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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 %
CAL
1326
Capital Analysts LLC
Pennsylvania
$2.82M -$130K -1,448 -4%
BC
1327
Burney Company
Virginia
$2.81M -$203K -2,256 -7%
NNP
1328
Nachman Norwood & Parrott
South Carolina
$2.81M +$16.3K +181 +0.6%
VRM
1329
Vectors Research Management
New York
$2.81M +$965K +10,714 +52%
COI
1330
Connable Office Inc
Michigan
$2.8M +$719K +7,988 +34%
KLCM
1331
KG&L Capital Management
Louisiana
$2.8M +$143K +1,588 +5%
DA
1332
Dillon & Associates
Michigan
$2.8M +$299K +3,318 +12%
PP
1333
Pegasus Partners
Wisconsin
$2.8M -$432K -4,793 -13%
NB
1334
Northwest Bancshares
Pennsylvania
$2.79M +$16.8K +186 +0.6%
FFN
1335
Focus Financial Network
Minnesota
$2.79M +$34.9K +388 +1%
BIMC
1336
Benson Investment Management Company
Virginia
$2.79M +$30.6K +340 +1%
SA
1337
SRH Advisors
Kansas
$2.78M +$2.48M +27,500 +819%
OIA
1338
Optimum Investment Advisors
Illinois
$2.77M +$9K +100 +0.3%
OLA
1339
Oliver Luxxe Assets
New Jersey
$2.76M +$115K +1,218 +4%
ST
1340
Smithfield Trust
Pennsylvania
$2.75M -$103K -1,148 -4%
IWC
1341
Integrated Wealth Concepts
Massachusetts
$2.74M +$769K +8,535 +39%
HIS
1342
Horizon Investment Services
Indiana
$2.74M -$118K -1,311 -4%
WPA
1343
Winning Points Advisors
Florida
$2.73M -$27.2K -303 -1%
WPW
1344
Waldron Private Wealth
Pennsylvania
$2.73M -$130K -1,442 -5%
PG
1345
Patten Group
Tennessee
$2.71M -$233K -2,590 -8%
UCMOK
1346
United Capital Management of KS
Kansas
$2.7M +$302K +3,354 +13%
VFM
1347
Viking Fund Management
North Dakota
$2.7M -$90K -1,000 -3%
ODCM
1348
Old Dominion Capital Management
Virginia
$2.7M -$65.8K -731 -2%
AH
1349
Allen Holding
New York
$2.7M – – –
BL
1350
Bleichroeder LP
New York
$2.7M – – –
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