JPM icon

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 %
BWAM
1276
Boyd Watterson Asset Management
Ohio
$3.02M +$59.1K +656 +2%
CPC
1277
Congress Park Capital
New York
$3.01M +$464K +5,156 +18%
EGA
1278
E&G Advisors
Texas
$3M -$557K -6,190 -16%
JWCA
1279
J.W. Coons Advisors
Ohio
$3M +$3M +33,327 New
CBTWT
1280
Community Bank & Trust (Waco, Texas)
Texas
$3M +$22.4K +249 +0.8%
FLI
1281
Family Legacy Inc
South Carolina
$2.98M +$33.3K +370 +1%
BA
1282
Baugh & Associates
Georgia
$2.97M -$102K -1,135 -3%
TSWM
1283
Triangle Securities Wealth Management
North Carolina
$2.97M +$195K +2,168 +7%
CL
1284
CPWM LLC
Washington
$2.97M -$395K -4,390 -12%
SBSB
1285
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.97M +$176K +1,953 +6%
FA
1286
FMA Advisory
Pennsylvania
$2.96M -$32.3K -359 -1%
BW
1287
Bison Wealth
Georgia
$2.96M -$90 -1 -0%
MBT
1288
Montecito Bank & Trust
California
$2.96M +$306K +3,401 +12%
SAM
1289
Sawgrass Asset Management
Florida
$2.96M +$446K +4,955 +18%
ST
1290
Spinnaker Trust
Maine
$2.96M +$721K +8,015 +32%
Eagle Capital Management (New York)
1291
Eagle Capital Management (New York)
New York
$2.95M +$1.39M +15,400 +89%
NFG
1292
NewFocus Financial Group
Washington
$2.95M +$372K +4,136 +14%
BDF
1293
Balasa Dinverno & Foltz
$2.95M -$28.1K -312 -0.9%
TBNY
1294
Trustco Bank (New York)
New York
$2.95M -$12.2K -135 -0.4%
IBOK
1295
Independence Bank of Kentucky
Kentucky
$2.94M +$11.8K +131 +0.4%
BKA
1296
Brick & Kyle Associates
Pennsylvania
$2.94M -$47.6K -531 -2%
SCM
1297
Salem Capital Management
Massachusetts
$2.93M -$140K -1,556 -5%
ADL
1298
Asset Dedication LLC
California
$2.93M -$566K -6,280 -16%
AC
1299
Addison Capital
Pennsylvania
$2.93M +$113K +1,255 +4%
AWM
1300
Avior Wealth Management
Nebraska
$2.92M +$50.2K +558 +2%
50 51
52
53 54