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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 %
HCM
2651
Horrell Capital Management
Arkansas
$148K – – –
AA
2652
Advisory Alpha
Michigan
$147K +$32.5K +364 +28%
HFM
2653
Harvest Fund Management
China
$146K +$26.9K +299 +23%
Bank Julius Baer & Co
2654
Bank Julius Baer & Co
Switzerland
$146K +$146K +1,622 New
LS
2655
Leelyn Smith
Illinois
$142K -$1.81K -20 -1%
TFA
2656
Toth Financial Advisory
Virginia
$140K +$90 +1 +0.1%
MAM
2657
Marquette Asset Management
Minnesota
$140K +$35.9K +400 +35%
DTIM
2658
Danda Trouve Investment Management
Kansas
$137K +$32.2K +358 +31%
SIS
2659
Sound Income Strategies
Florida
$136K +$90.8K +1,010 +201%
BSG
2660
Black Swift Group
Colorado
$135K +$135K +1,500 New
JJ
2661
JDC-JSC
New York
$135K +$135K +1,500 New
SC
2662
Solstein Capital
California
$134K -$213K -2,368 -61%
HGWM
2663
Harvest Group Wealth Management
Massachusetts
$131K – – –
PO
2664
Private Ocean
California
$125K -$60.1K -671 -32%
RFWA
2665
RPg Family Wealth Advisory
Massachusetts
$125K -$11.3K -125 -8%
NCM
2666
Next Capital Management
New York
$123K +$123K +1,370 New
HIM
2667
Hillsdale Investment Management
Ontario, Canada
$121K +$121K +1,340 New
FFW
2668
Fusion Family Wealth
New York
$117K – – –
SAM
2669
Sycomore Asset Management
France
$117K +$117K +1,300 New
KFS
2670
Kelly Financial Services
Massachusetts
$112K -$10.5K -117 -9%
JSC
2671
Jackson Square Capital
California
$112K -$41.1K -455 -27%
LPWM
2672
Lake Point Wealth Management
Texas
$108K -$163K -1,807 -60%
CFD
2673
Creative Financial Designs
Indiana
$108K +$3.52K +39 +3%
CC
2674
Cognios Capital
Kansas
$105K +$105K +1,171 New
LF
2675
Lee Financial
Texas
$104K -$45.6K -506 -30%
105 106
107
108 109