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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 %
LOAME
1376
Lombard Odier Asset Management (Europe)
United Kingdom
$2.58M -$6.23M -69,192 -71%
TNA
1377
True North Advisors
Texas
$2.58M +$430K +4,774 +20%
CIP
1378
Capital Insight Partners
Arizona
$2.57M +$995K +11,048 +63%
BA
1379
Birinyi Associates
Connecticut
$2.57M +$9K +100 +0.4%
PAM
1380
Pegasus Asset Management
New York
$2.57M +$34.8K +387 +1%
BSB
1381
Bangor Savings Bank
Maine
$2.57M -$99.4K -1,104 -4%
AC
1382
Asio Capital
Kentucky
$2.57M +$167K +1,857 +7%
PI
1383
Parkside Investments
Illinois
$2.57M -$359K -3,993 -12%
MPM
1384
Meritage Portfolio Management
Kansas
$2.57M -$194K -2,160 -7%
RDWM
1385
Red Door Wealth Management
Tennessee
$2.56M +$286K +3,172 +13%
LC
1386
Lincoln Capital
Nebraska
$2.56M +$1.79M +19,920 +234%
ANRIA
1387
American National Registered Investment Advisor
Texas
$2.54M – – –
HCM
1388
Hall Capital Management
Rhode Island
$2.54M -$717K -7,968 -22%
FA
1389
FCG Advisors
New Jersey
$2.54M +$11.3K +126 +0.4%
IC
1390
Investment Counsel
Michigan
$2.53M -$18K -200 -0.7%
HCM
1391
Hodges Capital Management
Texas
$2.53M -$593K -6,591 -19%
PTC
1392
Philadelphia Trust Company
Pennsylvania
$2.53M -$241K -2,675 -9%
GDP
1393
Great Diamond Partners
Maine
$2.52M +$129K +1,436 +5%
ATI
1394
Act Two Investors
California
$2.52M – – –
CST
1395
Charles Schwab Trust
Nevada
$2.52M +$96K +1,066 +4%
CC
1396
Cipher Capital
New York
$2.51M +$2.51M +27,919 New
HL
1397
HeadInvest LLC
Maine
$2.51M -$14.9K -165 -0.6%
CA
1398
Continental Advisors
Utah
$2.51M -$180K -2,000 -7%
FCFC
1399
First Commonwealth Financial Corp
Pennsylvania
$2.51M +$325K +3,610 +15%
MIAN
1400
Mariner Independent Advisor Network
Kansas
$2.51M +$294K +3,438 +13%
54 55
56
57 58