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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 %
ISB
976
Iowa State Bank
Iowa
$5.15M -$136K -1,507 -3%
NWM
977
Nicola Wealth Management
British Columbia, Canada
$5.13M -$2.97M -33,000 -37%
WS
978
Wedbush Securities
California
$5.13M +$484K +5,378 +10%
VFA
979
Voya Financial Advisors
Connecticut
$5.13M +$167K +1,787 +3%
BS
980
Boenning & Scattergood
Pennsylvania
$5.09M +$292K +3,242 +6%
PWM
981
Perigon Wealth Management
California
$5.08M +$341K +3,315 +7%
ACA
982
Aptus Capital Advisors
Alabama
$5.07M +$255K +2,832 +5%
AIMCA
983
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.05M +$5.05M +56,100 New
BFO
984
Boston Family Office
Massachusetts
$5.05M -$83.5K -928 -2%
CEI
985
Clark Estates Inc
New York
$5.04M -$3.11M -34,500 -38%
HA
986
Hamel Associates
New Jersey
$5.02M +$277K +3,080 +6%
BFM
987
Boston Financial Management
Massachusetts
$5.02M -$21.8M -241,694 -81%
ACM
988
Alta Capital Management
Utah
$5M +$1.52M +16,923 +44%
ECM
989
ETrade Capital Management
Virginia
$5M -$50K -555 -1%
NAM
990
NorthCoast Asset Management
Connecticut
$4.99M +$4.99M +55,426 New
FAT
991
First American Trust
California
$4.98M +$36K +400 +0.7%
DWT
992
Dorsey & Whitney Trust
South Dakota
$4.97M -$27.4K -304 -0.5%
BSW
993
Buckingham Strategic Wealth
Missouri
$4.97M +$820K +9,114 +20%
VAS
994
Valicenti Advisory Services
New York
$4.97M +$437K +4,856 +10%
QCG
995
Quadrant Capital Group
Ohio
$4.95M -$163K -1,804 -3%
IPGDR
996
Investidor Profissional Gestao de Recursos
Brazil
$4.94M +$4.94M +54,863 New
MCM
997
Mengis Capital Management
Oregon
$4.93M +$108K +1,195 +2%
BIP
998
Brandes Investment Partners
California
$4.93M +$214K +2,381 +5%
LWANC
999
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.92M +$199K +2,214 +4%
GCM
1000
Garland Capital Management
Washington
$4.92M -$104K -1,150 -2%
38 39
40
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