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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 %
BA
1176
Bristlecone Advisors
Washington
$3.58M -$875K -9,718 -20%
KCM
1177
Karp Capital Management
California
$3.56M +$360K +3,996 +11%
QF
1178
QVT Financial
New York
$3.56M – – –
ACP
1179
Aviance Capital Partners
Florida
$3.56M +$9.36K +104 +0.3%
FSA
1180
Fort Sheridan Advisors
Illinois
$3.55M +$196K +2,172 +6%
SMFG
1181
Sumitomo Mitsui Financial Group
Japan
$3.55M +$679K +7,540 +24%
CNC
1182
Citizens & Northern Corp
Pennsylvania
$3.54M +$151K +1,682 +4%
DIP
1183
DT Investment Partners
Pennsylvania
$3.53M -$151K -1,674 -4%
SCM
1184
Silvant Capital Management
Georgia
$3.52M – – –
SFO
1185
Stokes Family Office
Louisiana
$3.51M +$438K +4,862 +14%
AWM
1186
Avitas Wealth Management
California
$3.51M -$1.49M -16,540 -30%
KA
1187
Kintegral Advisory
New York
$3.51M +$392K +4,358 +13%
WIC
1188
Woodmont Investment Counsel
Tennessee
$3.5M +$459K +5,103 +15%
CSA
1189
Cottage Street Advisors
Massachusetts
$3.5M +$1.26K +14 +0%
DGHMC
1190
Dalton, Greiner, Hartman, Maher & Co
New York
$3.49M -$5.08M -56,462 -59%
BEAM
1191
Baker Ellis Asset Management
Washington
$3.49M +$265K +2,942 +8%
GLA
1192
Great Lakes Advisors
Illinois
$3.48M +$1.84M +20,465 +113%
SIC
1193
SFE Investment Counsel
California
$3.46M -$153K -1,699 -4%
EFS
1194
Essex Financial Services
Connecticut
$3.46M +$52K +578 +2%
ST
1195
Somerset Trust
Pennsylvania
$3.45M -$33.8K -375 -1%
AAMA
1196
Advanced Asset Management Advisors
Ohio
$3.44M +$9.45K +105 +0.3%
LPIC
1197
LeJeune Puetz Investment Counsel
Michigan
$3.44M +$237K +2,631 +7%
SP
1198
Symmetry Partners
Connecticut
$3.41M +$278K +3,093 +9%
RMSCM
1199
R.M. Sincerbeaux Capital Management
New York
$3.41M -$27K -300 -0.8%
CCG
1200
Chatham Capital Group
Georgia
$3.41M -$29.7K -330 -0.9%
46 47
48
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