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 %
NP
1426
NorthRock Partners
Minnesota
$2.4M +$24.8K +275 +1%
BPA
1427
Beacon Pointe Advisors
California
$2.39M +$493K +5,462 +26%
OPA
1428
Old Port Advisors
Maine
$2.39M +$144K +1,596 +6%
BJL
1429
Brighton Jones LLC
Washington
$2.39M +$148K +1,641 +7%
VWM
1430
Vigilare Wealth Management
Arizona
$2.38M -$8.73K -97 -0.4%
HB
1431
Homrich & Berg
Georgia
$2.38M -$118K -1,313 -5%
CG
1432
Caprock Group
Idaho
$2.37M -$49K -544 -2%
ANBT
1433
American National Bank & Trust
Texas
$2.37M -$2.31M -25,623 -49%
MHP
1434
Manatuck Hill Partners
Connecticut
$2.37M +$1.69M +18,800 +250%
MCM
1435
Manchester Capital Management
Vermont
$2.36M +$16.2K +180 +0.7%
MCM
1436
Monarch Capital Management
Indiana
$2.36M +$239K +2,659 +11%
AIC
1437
Argus Investors Counsel
New York
$2.36M -$118K -1,315 -5%
SSWM
1438
Sheets Smith Wealth Management
North Carolina
$2.35M +$46.4K +516 +2%
CI
1439
CX Institutional
Indiana
$2.35M +$1.48M +16,462 +171%
MMPW
1440
Mitchell McLeod Pugh & Williams
Alabama
$2.35M +$139K +1,548 +6%
EML
1441
Eos Management LP
New York
$2.34M – – –
EWM
1442
Evermay Wealth Management
Virginia
$2.33M +$94.2K +1,046 +4%
CCA
1443
Cobblestone Capital Advisors
New York
$2.32M +$622K +6,912 +37%
HCM
1444
Hudson Capital Management
New Jersey
$2.32M -$39.9K -443 -2%
HCM
1445
Hengehold Capital Management
Ohio
$2.31M -$10.7K -119 -0.5%
WSTAM
1446
Wilbanks Smith & Thomas Asset Management
Virginia
$2.3M +$380K +4,227 +20%
BOPW
1447
Brandywine Oak Private Wealth
Pennsylvania
$2.3M -$185K -2,055 -7%
MVA
1448
Mount Vernon Associates
Maryland
$2.3M +$34.5K +383 +2%
FQ
1449
First Quadrant
California
$2.3M -$3.99M -44,347 -63%
RCAG
1450
Rehmann Capital Advisory Group
Michigan
$2.29M +$2.29M +25,295 New
56 57
58
59 60