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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 %
CAM
2526
CenterStar Asset Management
Illinois
$260K – – –
CPC
2527
Consolidated Planning Corp
Georgia
$260K +$12.7K +141 +5%
DCM
2528
Driehaus Capital Management
Illinois
$260K +$28.3K +314 +12%
CMI
2529
Clare Market Investments
Texas
$258K -$55.7K -618 -18%
PSC
2530
Prentiss Smith & Co
Vermont
$257K +$120K +1,337 +88%
CWM
2531
Cranbrook Wealth Management
Michigan
$256K – – –
WR
2532
Watson Rebecca
$256K – – –
AAM
2533
AMI Asset Management
California
$256K +$3.06K +34 +1%
HWA
2534
Heartwood Wealth Advisors
Virginia
$255K -$18.5K -205 -7%
GGI
2535
Godsey & Gibb Inc
Virginia
$254K -$28.3K -314 -10%
SBA
2536
Secrest Blakey & Associates
North Carolina
$254K +$27.6K +306 +12%
CFC
2537
Coyle Financial Counsel
Illinois
$252K -$10.8K -120 -4%
BFIC
2538
Bedell Frazier Investment Counselling
California
$252K +$900 +10 +0.4%
LWM
2539
Liberty Wealth Management
California
$252K +$2.61K +29 +1%
BA
2540
Ballast Advisors
Minnesota
$252K +$23.2K +258 +10%
CF
2541
Corrigan Financial
Rhode Island
$252K +$180 +2 +0.1%
VCP
2542
Vista Capital Partners
Oregon
$251K -$26.7K -297 -10%
MMHP
2543
Murphy Middleton Hinkle & Parker
Georgia
$251K – – –
WA
2544
Wealth Advisors
California
$250K -$611K -7,000 -71%
POIA
2545
Pin Oak Investment Advisors
Texas
$250K +$5.13K +57 +2%
TA
2546
Trellis Advisors
Washington
$250K +$36.3K +403 +17%
EI
2547
Ellevest Inc
New York
$250K +$57.1K +635 +30%
FWCM
2548
First Western Capital Management
California
$249K -$2.44K -27 -1%
ATFA
2549
All Terrain Financial Advisors
Minnesota
$249K +$2.98K +33 +1%
CWA
2550
Clarity Wealth Advisors
California
$248K +$1.8K +20 +0.7%
100 101
102
103 104