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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 %
VC
1651
Veracity Capital
Georgia
$1.64M -$78.1K -868 -5%
CPO
1652
Cerity Partners OCIO
New York
$1.64M +$44.3K +492 +3%
SCM
1653
Stonebridge Capital Management
California
$1.64M -$65.3K -725 -4%
ESB
1654
Essex Savings Bank
Connecticut
$1.64M -$98K -1,088 -6%
Nomura Holdings
1655
Nomura Holdings
Japan
$1.64M -$60.9M -659,359 -97%
NIT
1656
NumerixS Investment Technologies
British Columbia, Canada
$1.64M +$1.64M +18,160 New
AWM
1657
Affinity Wealth Management
Delaware
$1.63M -$547K -5,862 -25%
MC
1658
Martin & Co
Tennessee
$1.63M -$515K -5,725 -24%
IP
1659
Intellectus Partners
California
$1.63M -$191K -2,116 -10%
ICOM
1660
Investment Counselors of Maryland
Maryland
$1.63M -$340K -3,775 -17%
GEA
1661
Glen Eagle Advisors
New Jersey
$1.63M -$687K -7,629 -30%
SOAMC
1662
Spirit of America Management Corp
New York
$1.62M +$180K +2,000 +12%
CT
1663
Clearstead Trust
Maine
$1.62M +$40.4K +449 +3%
TCM
1664
Tandem Capital Management
New Jersey
$1.62M +$17.1K +190 +1%
IFWM
1665
Institute for Wealth Management
Colorado
$1.62M -$365K -4,058 -18%
QCM
1666
Quest Capital Management
Texas
$1.62M +$136K +1,507 +9%
FAIM
1667
Financial Advocates Investment Management
Washington
$1.61M -$123K -1,372 -7%
MSA
1668
Marino Stram & Associates
Massachusetts
$1.61M +$118K +1,307 +8%
TCBWMS
1669
Texas Capital Bank Wealth Management Services
Texas
$1.61M -$32.9K -366 -2%
PFSC
1670
Peoples Financial Services Corp
Pennsylvania
$1.61M +$109K +1,215 +7%
PCG
1671
Private Capital Group
Connecticut
$1.6M +$40.2K +446 +3%
PP
1672
Paloma Partners
Connecticut
$1.6M -$40.9M -454,259 -96%
DAM
1673
Delta Asset Management
Tennessee
$1.6M -$13.1K -145 -0.8%
BL
1674
BFSG LLC
California
$1.6M +$52.6K +584 +3%
KFI
1675
Key Financial Inc
Pennsylvania
$1.6M -$155K -1,659 -9%
65 66
67
68 69