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 %
AT
926
Arden Trust
Delaware
$5.77M -$510K -5,660 -8%
BAM
927
Boyar Asset Management
New York
$5.77M +$66.5K +739 +1%
HBT
928
Hills Bank & Trust
Iowa
$5.77M +$382K +4,245 +7%
WF
929
WoodTrust Financial
Wisconsin
$5.72M -$65.6K -729 -1%
TAM
930
Tradition Asset Management
Virginia
$5.72M -$278K -3,091 -5%
UAS
931
United Asset Strategies
New York
$5.72M +$2.06M +22,841 +56%
GIA
932
GHP Investment Advisors
Colorado
$5.72M +$51.5K +572 +0.9%
CNB
933
Camden National Bank
Maine
$5.72M +$1.41M +15,640 +33%
VWA
934
Visionary Wealth Advisors
Illinois
$5.7M -$824K -9,155 -13%
WCM
935
Windward Capital Management
California
$5.69M -$96.5K -1,072 -2%
IHL
936
Investment House LLC
California
$5.67M -$478K -5,315 -8%
CFA
937
Carroll Financial Associates
North Carolina
$5.66M -$556K -6,180 -9%
CG
938
Cutler Group
California
$5.65M +$5.61M +62,321 +12,930%
HEIP
939
Hudson Edge Investment Partners
New Jersey
$5.65M +$215K +2,384 +4%
WANY
940
Wealthspire Advisors (New York)
New York
$5.65M +$4.51M +50,143 +398%
IAN
941
Integrated Advisors Network
Texas
$5.64M +$125K +1,390 +2%
GAM
942
Griffin Asset Management
New York
$5.63M +$1.4M +15,523 +33%
BMM
943
Buffington Mohr McNeal
Idaho
$5.6M +$517K +5,739 +10%
PCA
944
Private Capital Advisors
Connecticut
$5.59M -$516K -5,735 -8%
SS
945
Simplicity Solutions
Minnesota
$5.52M +$925K +10,279 +20%
CCT
946
Chemung Canal Trust
New York
$5.52M -$443K -4,924 -7%
SIC
947
Sigma Investment Counselors
Michigan
$5.52M +$88.8K +986 +2%
III
948
Independent Investors Inc
New York
$5.51M -$18.5K -205 -0.3%
PWW
949
Pettyjohn Wood & White
Virginia
$5.5M +$68.4K +760 +1%
LFAS
950
Level Four Advisory Services
Texas
$5.5M -$401K -4,452 -7%
36 37
38
39 40