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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 %
ITIM
1476
Indiana Trust & Investment Management
Indiana
$2.21M -$13.9K -154 -0.6%
WG
1477
Welch Group
Alabama
$2.2M +$286K +3,179 +15%
RIM
1478
Rampart Investment Management
Connecticut
$2.2M -$2.45M -27,236 -53%
VNA
1479
Valley National Advisers
Pennsylvania
$2.19M -$95K -1,055 -4%
FHA
1480
Flagship Harbor Advisors
Massachusetts
$2.19M -$10.4K -116 -0.5%
IIC
1481
Integrated Investment Consultants
Michigan
$2.18M +$335K +3,720 +18%
HA
1482
Harbor Advisors
Florida
$2.17M – – –
GLR
1483
Great Lakes Retirement
Ohio
$2.17M +$150K +1,642 +7%
IDBONY
1484
Israel Discount Bank of New York
New York
$2.17M +$227K +2,518 +12%
MM
1485
Meridian Management
Arkansas
$2.17M +$2.17M +24,113 New
ADBIC
1486
A.D. Beadell Investment Counsel
Wisconsin
$2.17M +$1.46M +16,255 +208%
PCA
1487
Peddock Capital Advisors
Massachusetts
$2.16M -$62.9K -699 -3%
NF
1488
Nikulski Financial
Iowa
$2.16M +$53.4K +593 +3%
SWP
1489
Strategic Wealth Partners
Ohio
$2.16M – – –
WOC
1490
West Oak Capital
California
$2.16M +$99.8K +1,108 +5%
GWMIA
1491
Global Wealth Management Investment Advisory
Florida
$2.15M +$606K +6,735 +39%
HDIM
1492
Hanson & Doremus Investment Management
Vermont
$2.14M +$420K +4,659 +24%
JFA
1493
Johanson Financial Advisors
California
$2.13M -$288M -3,192,753 -99%
TPA
1494
Trivium Point Advisory
Connecticut
$2.13M -$100K -1,064 -4%
SCI
1495
S&CO Inc
Massachusetts
$2.13M – – –
VVP
1496
Venture Visionary Partners
Ohio
$2.13M +$405K +4,502 +23%
APG
1497
Abacus Planning Group
South Carolina
$2.12M -$176K -1,958 -8%
CCT
1498
Country Club Trust
Missouri
$2.12M -$10.7K -114 -0.5%
PIG
1499
Pantheon Investment Group
California
$2.12M +$175K +1,940 +9%
PHS
1500
Pekin Hardy Strauss
Illinois
$2.12M -$19.4K -215 -0.9%
58 59
60
61 62