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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 %
HIP
1151
Harrell Investment Partners
Texas
$3.71M +$220K +2,447 +6%
SC
1152
Savant Capital
Illinois
$3.7M +$745K +8,277 +25%
HCM
1153
Howland Capital Management
Massachusetts
$3.69M -$25.8K -287 -0.7%
GL
1154
Graypoint LLC
New York
$3.69M +$3.69M +40,939 New
IB
1155
Intrust Bank
Kansas
$3.68M -$247K -2,745 -6%
LA
1156
LVW Advisors
New York
$3.68M +$791K +8,788 +27%
BAM
1157
Brave Asset Management
New Jersey
$3.68M -$46.5K -516 -1%
HCA
1158
Harbour Capital Advisors
Virginia
$3.67M +$32.5K +361 +0.9%
TCM
1159
Traynor Capital Management
Pennsylvania
$3.67M +$205K +2,276 +6%
MC
1160
MRJ Capital
New York
$3.67M -$1.67M -18,605 -31%
MOS
1161
MGO One Seven
Ohio
$3.67M -$333K -3,697 -8%
OFG
1162
Oxford Financial Group
Indiana
$3.66M +$3.66M +40,695 New
PAM
1163
Paradigm Asset Management
New York
$3.65M – – –
CWS
1164
Cypress Wealth Services
California
$3.65M +$74.6K +829 +2%
BCM
1165
Brookmont Capital Management
Texas
$3.65M -$101K -1,120 -3%
WPP
1166
Whalerock Point Partners
Rhode Island
$3.64M +$172K +1,912 +5%
FMTC
1167
Farmers & Merchants Trust Company
California
$3.64M +$58K +644 +2%
TA
1168
Tiedemann Advisors
New York
$3.63M -$273K -3,033 -7%
SCA
1169
Snowden Capital Advisors
New York
$3.61M +$40K +444 +1%
PJSIMP
1170
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.6M -$2.7K -30 -0.1%
GJL
1171
Gendell Jeffrey L
$3.6M +$3.6M +40,000 New
CCM
1172
Coldstream Capital Management
Washington
$3.6M -$284K -3,151 -7%
VST
1173
Van Strum & Towne
California
$3.59M -$33.3K -370 -0.9%
CCM
1174
Copeland Capital Management
Pennsylvania
$3.59M +$688K +7,644 +24%
BAAM
1175
Baker Avenue Asset Management
California
$3.58M +$98.6K +1,095 +3%
45 46
47
48 49