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 %
SSG
876
Summit Securities Group
New York
$6.36M +$5.51M +61,183 +644%
PA
877
Profund Advisors
Maryland
$6.35M -$6.1M -67,750 -49%
NCM
878
Nelson Capital Management
California
$6.31M +$28.6K +318 +0.5%
PI
879
PFS Investments
Georgia
$6.3M +$1.67M +18,537 +36%
ASN
880
Advisory Services Network
Georgia
$6.26M -$137K -1,518 -2%
FIB
881
First Interstate Bank
Montana
$6.25M -$77.6K -862 -1%
BBNA
882
Bremer Bank National Association
Minnesota
$6.24M +$31K +344 +0.5%
ECM
883
Evergreen Capital Management
Washington
$6.22M +$3.77M +41,840 +154%
SIP
884
Stoneridge Investment Partners
Pennsylvania
$6.21M -$113K -1,251 -2%
RP
885
Rice Partnership
Hawaii
$6.2M +$225K +2,500 +4%
DLCIG
886
D.L. Carlson Investment Group
New Hampshire
$6.2M -$1.1M -12,180 -15%
CA
887
CapWealth Advisors
Tennessee
$6.19M -$143K -1,592 -2%
RAM
888
Riggs Asset Management
Pennsylvania
$6.18M -$372K -4,135 -6%
FA
889
Fagan Associates
New York
$6.17M +$16.6K +184 +0.3%
BRWA
890
B. Riley Wealth Advisors
Florida
$6.16M -$303K -3,360 -5%
BAC
891
Boys Arnold & Co
North Carolina
$6.16M -$58.9K -654 -0.9%
MRCM
892
M&R Capital Management
New Jersey
$6.14M -$496K -5,514 -7%
NG
893
NatWest Group
United Kingdom
$6.13M -$122K -1,352 -2%
GAB
894
German American Bancorp
Indiana
$6.13M +$137K +1,522 +2%
OSNBOA
895
Old Second National Bank of Aurora
Illinois
$6.12M +$99K +1,100 +2%
MYLI
896
Meiji Yasuda Life Insurance
Japan
$6.11M -$885K -9,825 -13%
PPSG
897
Princeton Portfolio Strategies Group
New Jersey
$6.08M +$15K +167 +0.2%
AA
898
Apriem Advisors
California
$6.07M -$319K -3,544 -5%
LNWWM
899
Laird Norton Wetherby Wealth Management
California
$6.07M +$118K +1,312 +2%
VI
900
Vestcor Inc
New Brunswick, Canada
$6.05M +$1.15M +12,765 +23%
34 35
36
37 38