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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 %
WIP
1851
Wellesley Investment Partners
Massachusetts
$1.16M -$122K -1,357 -10%
VSWA
1852
Vontobel Swiss Wealth Advisors
Switzerland
$1.16M -$128K -1,417 -10%
SCA
1853
Sage Capital Advisors
South Dakota
$1.15M -$2.33M -25,880 -67%
GIM
1854
Greylin Investment Management
Virginia
$1.15M +$389K +4,320 +51%
Jacobs Levy Equity Management
1855
Jacobs Levy Equity Management
New Jersey
$1.15M -$648K -7,197 -36%
AWM
1856
Aprio Wealth Management
Georgia
$1.15M +$54K +600 +5%
WCM
1857
Windsor Capital Management
Arizona
$1.15M +$14K +155 +1%
SWM
1858
Sculati Wealth Management
Michigan
$1.15M +$11.8K +131 +1%
RCA
1859
Ranch Capital Advisors
Florida
$1.15M -$13.6K -151 -1%
VCM
1860
Versant Capital Management
Arizona
$1.14M +$51.8K +575 +5%
STA
1861
Summit Trail Advisors
New York
$1.14M +$9.82K +109 +0.9%
CWM
1862
Cordatus Wealth Management
Pennsylvania
$1.14M +$313K +3,479 +38%
IMRF
1863
Illinois Municipal Retirement Fund
Illinois
$1.14M +$362K +4,021 +46%
EM
1864
ELCO Management
New York
$1.13M -$17.8K -198 -2%
DI
1865
DAGCO Inc
Ohio
$1.13M +$69.9K +776 +7%
PP
1866
Pacifica Partners
Canada
$1.12M -$78.4K -866 -7%
PFM
1867
Phillips Financial Management
Indiana
$1.12M -$10.2K -121 -0.9%
PBO
1868
Peoples Bank (Ohio)
Ohio
$1.12M +$111K +1,235 +11%
GFS
1869
GYL Financial Synergies
Connecticut
$1.12M +$4.23K +47 +0.4%
MFW
1870
Meristem Family Wealth
Minnesota
$1.12M +$374K +4,158 +50%
CPIA
1871
Cornell Pochily Investment Advisors
New York
$1.11M +$12.6K +140 +1%
AIC
1872
Ayalon Insurance Company
Israel
$1.11M +$26.1K +310 +2%
BWM
1873
BerganKDV Wealth Management
Minnesota
$1.1M +$68.6K +762 +7%
SWM
1874
Sugarloaf Wealth Management
Georgia
$1.1M +$376K +4,180 +52%
IIC
1875
Ironwood Investment Counsel
Arizona
$1.1M +$334K +3,715 +44%
73 74
75
76 77