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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 %
PBC
1551
Pavion Blue Capital
California
$1.96M +$146K +1,623 +8%
ZCA
1552
Zeke Capital Advisors
Pennsylvania
$1.95M -$5.91M -65,592 -75%
NGA
1553
Naples Global Advisors
Florida
$1.95M +$228K +2,528 +13%
RAM
1554
Roanoke Asset Management
New Jersey
$1.95M +$4.95K +55 +0.3%
AB
1555
Atlas Brown
Kentucky
$1.95M +$12.4K +138 +0.6%
GWM
1556
Graybill Wealth Management
Illinois
$1.94M -$37.7K -419 -2%
COF
1557
Capital One Financial
Virginia
$1.94M +$1.94M +21,489 New
AssetMark Inc
1558
AssetMark Inc
California
$1.93M +$995K +11,052 +106%
KJHP
1559
K.J. Harrison & Partners
Ontario, Canada
$1.93M -$1.85M -20,608 -49%
IA
1560
IFG Advisory
Georgia
$1.93M +$104K +1,156 +6%
CPA
1561
Capital Planning Advisors
California
$1.91M -$126K -1,405 -6%
LCM
1562
Leisure Capital Management
California
$1.91M +$126K +1,402 +7%
NPP
1563
New Potomac Partners
Maryland
$1.91M -$7.38K -82 -0.4%
PM
1564
Parametrica Management
Hong Kong
$1.91M +$1.91M +21,170 New
AMG
1565
Advisors Management Group
Wisconsin
$1.91M +$1.76M +19,575 +1,237%
Harris Associates
1566
Harris Associates
Illinois
$1.9M -$1.46M -16,215 -43%
LI
1567
Lafayette Investments
Maryland
$1.9M +$17.9K +199 +1%
IA
1568
IndexIQ Advisors
New York
$1.9M +$1.9M +21,120 New
AIA
1569
Armor Investment Advisors
North Carolina
$1.9M +$14.1K +157 +0.7%
HIC
1570
Harvey Investment Company
Kentucky
$1.9M -$45K -500 -2%
NAMP
1571
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.9M +$862K +9,580 +83%
ACS
1572
Archford Capital Strategies
Illinois
$1.89M -$209K -2,323 -10%
TI
1573
Tidal Investments
Wisconsin
$1.89M +$10.6K +118 +0.6%
CH
1574
Canton Hathaway
Rhode Island
$1.89M -$65.1K -723 -3%
CCM
1575
Coe Capital Management
Illinois
$1.88M +$5.58K +62 +0.3%
61 62
63
64 65