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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 %
ST
2451
Sentinel Trust
Texas
$317K +$317K +3,523 New
MFW
2452
Mosaic Family Wealth
Missouri
$316K -$13.3K -148 -4%
SAA
2453
Southeast Asset Advisors
Georgia
$314K +$48.6K +540 +18%
QCMC
2454
Quantum Capital Management (California)
California
$313K -$24.8K -276 -7%
MHR
2455
Matthew Hamilton Rosenberg
$313K +$313K +3,471 New
CA
2456
Crewe Advisors
Utah
$312K -$18.2K -202 -6%
AAIM
2457
Asset Advisors Investment Management
Georgia
$312K +$630 +7 +0.2%
AIS
2458
American Investment Services
Massachusetts
$311K -$46.6K -517 -13%
SNBOSD
2459
Security National Bank of So Dak
Iowa
$311K -$2.52K -28 -0.8%
CCM
2460
Carlson Capital Management
Minnesota
$310K -$35.5K -391 -10%
BWM
2461
BT Wealth Management
Georgia
$308K -$13.1K -145 -4%
PHK
2462
Point72 Hong Kong
Hong Kong
$308K +$308K +3,426 New
WP
2463
WealthShield Partners
North Carolina
$307K +$133K +1,476 +76%
WWM
2464
WT Wealth Management
Arizona
$307K +$158K +1,761 +106%
HHAM
2465
HITE Hedge Asset Management
Massachusetts
$305K – – –
SIG
2466
Sky Investment Group
Connecticut
$305K +$33.2K +369 +12%
VPI
2467
Value Partners Investments
Manitoba, Canada
$304K -$147K -1,644 -33%
LDFR
2468
Lehman & Derafelo Financial Resources
Pennsylvania
$304K +$6.3K +70 +2%
VLC
2469
Van Leeuwen & Company
New Jersey
$304K +$71.6K +796 +31%
BCAM
2470
Boston Common Asset Management
Massachusetts
$302K -$67.2K -746 -18%
PCM
2471
Pennsylvania Capital Management
Pennsylvania
$301K – – –
NEPPG
2472
New England Professional Planning Group
Rhode Island
$301K +$17K +185 +6%
HFA
2473
Huber Financial Advisors
Illinois
$300K +$36K +400 +14%
LC
2474
Lavaca Capital
Texas
$300K +$80.3K +893 +37%
MPW
2475
MA Private Wealth
California
$300K +$300K +3,331 New
97 98
99
100 101