4%
FWM
835
Frontier Wealth Management
Missouri
$6.95M +$3.36M +37,303 +94%
APA
836
American Portfolios Advisors
New York
$6.93M -$2.92M -32,435 -30%
SHGA
837
Sand Hill Global Advisors
California
$6.91M -$51.5K -572 -0.7%
1IA
838
1834 Investment Advisors
Wisconsin
$6.87M -$1.97M -21,852 -22%
BFA
839
Bragg Financial Advisors
North Carolina
$6.83M +$808K +8,980 +13%
PPCM
840
Pillar Pacific Capital Management
California
$6.83M +$16K +178 +0.2%
IM
841
Islet Management
New York
$6.82M +$6.82M +75,800 New
PI
842
Pettee Investors
Connecticut
$6.82M -$18K -200 -0.3%
CAM
843
Cypress Asset Management
Texas
$6.8M -$3.96K -44 -0.1%
HRC
844
Hoertkorn Richard Charles
$6.79M -$477K -5,300 -7%
RPC
845
Rossmore Private Capital
Connecticut
$6.78M +$1.68M +18,683 +33%
RWP
846
RWA Wealth Partners
Massachusetts
$6.75M -$46.6K -518 -0.7%
MP
847
MSD Partners
New York
$6.75M – – –
IMPI
848
Ilmarinen Mutual Pension Insurance
Finland
$6.75M +$6.75M +75,000 New
NC
849
Naman Capital
Brazil
$6.75M +$6.75M +75,000 New
SAM
850
Security Asset Management
New York
$6.75M -$180K -1,998 -3%
32 33
34
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