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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 %
GJIC
1026
Gamble Jones Investment Counsel
California
$4.68M -$115K -1,277 -2%
RC
1027
Roundview Capital
New Jersey
$4.67M +$192K +2,131 +4%
PT
1028
Plimoth Trust
Massachusetts
$4.67M -$331K -3,682 -7%
BCA
1029
Bray Capital Advisors
Florida
$4.67M -$28.1K -312 -0.6%
SC
1030
Schulhoff & Co
Ohio
$4.66M -$370K -4,105 -7%
PGAM
1031
Princeton Global Asset Management
New Jersey
$4.64M +$212K +2,351 +5%
EAMA
1032
EFG Asset Management (Americas)
Florida
$4.64M -$8.88M -98,341 -66%
CCP
1033
Cunning Capital Partners
North Carolina
$4.63M +$4.63M +51,450 New
LWCFA
1034
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.6M -$232K -2,573 -5%
TC
1035
TownSquare Capital
Utah
$4.59M +$601K +6,449 +15%
MC
1036
Miramar Capital
Illinois
$4.58M +$53.7K +596 +1%
CFA
1037
Capstone Financial Advisors
Illinois
$4.57M -$77K -855 -2%
BO
1038
BRR OpCo
Ohio
$4.56M +$1.98K +22 +0%
CCMINC
1039
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.55M -$143K -1,587 -3%
TFS
1040
Thoroughbred Financial Services
Tennessee
$4.55M +$497K +5,524 +12%
CCM
1041
Crossvault Capital Management
Texas
$4.53M -$295K -3,275 -6%
SA
1042
Strategic Advisors
New York
$4.52M -$84.2K -893 -2%
MHS
1043
M Holdings Securities
Oregon
$4.52M +$1.81M +20,057 +67%
Hudson Bay Capital Management
1044
Hudson Bay Capital Management
Connecticut
$4.5M +$4.5M +50,000 New
TCM
1045
Taal Capital Management
Massachusetts
$4.5M +$4.5M +50,000 New
CBN
1046
Cadence Bank NA
Texas
$4.5M -$259K -2,876 -5%
PL
1047
Parthenon LLC
Kentucky
$4.5M +$320K +3,558 +8%
LBD
1048
Landsberg Bennett & Dubbaneh
Florida
$4.5M -$204K -2,327 -4%
EGM
1049
Engineers Gate Manager
New York
$4.49M +$4.25M +47,184 +1,724%
NPT
1050
Nixon Peabody Trust
Massachusetts
$4.49M -$50.3K -559 -1%
40 41
42
43 44