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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 %
FWM
2626
FSA Wealth Management
Massachusetts
$193K – – –
LWM
2627
Lenox Wealth Management
Ohio
$193K +$4.31K +48 +2%
TCCM
2628
Timber Creek Capital Management
Massachusetts
$190K – – –
PCMK
2629
Paragon Capital Management (Kansas)
Kansas
$189K -$9.65K -107 -5%
ICM
2630
Islay Capital Management
Texas
$189K +$27.7K +307 +17%
MF
2631
Manchester Financial
California
$188K -$32.5K -361 -15%
DI
2632
Disciplined Investments
Oklahoma
$183K +$56.6K +628 +45%
CFO
2633
CVA Family Office
Colorado
$182K -$56.1K -623 -24%
WAOI
2634
Wealth Advisors of Iowa
Iowa
$182K +$182K +2,026 New
TCM
2635
Tradewinds Capital Management
Washington
$181K -$51.4K -570 -22%
LWS
2636
Lucia Wealth Services
California
$181K +$90.1K +999 +99%
WCG
2637
Weaver Consulting Group
California
$177K +$10.4K +115 +6%
LWA
2638
Lenox Wealth Advisors
New York
$176K -$35.1K -391 -17%
GSC
2639
G&S Capital
Colorado
$174K -$1.44M -16,108 -89%
TCM
2640
Tanaka Capital Management
New York
$174K – – –
MWP
2641
Meridian Wealth Partners
Pennsylvania
$173K +$3.25K +36 +2%
SFPG
2642
Stonebridge Financial Planning Group
Florida
$170K +$9.27K +98 +6%
SLF
2643
Sun Life Financial
Ontario, Canada
$169K -$989 -11 -0.6%
BC
2644
Barnett & Company
Tennessee
$167K -$36.2K -402 -18%
AC
2645
AlphaCore Capital
California
$167K +$167K +1,854 New
CYG
2646
Clean Yield Group
Vermont
$166K -$401K -4,459 -71%
NC
2647
NewSquare Capital
Pennsylvania
$166K +$18.2K +202 +12%
LD
2648
Lipe & Dalton
New York
$163K – – –
HCL
2649
Heard Capital LLC
Illinois
$153K +$153K +1,700 New
PCFFS
2650
Pacific Center for Financial Services
California
$151K +$47.9K +532 +46%
104 105
106
107 108