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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 %
PL
851
Parkwood LLC
Ohio
$6.72M +$406K +4,505 +6%
MCM
852
Maryland Capital Management
Maryland
$6.7M +$1.6M +17,752 +31%
VAS
853
Vestmark Advisory Solutions
Massachusetts
$6.7M +$5.76M +63,998 +617%
FPCG
854
Fort Pitt Capital Group
Pennsylvania
$6.69M +$390K +4,329 +6%
PAM
855
Premier Asset Management
Illinois
$6.67M -$449K -4,990 -6%
FTC
856
Farmers Trust Company
Ohio
$6.63M -$25.9K -288 -0.4%
JWBC
857
J.W. Burns & Co
New York
$6.61M -$1.89K -21 -0%
PTC
858
Private Trust Company
Ohio
$6.6M -$1.17M -13,034 -15%
MERSOM
859
Municipal Employees' Retirement System of Michigan
Michigan
$6.57M -$42.3K -470 -0.6%
WIC
860
WealthBridge Investment Counsel
Alberta, Canada
$6.56M -$439K -4,875 -6%
AAM
861
Autus Asset Management
Arizona
$6.55M +$297K +3,300 +5%
TPCW
862
TD Private Client Wealth
New York
$6.53M -$428K -4,753 -6%
FCT
863
Family Capital Trust
Massachusetts
$6.51M -$4.41K -38 -0.1%
NEI
864
Northwest & Ethical Investments
Ontario, Canada
$6.5M -$995K -11,052 -13%
RWA
865
Ropes Wealth Advisors
Massachusetts
$6.49M -$507K -5,629 -7%
AC
866
Addenda Capital
Quebec, Canada
$6.49M +$1.19M +13,268 +23%
AHC
867
Anderson Hoagland & Co
Missouri
$6.46M +$679K +7,405 +12%
SC
868
Skylands Capital
Wisconsin
$6.45M -$488K -5,425 -7%
BONST
869
Bank of Nova Scotia Trust
Ontario, Canada
$6.45M +$270 +3 +0%
HC
870
Hendley & Co
Ohio
$6.44M -$42.8K -475 -0.7%
BCMO
871
Buckingham Capital Management (Ohio)
Ohio
$6.42M -$1.11M -12,315 -15%
CEP
872
Chicago Equity Partners
Illinois
$6.4M +$556K +6,175 +10%
AIM
873
AMI Investment Management
Indiana
$6.39M -$160K -1,772 -2%
GJCM
874
Grand Jean Capital Management
California
$6.38M -$2.64M -29,319 -29%
TC
875
Telemus Capital
Michigan
$6.36M +$518K +5,322 +9%
33 34
35
36 37