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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 %
SNT
1101
Security National Trust
West Virginia
$4.08M -$55.9K -621 -1%
UTC
1102
Unified Trust Company
Kentucky
$4.08M -$43.7K -486 -1%
SGA
1103
Strategic Global Advisors
California
$4.07M +$1.13M +12,503 +38%
IWA
1104
IBEX Wealth Advisors
New Jersey
$4.07M -$1.72M -19,138 -30%
WCM
1105
Wisconsin Capital Management
Wisconsin
$4.06M +$1.32M +14,635 +48%
EAM
1106
EULAV Asset Management
Florida
$4.05M +$1.08M +12,024 +36%
APSI
1107
Asset Planning Services Inc
Louisiana
$4.05M +$47.3K +525 +1%
PAS
1108
Park Avenue Securities
New York
$4.04M +$334K +3,714 +9%
ACM
1109
Argyle Capital Management
Pennsylvania
$4.04M +$49.5K +550 +1%
CCM
1110
Cadence Capital Management
Massachusetts
$4.04M +$532K +5,913 +15%
CIC
1111
Cornercap Investment Counsel
Georgia
$4.02M -$138K -1,528 -3%
VWA
1112
V Wealth Advisors
Kansas
$4.02M +$1.11M +12,315 +38%
RAM
1113
Redmond Asset Management
Virginia
$3.99M +$2.16K +24 +0.1%
CRCM
1114
Crystal Rock Capital Management
Illinois
$3.97M -$527K -5,850 -12%
IC
1115
Intersect Capital
California
$3.97M -$99.5K -1,105 -2%
HT
1116
HighTower Trust
Texas
$3.96M -$292K -3,242 -7%
Koshinski Asset Management
1117
Koshinski Asset Management
Illinois
$3.96M +$861K +9,563 +28%
LSPW
1118
Lake Street Private Wealth
Illinois
$3.95M -$618K -6,859 -14%
MCP
1119
Martin Capital Partners
Oregon
$3.93M +$10.4K +115 +0.3%
GIP
1120
Granite Investment Partners
California
$3.92M -$70.8K -786 -2%
AAM
1121
Augustine Asset Management
Florida
$3.92M +$319K +3,544 +9%
DDC
1122
DF Dent & Co
Maryland
$3.91M -$4.05K -45 -0.1%
BCCM
1123
Bridge Creek Capital Management
Massachusetts
$3.91M -$13.8K -153 -0.4%
PA
1124
Parallel Advisors
California
$3.9M -$121K -1,339 -3%
BIA
1125
BMT Investment Advisors
Pennsylvania
$3.89M – – –
43 44
45
46 47