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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 %
MWA
2676
Moser Wealth Advisors
Washington
$104K +$63.3K +700 +156%
CFN
2677
Cordasco Financial Network
Florida
$104K +$74.1K +826 +248%
HFA
2678
HC Financial Advisors
California
$101K +$101K +1,118 New
APW
2679
Acima Private Wealth
Virginia
$100K – – –
JPLA
2680
Joseph P. Lucia & Associates
New York
$100K +$3.25K +36 +3%
VCS
2681
Vaughan & Co Securities
New Jersey
$99.1K – – –
Loomis, Sayles & Company
2682
Loomis, Sayles & Company
Massachusetts
$99K -$351K -3,890 -78%
TF
2683
TimeScale Financial
Massachusetts
$99K -$44.2K -495 -31%
PP
2684
PrairieView Partners
Minnesota
$99K +$99K +1,104 New
ST
2685
Sageworth Trust
Pennsylvania
$97K – – –
LGWM
2686
Litman Gregory Wealth Management
California
$95K -$101K -1,125 -52%
CFG
2687
Capstone Financial Group
Oklahoma
$95K -$5.4K -60 -5%
TCM
2688
TD Capital Management
Tennessee
$93K +$8.99K +100 +11%
CA
2689
Centerpoint Advisors
Massachusetts
$93K +$14.4K +160 +18%
IWP
2690
IAG Wealth Partners
Wisconsin
$90K -$14.5K -160 -14%
HWM
2691
Holloway Wealth Management
Florida
$90K -$140K – –
SC
2692
Stratford Consulting
Texas
$89K -$90.3K -997 -50%
ELI
2693
Empire Life Investments
Ontario, Canada
$88K -$18.1K -200 -17%
CDIA
2694
Capital Directions Investment Advisors
Georgia
$87K – – –
TWP
2695
TFO Wealth Partners
Ohio
$87K +$539 +6 +0.6%
MSFP
2696
Mark Sheptoff Financial Planning
Connecticut
$85K -$140K -1,550 -62%
OAJ
2697
Ogorek Anthony Joseph
New York
$82K – – –
CCM
2698
Cribstone Capital Management
Maine
$82K – – –
APC
2699
Aspire Private Capital
North Carolina
$77K -$43.3K -481 -36%
EIP
2700
Ellis Investment Partners
Pennsylvania
$77K +$36.4K +434 +90%
106 107
108
109 110