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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 %
FWM
1876
Fairhaven Wealth Management
Illinois
$1.09M +$518K +5,750 +90%
PCM
1877
Penserra Capital Management
California
$1.09M -$5.85M -65,048 -84%
UH
1878
Unigestion Holding
Switzerland
$1.09M +$1.09M +12,127 New
XF
1879
XML Financial
Maryland
$1.09M -$88.1K -978 -7%
RP
1880
Rowlandmiller & Partners
Georgia
$1.09M +$107K +1,187 +11%
DAM
1881
Doheny Asset Management
California
$1.08M – – –
MCA
1882
Mendon Capital Advisors
Florida
$1.08M +$1.08M +12,000 New
SXL
1883
Summit X LLC
Missouri
$1.07M +$51.5K +571 +5%
VPIM
1884
Vanguard Personalized Indexing Management
California
$1.06M +$1.06M +11,821 New
GWM
1885
Greenwich Wealth Management
Connecticut
$1.06M +$80K +889 +8%
SDWIA
1886
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.06M -$651K -7,230 -38%
SJIM
1887
St. Johns Investment Management
Florida
$1.06M -$56.7K -630 -5%
PFA
1888
Paradigm Financial Advisors
Missouri
$1.06M +$280K +3,111 +36%
OL
1889
Optas LLC
Texas
$1.06M +$431K +4,783 +69%
RIA
1890
Realta Investment Advisors
Delaware
$1.06M -$74.8K -831 -7%
BSA
1891
Bull Street Advisors
Georgia
$1.06M +$10.4K +115 +1%
BCA
1892
Berman Capital Advisors
Georgia
$1.06M +$507K +5,645 +92%
CMANY
1893
Capital Management Associates (New York)
New York
$1.06M +$176K +1,950 +20%
MPPLM
1894
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.05M +$38.4K +426 +4%
ECM
1895
ExodusPoint Capital Management
New York
$1.05M -$2.16M -24,023 -67%
BST
1896
Bath Savings Trust
Maine
$1.05M – – –
LCAM
1897
London & Capital Asset Management
United Kingdom
$1.05M +$28.4K +315 +3%
PMFA
1898
Plante Moran Financial Advisors
Michigan
$1.04M +$71.5K +794 +7%
CAM
1899
Cacti Asset Management
Georgia
$1.04M -$295K -3,150 -22%
SL
1900
Savior LLC
Massachusetts
$1.04M -$15.8K -176 -2%
74 75
76
77 78