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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 %
CRIG
2351
Charter Research & Investment Group
Connecticut
$390K – – –
EIA
2352
Edgemoor Investment Advisors
Maryland
$390K – – –
EBSAM
2353
Eubel Brady & Suttman Asset Management
Ohio
$388K -$7.29K -81 -2%
ACM
2354
AUA Capital Management
Pennsylvania
$388K +$102K +1,130 +36%
EIA
2355
Eldridge Investment Advisors
New Hampshire
$387K -$2.25K -25 -0.6%
CA
2356
Corrado Advisors
New Jersey
$387K +$1.89K +21 +0.5%
AIM
2357
Allen Investment Management
New York
$387K +$72.9K +809 +23%
HI
2358
Harrington Investments
California
$386K – – –
EWP
2359
Engrave Wealth Partners
Texas
$384K -$29.2K -325 -7%
UCI
2360
Uncommon Cents Investing
Wisconsin
$384K +$127K +1,407 +49%
EW
2361
Element Wealth
Mississippi
$384K +$245K +2,725 +176%
Cohen & Steers
2362
Cohen & Steers
New York
$383K – – –
NVIM
2363
New Vernon Investment Management
Illinois
$383K – – –
JLBC
2364
J.L. Bainbridge & Co
Florida
$382K +$4.23K +47 +1%
PC
2365
Permit Capital
Pennsylvania
$381K +$381K +4,235 New
NFG
2366
Nations Financial Group
Iowa
$380K -$147K -1,631 -28%
LI
2367
LVZ Inc
Michigan
$379K -$18.1K -201 -5%
CAM
2368
Claret Asset Management
Quebec, Canada
$378K -$6.84K -76 -2%
RWA
2369
Redhawk Wealth Advisors
Minnesota
$378K +$52.3K +581 +16%
GA
2370
Geller Advisors
New York
$378K +$114K +1,270 +43%
MA
2371
MONECO Advisors
Connecticut
$377K -$10.9K -121 -3%
EA
2372
Elm Advisors
California
$376K -$26.8K -297 -7%
GWS
2373
Glassman Wealth Services
Virginia
$374K +$18.6K +206 +5%
MAM
2374
Mark Asset Management
New York
$373K -$4.79M -53,179 -93%
BWA
2375
Burt Wealth Advisors
Maryland
$373K +$8.55K +95 +2%
93 94
95
96 97