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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 %
TB
1226
Terril Brothers
Missouri
$3.24M +$44.1K +490 +1%
TW
1227
TrinityPoint Wealth
Connecticut
$3.24M +$1.05M +11,628 +48%
IMOV
1228
Investment Management of Virginia
Virginia
$3.24M -$349K -3,879 -10%
LBC
1229
Lawrence B. Cohen
$3.24M -$60K -667 -2%
DPIM
1230
Duff & Phelps Investment Management
Illinois
$3.23M +$18K +200 +0.6%
IWM
1231
IHT Wealth Management
Illinois
$3.23M +$11.8K +131 +0.4%
CIP
1232
Convergence Investment Partners
Florida
$3.23M +$594K +6,598 +23%
BBP
1233
Banco BTG Pactual
Brazil
$3.22M +$3.22M +35,731 New
NIA
1234
Northstar Investment Advisors
Colorado
$3.2M -$4.01M -44,553 -56%
SIMM
1235
Stillwater Investment Management (Minnesota)
Minnesota
$3.2M +$87K +966 +3%
EP
1236
Eudaimonia Partners
Tennessee
$3.19M +$954K +10,596 +43%
CWM
1237
Concentric Wealth Management
California
$3.18M +$372K +4,130 +13%
BG
1238
Berry Group
Massachusetts
$3.18M +$1.64M +18,207 +106%
SW
1239
SlateStone Wealth
Florida
$3.17M -$21.7K -241 -0.7%
PPW
1240
Parcion Private Wealth
Washington
$3.16M +$133K +1,477 +4%
GIA
1241
Guyasuta Investment Advisors
Pennsylvania
$3.16M -$234K -2,595 -7%
GKFF
1242
George Kaiser Family Foundation
Oklahoma
$3.16M – – –
MFS
1243
Monetta Financial Services
Illinois
$3.15M – – –
6CM
1244
683 Capital Management
New York
$3.15M +$3.15M +35,000 New
MCM
1245
Maple Capital Management
Vermont
$3.15M +$1.35M +15,033 +75%
GVAG
1246
Great Valley Advisor Group
Delaware
$3.14M +$449K +4,991 +17%
SIA
1247
SeaBridge Investment Advisors
New Jersey
$3.14M -$41.4K -460 -1%
FIM
1248
Frontier Investment Management
Texas
$3.14M +$129K +1,435 +4%
BDWM
1249
Brewin Dolphin Wealth Management
Ireland
$3.13M -$54.5K -605 -2%
GD
1250
Grandfield & Dodd
New York
$3.12M +$123K +1,370 +4%
48 49
50
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