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 %
HAIM
1976
Hunter Associates Investment Management
Pennsylvania
$885K +$149K +1,650 +20%
TEC
1977
Tiger Eye Capital
Tennessee
$883K -$8.23M -91,386 -90%
PWAP
1978
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$883K +$1.21K +13 +0.1%
PIM
1979
Profit Investment Management
Maryland
$882K – – –
HTHT
1980
Hemenway Trust Hemenway Trust
New Hampshire
$875K – – –
WCAMG
1981
Woodard & Company Asset Management Group
North Carolina
$875K +$74K +822 +9%
BHTS
1982
Bar Harbor Trust Services
Maine
$874K -$61.7K -685 -7%
RHAM
1983
Round Hill Asset Management
California
$873K +$295K +3,280 +51%
SWIG
1984
Strategic Wealth Investment Group
Kentucky
$872K -$90.5K -1,005 -9%
RWM
1985
Ritholtz Wealth Management
New York
$871K -$108K -1,198 -11%
VIM
1986
Vista Investment Management
Pennsylvania
$868K +$4.77K +53 +0.6%
WMA
1987
Wealth Management Associates
New Jersey
$867K +$565K +6,276 +187%
THWM
1988
Taylor Hoffman Wealth Management
Virginia
$863K -$129K -1,439 -13%
PV
1989
Private Vista
Illinois
$863K +$28.4K +316 +3%
AMC
1990
Asset Management Corp
Illinois
$861K +$338K +3,757 +64%
PC
1991
PhiloSmith Capital
Connecticut
$860K -$10M -111,125 -92%
Kayne Anderson Rudnick Investment Management
1992
Kayne Anderson Rudnick Investment Management
California
$860K – – –
GCMG
1993
Gyroscope Capital Management Group
Florida
$857K -$117K -1,300 -12%
NJBEST
1994
New Jersey Better Educational Savings Trust
New Jersey
$855K – – –
FRA
1995
Front Row Advisors
California
$855K +$109K +1,135 +15%
LWM
1996
Lionsbridge Wealth Management
Florida
$847K -$5.85K -65 -0.7%
JIP
1997
Jaffetilchin Investment Partners
Florida
$841K -$708K -7,864 -46%
OI
1998
Oakbrook Investments
Illinois
$837K -$2.98M -33,091 -78%
FNBOSM
1999
First National Bank of South Miami
Florida
$837K -$29.2K -324 -3%
FNBTCON
2000
First National Bank & Trust Co of Newtown
Pennsylvania
$837K -$13.5K -150 -2%
78 79
80
81 82