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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 %
UBPAM
1401
Union Bancaire Privee Asset Management
New York
$2.5M – – –
PCA
1402
Providence Capital Advisors
North Carolina
$2.5M +$246K +2,728 +11%
Fuller & Thaler Asset Management
1403
Fuller & Thaler Asset Management
California
$2.49M +$2.49M +27,700 New
NIM
1404
Nicollet Investment Management
Minnesota
$2.49M -$34.2K -380 -1%
TGAM
1405
TBH Global Asset Management
Tennessee
$2.49M +$1.76M +19,203 +243%
BO
1406
Bank OZK
Arkansas
$2.48M +$21.2K +235 +0.9%
KTC
1407
Kistler-Tiffany Companies
Pennsylvania
$2.48M – – –
CNFG
1408
Creegan & Nassoura Financial Group
New Hampshire
$2.48M -$10.3K -114 -0.4%
PP
1409
Professional Planning
California
$2.47M -$221K -2,469 -8%
SIC
1410
Shoker Investment Counsel
Ohio
$2.46M +$132K +1,465 +6%
RWM
1411
RBA Wealth Management
California
$2.45M +$34K +378 +1%
GRP
1412
Global Retirement Partners
California
$2.45M -$87.4K -971 -3%
DLG
1413
Daniel L. Goodwin
$2.45M +$54K +600 +2%
GIC
1414
Gantzert Investment Company
Illinois
$2.45M +$135K +1,500 +6%
EWA
1415
Evolution Wealth Advisors
Florida
$2.44M +$2.15M +23,887 +735%
LSA
1416
L & S Advisors
California
$2.44M -$5.85M -65,005 -71%
MSAM
1417
Moloney Securities Asset Management
Missouri
$2.44M +$1.5M +16,656 +160%
TNBTD
1418
Trustmark National Bank Trust Department
Mississippi
$2.44M +$29.8K +331 +1%
VCM
1419
Vivaldi Capital Management
Illinois
$2.43M +$220K +2,442 +10%
LFDLE
1420
La Financiere de L'Echiquier
France
$2.43M +$540K +6,000 +29%
PGWM
1421
Parisi Gray Wealth Management
New Jersey
$2.43M +$81.8K +917 +3%
P
1422
Pitcairn
Pennsylvania
$2.42M -$84.3K -936 -3%
BBWA
1423
Bell & Brown Wealth Advisors
California
$2.42M +$158K +1,765 +7%
MCM
1424
Mitchell Capital Management
Kansas
$2.41M +$50.9K +565 +2%
CHC
1425
City Holding Co
West Virginia
$2.41M +$107K +1,193 +5%
55 56
57
58 59