JPM icon

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 %
OCG
1801
Opus Capital Group
Ohio
$1.3M -$259K -2,881 -17%
CMTU
1802
Capital Markets Trading (UK)
United Kingdom
$1.3M -$587K -6,518 -31%
RB
1803
Rodgers Brothers
Pennsylvania
$1.3M +$729K +8,100 +129%
Squarepoint
1804
Squarepoint
New York
$1.29M +$1.29M +14,373 New
AA
1805
Argent Advisors
Louisiana
$1.29M +$93.9K +1,043 +8%
TCM
1806
Towercrest Capital Management
Pennsylvania
$1.29M -$900K -9,997 -41%
CFG
1807
CKW Financial Group
Hawaii
$1.29M -$615K -7,290 -32%
LC
1808
LCNB Corp
Ohio
$1.29M -$60.3K -670 -4%
HCM
1809
Highlander Capital Management
New Jersey
$1.29M -$99K -1,100 -7%
ICM
1810
IMS Capital Management
Oregon
$1.29M +$426K +4,733 +50%
1WA
1811
180 Wealth Advisors
Washington
$1.28M +$87.1K +995 +7%
JFA
1812
JNBA Financial Advisors
Minnesota
$1.27M +$55.6K +618 +5%
AFC
1813
AFT Forsyth & Company
Florida
$1.27M -$42.8K -475 -3%
Tudor Investment Corp
1814
Tudor Investment Corp
Connecticut
$1.27M +$1.27M +14,068 New
GI
1815
GS Investments
Minnesota
$1.27M +$108K +1,205 +9%
VIA
1816
Vident Investment Advisory
Georgia
$1.27M +$446K +4,951 +54%
JDR
1817
Jay D. Rosenbaum
$1.26M +$23.1K +256 +2%
CAMG
1818
CWA Asset Management Group
Florida
$1.26M -$175K -1,947 -12%
CWM
1819
Confluence Wealth Management
Oregon
$1.26M -$65.8K -731 -5%
WCM
1820
Washington Capital Management
Washington
$1.26M -$444K -4,935 -26%
AWM
1821
Aries Wealth Management
Maine
$1.26M +$125K +1,425 +11%
BWP
1822
Bernardo Wealth Planning
Pennsylvania
$1.25M +$102K +1,129 +9%
GC
1823
Guardian Capital
Ontario, Canada
$1.25M -$9.95M -110,460 -89%
HR
1824
Hayden Royal
North Carolina
$1.25M +$32.6K +362 +3%
HIC
1825
Holderness Investments Company
North Carolina
$1.24M -$246K -2,739 -17%
71 72
73
74 75