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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 %
MFG
1676
Monte Financial Group
Connecticut
$1.59M – – –
TC
1677
Trust Company
Kansas
$1.59M -$246K -2,732 -13%
NB
1678
Nicolet Bankshares
Wisconsin
$1.59M -$253K -2,805 -14%
SLT
1679
St Louis Trust
Missouri
$1.58M – – –
PC
1680
Port Capital
Illinois
$1.57M -$178K -1,982 -10%
SCM
1681
Seascape Capital Management
New Hampshire
$1.57M -$91.3K -1,014 -6%
SWA
1682
Sutton Wealth Advisors
Florida
$1.57M +$595K +6,613 +61%
AWM
1683
Aberdeen Wealth Management
Illinois
$1.57M -$12.9K -143 -0.8%
FI
1684
FormulaFolio Investments
Michigan
$1.56M -$31K -344 -2%
DTC
1685
Davidson Trust Company
Washington
$1.56M -$21.7K -241 -1%
FPIS
1686
Financial Planning & Information Services
Wisconsin
$1.56M – – –
VAM
1687
Verity Asset Management
North Carolina
$1.56M +$1.19M +13,169 +321%
HI
1688
Hoey Investments
Pennsylvania
$1.56M -$2.49M -27,627 -62%
BCM
1689
Brooktree Capital Management
Michigan
$1.55M -$276K -3,064 -15%
PRS
1690
Pinkerton Retirement Specialists
Idaho
$1.55M +$1.55M +17,194 New
FIM
1691
Freedom Investment Management
Connecticut
$1.55M +$8.23K +60 +0.5%
GA
1692
GFS Advisors
Texas
$1.54M -$648K -7,200 -30%
BOS
1693
Bingham Osborn & Scarborough
California
$1.54M -$97.9K -1,087 -6%
FMT
1694
First Mercantile Trust
Tennessee
$1.54M +$359K +3,983 +30%
CCM
1695
Cox Capital Management
Massachusetts
$1.54M – – –
RWM
1696
RKL Wealth Management
Pennsylvania
$1.54M -$39.7K -441 -3%
IAS
1697
Investment Advisory Services
Texas
$1.54M +$262K +2,905 +21%
OC
1698
Oarsman Capital
Wisconsin
$1.53M -$713K -7,916 -32%
NME
1699
Notis-McConarty Edward
$1.53M -$74.7K -830 -5%
OA
1700
Oak Associates
Ohio
$1.53M -$2.25K -25 -0.1%
66 67
68
69 70