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 %
GAM
2501
Gemmer Asset Management
California
$279K +$20.6K +228 +8%
RI
2502
Rudd International
Florida
$277K -$24.4K -272 -8%
FSC
2503
Full Sail Capital
Oklahoma
$276K -$138K -1,487 -33%
MCM
2504
Marathon Capital Management
Maryland
$276K -$2.24K -25 -0.8%
WFWM
2505
Wechter Feldman Wealth Management
New Jersey
$275K -$46.1K -512 -14%
TPW
2506
Tiller Private Wealth
Pennsylvania
$275K +$1.44K +16 +0.5%
CCA
2507
Clearwater Capital Advisors
Illinois
$274K -$93.3K -1,037 -25%
HWA
2508
Hilltop Wealth Advisors
North Carolina
$274K -$9.02K -100 -3%
FNBOH
2509
First National Bank of Hutchinson
Kansas
$274K +$4.51K +50 +2%
RC
2510
Rovin Capital
Arizona
$274K +$84.3K +890 +44%
FAN
2511
Financial Advisors Network
California
$273K -$30.8K -342 -10%
PEA
2512
Pacific Edge Advisors
California
$271K -$14.4K -160 -5%
PCMC
2513
Private Capital Management (Colorado)
Colorado
$270K -$60.6K -674 -18%
CIM
2514
Confluence Investment Management
Missouri
$269K -$309K -3,431 -53%
FIA
2515
Foundations Investment Advisors
Arizona
$269K -$17.1K -202 -6%
HC
2516
Hourglass Capital
Texas
$269K – – –
BFA
2517
Beacon Financial Advisory
Ohio
$268K -$74.9K -832 -22%
SG
2518
Strid Group
Pennsylvania
$268K – – –
HZ
2519
Hixon Zuercher
Ohio
$266K -$1.87M -20,805 -88%
AWM
2520
Altus Wealth Management
Kentucky
$266K -$3.69K -41 -1%
SNB
2521
Security National Bank
Nebraska
$265K -$9.02K -100 -3%
TIM
2522
Total Investment Management
Arizona
$265K +$271 +3 +0.1%
WFA
2523
Wellspring Financial Advisors
Ohio
$263K +$263K +2,921 New
22CM
2524
20/20 Capital Management
California
$262K +$98.5K +1,080 +60%
SAM
2525
Summit Asset Management
Tennessee
$261K +$52.8K +586 +25%
99 100
101
102 103