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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 %
GIM
1051
Goelzer Investment Management
Indiana
$4.48M -$30.1K -334 -0.7%
Lido Advisors
1052
Lido Advisors
California
$4.47M -$882K -9,793 -16%
EH
1053
Employers Holdings
Nevada
$4.47M +$412K +4,575 +10%
AIA
1054
Allied Investment Advisors
Montana
$4.47M +$201K +2,238 +5%
SEIA
1055
Signature Estate & Investment Advisors
California
$4.46M +$316K +3,510 +8%
AWP
1056
Ascent Wealth Partners
New York
$4.43M -$23.6K -262 -0.5%
ECM
1057
Exchange Capital Management
Michigan
$4.43M -$350K -3,887 -7%
GT
1058
Greenleaf Trust
Michigan
$4.43M -$598K -6,641 -12%
FMWA
1059
Forvis Mazars Wealth Advisors
Missouri
$4.42M +$34.4K +382 +0.8%
MWNA
1060
Marshall Wace North America
New York
$4.41M +$4.41M +48,984 New
CHAM
1061
Clear Harbor Asset Management
Connecticut
$4.39M -$363K -4,028 -8%
AIA
1062
AGF Investments America
Ontario, Canada
$4.39M +$62.6K +695 +1%
SBL
1063
Sargent Bickham Lagudis
Colorado
$4.38M +$352K +3,906 +9%
AWM
1064
Altavista Wealth Management
North Carolina
$4.37M +$348K +3,861 +9%
CCM
1065
CWH Capital Management
Washington
$4.35M -$315K -3,495 -7%
ACM
1066
Adalta Capital Management
New York
$4.34M -$161K -1,794 -4%
ECM
1067
EagleClaw Capital Management
Massachusetts
$4.34M -$18.9K -210 -0.4%
VWM
1068
Valley Wealth Managers
New Jersey
$4.34M +$211K +2,347 +5%
OAM
1069
Origin Asset Management
United Kingdom
$4.34M -$4.81M -53,450 -53%
CNBTD
1070
Citizens National Bank Trust Department
Mississippi
$4.33M +$4.33M +48,045 New
NMIFOAC
1071
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$4.31M – – –
RCM
1072
Radnor Capital Management
Pennsylvania
$4.31M -$720 -8 -0%
SCA
1073
Spearhead Capital Advisors
Florida
$4.29M +$756K +8,400 +21%
HIA
1074
Harbor Investment Advisory
Maryland
$4.28M +$75.4K +837 +2%
WC
1075
Woodstock Corp
Massachusetts
$4.27M -$52.2K -580 -1%
41 42
43
44 45