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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 %
TMAM
1576
Tokio Marine Asset Management
Japan
$1.88M -$287K -3,192 -13%
CAAS
1577
Capital Asset Advisory Services
Michigan
$1.87M -$40.5K -482 -2%
LDB
1578
Lee, Danner & Bass
Tennessee
$1.87M -$89.4K -993 -5%
BCM
1579
Boltwood Capital Management
California
$1.86M -$147K -1,632 -7%
ZCI
1580
Zevenbergen Capital Investments
Washington
$1.85M +$218K +2,425 +13%
GLA
1581
Good Life Advisors
Pennsylvania
$1.85M +$97.9K +1,084 +6%
DAC
1582
Dividend Assets Capital
South Carolina
$1.85M -$3.78K -42 -0.2%
BWP
1583
Baldwin Wealth Partners
Massachusetts
$1.84M -$250K -2,774 -12%
IC
1584
Inscription Capital
Texas
$1.83M -$176K -1,956 -9%
LFA
1585
Landmark Financial Advisors
Kentucky
$1.82M -$118K -1,238 -6%
SFFS
1586
Stonehage Fleming Financial Services
Jersey
$1.82M +$135K +1,495 +8%
RI
1587
Redwood Investments
Massachusetts
$1.82M +$66.4K +737 +4%
AMIM
1588
Aull & Monroe Investment Management
Alabama
$1.82M -$51.8K -575 -3%
V
1589
VeraBank
Texas
$1.81M +$138K +1,534 +8%
ACM
1590
AlphaCrest Capital Management
New York
$1.81M +$1.57M +17,461 +667%
WP
1591
WMS Partners
Maryland
$1.81M +$144K +1,598 +9%
PVWM
1592
Point View Wealth Management
New Jersey
$1.79M -$18.6K -207 -1%
DBIA
1593
Dumont & Blake Investment Advisors
New Jersey
$1.79M -$1.08K -12 -0.1%
SB
1594
Strategic Blueprint
Georgia
$1.79M +$265K +2,947 +17%
BFA
1595
Beaumont Financial Advisors
Massachusetts
$1.78M -$480K -5,335 -21%
EHWM
1596
Eads & Heald Wealth Management
Georgia
$1.78M -$75.7K -841 -4%
LAIC
1597
Lederer & Associates Investment Counsel
California
$1.78M -$66.4K -737 -4%
LM
1598
Lincluden Management
Ontario, Canada
$1.77M -$211K -2,340 -11%
PA
1599
PFG Advisors
Arizona
$1.77M -$36.9K -402 -2%
AIM
1600
Anchor Investment Management
South Carolina
$1.77M -$28.6K -318 -2%
62 63
64
65 66