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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 %
CWA
2551
Core Wealth Advisors
Florida
$248K +$136K +1,508 +121%
CCA
2552
Conestoga Capital Advisors
Pennsylvania
$247K – – –
DA
2553
Detalus Advisors
Missouri
$247K +$901 +10 +0.4%
BL
2554
Balentine LLC
Georgia
$246K -$18.7K -208 -7%
RC
2555
Reik & Co
New York
$245K – – –
OR
2556
Olympiad Research
Connecticut
$245K +$245K +2,726 New
SFC
2557
SYM Financial Corp
Indiana
$245K +$245K +2,726 New
HFRG
2558
Houlihan Financial Resource Group
Virginia
$244K +$180 +2 +0.1%
BCM
2559
Bayesian Capital Management
New York
$243K -$99K -1,100 -29%
CAG
2560
Curtis Advisory Group
California
$243K – – –
BWA
2561
Beam Wealth Advisors
Louisiana
$242K -$5.21K -58 -2%
IFO
2562
Independent Family Office
New York
$241K – – –
HIS
2563
Harvest Investment Services
Illinois
$240K -$117K -1,298 -33%
GHA
2564
GW Henssler & Associates
Georgia
$239K +$239K +2,653 New
FRM
2565
Fox Run Management
Connecticut
$238K +$238K +2,645 New
NPPM
2566
North Point Portfolio Managers
Ohio
$237K – – –
CWC
2567
Carolinas Wealth Consulting
North Carolina
$237K +$237K +2,635 New
MAM
2568
Marotta Asset Management
Virginia
$237K – – –
JC
2569
Jacobs & Co
California
$236K +$15.7K +175 +7%
HCA
2570
Heck Capital Advisors
Wisconsin
$236K -$7.29K -81 -3%
CP
2571
Camelot Portfolios
Ohio
$235K -$55.3K -614 -19%
SAM
2572
SP Asset Management
California
$235K +$67.5K +750 +40%
DSAM
2573
Dock Street Asset Management
Florida
$234K -$117K -1,300 -33%
RBCM
2574
Raub Brock Capital Management
California
$234K +$18K +200 +8%
I
2575
INVST
Indiana
$234K +$19.4K +229 +9%
101 102
103
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