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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
$8.2B
2
Bank of America
Bank of America
North Carolina
$5.76B
3
Viking Global Investors
Viking Global Investors
Connecticut
$368M
4
GRQ
Gardner Russo & Quinn
Pennsylvania
$345M
5
Charles Schwab
Charles Schwab
California
$1.62B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.14B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.2B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$4.18B
4
Goldman Sachs
Goldman Sachs
New York
$1.35B
5
AAMU
Amundi Asset Management US
Massachusetts
$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
2726
Stuart Chaussee & Associates
California
$33K -$21K -235 -39%
SSWG
2727
Seven Springs Wealth Group
Tennessee
$32K – – –
EAM
2728
Eukles Asset Management
Ohio
$32K +$3.13K +35 +11%
LAS
2729
Lloyd Advisory Services
Georgia
$31K +$2.14K +24 +7%
WIM
2730
Westside Investment Management
California
$27.3K +$27.3K +3,892 New
RBC
2731
Roble Belko & Company
Pennsylvania
$27K – – –
AWMS
2732
Advocacy Wealth Management Services
Georgia
$27K +$5.49K +64 +25%
WCM
2733
Wealthcare Capital Management
Virginia
$26K -$15.7K -178 -38%
CMA
2734
Cedar Mountain Advisors
Oregon
$25K -$16.5K -185 -40%
SMH
2735
Sanders Morris Harris
Texas
$24K -$143K -89,702 -86%
FG
2736
FSI Group
Ohio
$23K -$287K -3,206 -93%
RWG
2737
Regal Wealth Group
California
$23K -$20.5K -225 -47%
MWC
2738
MBM Wealth Consultants
Missouri
$23K – – –
NCM
2739
New Capital Management
Texas
$22K -$160K -1,743 -88%
MFT
2740
Moisand Fitzgerald Tamayo
Florida
$22K – – –
CWM
2741
Cedar Wealth Management
California
$22K +$14.6K +165 +196%
MLL
2742
Moody Lynn & Lieberson
Massachusetts
$22K -$769 -8,545 -3%
AWM
2743
Avondale Wealth Management
Texas
$21K – – –
IF
2744
Ironwood Financial
Arizona
$21K +$8.97K +100 +75%
TA
2745
Thor Advisors
New York
$20K +$20K +218 New
OFG
2746
OmniStar Financial Group
North Carolina
$20K +$20K +224 New
RCWMU
2747
Rothschild & Co Wealth Management (UK)
United Kingdom
$18K – – –
FGAM
2748
Financial Gravity Asset Management
Texas
$16.5K -$1.44K -22 -8%
TJHA
2749
Thomas J. Herzfeld Advisors
Florida
$13K – – –
CAGAS
2750
Capital Advisory Group Advisory Services
Minnesota
$12K +$12K +134 New
108 109
110
111 112