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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 %
EM
1201
Excalibur Management
Massachusetts
$3.4M +$170K +1,890 +5%
LRPA
1202
L. Roy Papp & Associates
Arizona
$3.39M -$5.31K -59 -0.2%
HCA
1203
Horan Capital Advisors
Ohio
$3.39M -$16.6K -184 -0.5%
BP
1204
BBR Partners
New York
$3.39M -$515K -5,724 -13%
FPS
1205
Fieldpoint Private Securities
Connecticut
$3.38M -$26K -289 -0.8%
EFSCE
1206
Enterprise Financial Services Corp (EFSC)
Missouri
$3.38M -$67.1K -746 -2%
KCM
1207
Kornitzer Capital Management
Kansas
$3.36M +$1.57M +17,446 +88%
PWP
1208
Principle Wealth Partners
Connecticut
$3.35M +$363K +4,027 +12%
AOWM
1209
Alpha Omega Wealth Management
Virginia
$3.33M +$1.14M +12,682 +52%
CWM
1210
Chronos Wealth Management
Florida
$3.33M +$143K +1,584 +4%
ACM
1211
Alpha Capital Management
Texas
$3.33M +$97.1K +1,079 +3%
MWM
1212
Marietta Wealth Management
Georgia
$3.33M +$269K +2,985 +9%
JAM
1213
Jolley Asset Management
North Carolina
$3.32M -$137K -1,522 -4%
CS
1214
Comerica Securities
Michigan
$3.32M -$1.37M -15,208 -29%
OCM
1215
One Capital Management
California
$3.32M +$24.3K +270 +0.7%
BCM
1216
Buckhead Capital Management
Georgia
$3.31M -$508K -5,645 -13%
CAM
1217
Centre Asset Management
New York
$3.31M -$489K -5,430 -13%
LOAMS
1218
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.3M +$75.1K +834 +2%
MA
1219
Mutual Advisors
Nebraska
$3.3M +$562K +6,241 +21%
Capital Fund Management (CFM)
1220
Capital Fund Management (CFM)
France
$3.28M +$3.28M +36,424 New
CWG
1221
Cornerstone Wealth Group
North Carolina
$3.28M +$136K +1,511 +4%
FMW
1222
Farr Miller & Washington
District of Columbia
$3.28M -$27.2M -301,828 -89%
SCP
1223
Shorepoint Capital Partners
Massachusetts
$3.27M +$82.6K +917 +3%
GIA
1224
Granite Investment Advisors
New Hampshire
$3.27M -$224K -2,487 -6%
KCMRT
1225
Kemper Corp Master Retirement Trust
Illinois
$3.25M – – –
47 48
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