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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 %
AFAS
2576
Acorn Financial Advisory Services
Virginia
$232K +$69.6K +777 +43%
FAM
2577
Flaharty Asset Management
Florida
$229K -$12.8K -142 -5%
RWM
2578
Reston Wealth Management
Virginia
$228K -$18.1K -201 -7%
IP
2579
Isthmus Partners
Wisconsin
$228K -$10.2K -114 -4%
W
2580
WealthOne
New York
$228K +$21K +234 +10%
AA
2581
AlphaMark Advisors
Kentucky
$228K +$36.5K +406 +19%
I2I
2582
Insight 2811 Inc
Illinois
$226K -$36.4K -404 -14%
LRIA
2583
Leonard Rickey Investment Advisors
Washington
$226K +$5.32K +59 +2%
CICI
2584
Capital Investment Counsel Inc
North Carolina
$226K +$49.2K +546 +28%
BSAM
2585
Blue Sky Asset Management
Colorado
$226K +$226K +2,510 New
TFGT
2586
TS Financial Group (TSFG)
Illinois
$225K -$11K -122 -5%
AWM
2587
Aevitas Wealth Management
Massachusetts
$225K -$1.53K -17 -0.7%
SWMG
2588
Strategic Wealth Management Group
Maryland
$225K +$1.35K +15 +0.6%
MCG
2589
MACRO Consulting Group
New Jersey
$225K +$19.3K +213 +9%
WA
2590
Winfield Associates
Ohio
$224K -$107K -1,193 -32%
RCA
2591
Reitz Capital Advisors
Michigan
$224K +$224K +2,485 New
SVCP
2592
Silicon Valley Capital Partners
California
$223K -$4.32K -48 -2%
SSA
2593
South Street Advisors
New York
$222K – – –
FMP
2594
Financial Management Professionals
Texas
$221K -$4.5K -50 -2%
HCIA
2595
Hochman Cole Investment Advisors
Illinois
$221K +$221K +2,459 New
ZIG
2596
Zuckerman Investment Group
Illinois
$220K -$18.6K -206 -8%
GAMC
2597
Garner Asset Management Corp
Texas
$220K +$180 +2 +0.1%
MC
2598
Miles Capital
Iowa
$219K +$6.95K +77 +3%
KFS
2599
Kurt F. Somerville
$219K +$89.9K +1,000 +70%
EPA
2600
Element Pointe Advisors
Florida
$218K +$60.2K +670 +38%
102 103
104
105 106