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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 %
GFPC
2476
Global Financial Private Client
Florida
$299K – – –
PIA
2477
Powell Investment Advisors
Florida
$297K -$19.8K -220 -6%
HCM
2478
Hutner Capital Management
Vermont
$296K -$106K -1,180 -26%
LCM
2479
Landscape Capital Management
New Jersey
$294K +$294K +3,264 New
WB
2480
West Bancorporation
Iowa
$293K -$86.6K -961 -23%
TWM
2481
Titus Wealth Management
California
$293K +$42K +466 +17%
WRM
2482
Weybosset Research & Management
Rhode Island
$291K -$14.8K -174 -5%
BRG
2483
Bay Rivers Group
Virginia
$291K -$7.66K -85 -3%
AC
2484
Avenir Corporation
Virginia
$291K +$14.8K +164 +5%
WFM
2485
Wolff Financial Management
Michigan
$291K +$90K +1,001 +45%
CG
2486
Corundum Group
Colorado
$290K -$32.7K -364 -10%
MWPCG
2487
Measured Wealth Private Client Group
New Hampshire
$290K -$32.6K -362 -10%
DAM
2488
Deltec Asset Management
New York
$290K +$45K +500 +18%
SFG
2489
Sather Financial Group
Texas
$289K -$365K -4,059 -56%
BJ
2490
Brouwer & Janachowski
California
$287K -$47.1K -522 -14%
CFW
2491
CA Family Wealth
California
$285K -$207K -2,301 -42%
SWG
2492
Summit Wealth Group
Vermont
$285K – – –
DACG
2493
Donor Advised Charitable Giving
California
$284K -$403K -4,475 -59%
BCB
2494
Brian C. Broderick
$284K – – –
JC
2495
Jentner Corp
Ohio
$283K +$4.14K +46 +1%
PRC
2496
Pearl River Capital
Michigan
$282K -$824K -9,159 -75%
BBA
2497
Braun-Bostich & Associates
Pennsylvania
$282K +$188K +2,226 +200%
FA
2498
Forefront Analytics
Pennsylvania
$282K +$1.98K +22 +0.7%
FNC
2499
First National Corp
Massachusetts
$281K +$36.9K +355 +15%
BAMG
2500
Brand Asset Management Group
Missouri
$279K -$15.2K -169 -5%
98 99
100
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