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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 %
AA
2151
Altman Advisors
Illinois
$615K -$1.75M -19,431 -74%
WC
2152
Winmill & Co
New York
$612K – – –
SCM
2153
SKBA Capital Management
California
$611K – – –
KIC
2154
Keating Investment Counselors
Florida
$611K – – –
NWM
2155
Northwest Wealth Management
Iowa
$610K -$4.5K -50 -0.7%
SIA
2156
Strategic Investment Advisors
Michigan
$610K +$16.2K +180 +3%
VCM
2157
Violich Capital Management
California
$605K +$338K +3,755 +127%
FWM
2158
Focused Wealth Management
New York
$604K -$44.8K -498 -7%
CAM
2159
Cidel Asset Management
Ontario, Canada
$601K -$178K -1,978 -23%
BB
2160
Bell Bank
North Dakota
$598K -$26.2K -291 -4%
AIM
2161
Arcadia Investment Management
Michigan
$597K -$9K -100 -1%
GIM
2162
Groesbeck Investment Management
New Jersey
$596K -$8.73K -97 -1%
BIM
2163
Beach Investment Management
Pennsylvania
$594K -$104K -1,157 -15%
VCM
2164
Vision Capital Management
Oregon
$594K – – –
WA
2165
Waverly Advisors
Alabama
$592K +$86.2K +957 +17%
BCP
2166
Berkeley Capital Partners
Georgia
$591K -$96.9K -1,076 -14%
MJRIC
2167
Mogy Joel R Investment Counsel
California
$591K – – –
SCA
2168
Strategic Capital Advisers
Colorado
$591K +$278K +3,094 +89%
MAM
2169
Morse Asset Management
Connecticut
$590K -$207K -2,300 -26%
CVM
2170
Cheviot Value Management
California
$587K -$77.7K -863 -12%
SIM
2171
Sadoff Investment Management
Wisconsin
$580K +$24.8K +275 +4%
MKC
2172
M. Kraus & Co
Vermont
$578K -$2.25K -25 -0.4%
PPW
2173
Pasadena Private Wealth
California
$578K +$168K +1,782 +41%
PG
2174
Pendal Group
Australia
$578K +$578K +6,417 New
NED
2175
Nancy E. Dempze
$577K -$25.2K -280 -4%
85 86
87
88 89