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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 %
HT
1001
Heritage Trust
Oklahoma
$4.88M +$372K +4,127 +8%
DSC
1002
Duncker Streett & Co
Missouri
$4.85M -$139K -1,548 -3%
IIM
1003
Ipswich Investment Management
Massachusetts
$4.85M -$70K -778 -1%
VanEck Associates
1004
VanEck Associates
New York
$4.83M -$710K -7,885 -13%
AWM
1005
Altium Wealth Management
New York
$4.83M +$761K +8,458 +19%
CAC
1006
Core Alternative Capital
Georgia
$4.83M +$3.07M +34,072 +175%
AW
1007
ACG Wealth
Georgia
$4.82M -$624K -6,936 -11%
SWM
1008
Stockman Wealth Management
Montana
$4.81M +$508K +5,638 +12%
SCM
1009
Schnieders Capital Management
California
$4.79M -$331K -3,676 -6%
MAFM
1010
Mid Atlantic Financial Management
Pennsylvania
$4.79M +$663K +7,368 +16%
MIFH
1011
Migdal Insurance & Financial Holdings
Israel
$4.78M -$14.6M -161,730 -75%
CB
1012
Community Bank
New York
$4.78M -$6.66K -74 -0.1%
DR
1013
Davis Rea
Ontario, Canada
$4.78M -$44.2K -491 -0.9%
TCA
1014
Transcend Capital Advisors
New Jersey
$4.78M +$793K +8,792 +20%
WIM
1015
Wittenberg Investment Management
Massachusetts
$4.77M -$30.1K -334 -0.6%
FMC
1016
First Merchants Corp
Indiana
$4.76M +$1.17K +13 +0%
Cetera Investment Advisers
1017
Cetera Investment Advisers
Illinois
$4.76M +$406K +4,510 +9%
Qube Research & Technologies (QRT)
1018
Qube Research & Technologies (QRT)
United Kingdom
$4.73M +$4.73M +52,546 New
CSM
1019
CAMG Solamere Management
North Carolina
$4.73M +$1.11M +12,287 +31%
FB
1020
Fulton Bank
Pennsylvania
$4.73M +$332K +3,685 +8%
Jane Street
1021
Jane Street
New York
$4.73M -$5.56M -61,712 -54%
RC
1022
RegentAtlantic Capital
New Jersey
$4.73M -$57.8K -642 -1%
DAS
1023
Dynamic Advisor Solutions
Arizona
$4.71M -$59.6K -662 -1%
Wealth Enhancement Advisory Services
1024
Wealth Enhancement Advisory Services
Minnesota
$4.71M +$269K +2,820 +6%
CPIG
1025
Chicago Partners Investment Group
Illinois
$4.71M +$1.99M +20,920 +73%
39 40
41
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