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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 %
RIM
2751
Ranger Investment Management
Texas
$10K -$29.5K -321 -75%
FA
2752
Financial Advantage
Maryland
$9K – – –
RCC
2753
Red Cedar Capital
Nebraska
$9K – – –
TVWM
2754
Tower View Wealth Management
Wisconsin
$8K -$4.44K -51 -36%
MIM
2755
Macroview Investment Management
Maryland
$8K +$2.02K +22 +34%
ETC
2756
Exchange Traded Concepts
Oklahoma
$7K -$1.31M -13,623 -99%
CAM
2757
ClariVest Asset Management
California
$7K – – –
ARIS
2758
Advanced Research Investment Solutions
California
$6.57K – – –
TI
2759
tru Independence
Oregon
$5.57K -$4.06K -45,088 -42%
FCH
2760
Freestone Capital Holdings
Washington
$5.44K +$924 +10,266 +20%
BCMIO
2761
Beacon Capital Management Inc (Ohio)
Ohio
$5K – – –
BC
2762
Belmont Capital
California
$5K – – –
YAL
2763
Your Advocates Ltd
Texas
$5K +$5K +50 New
LCC
2764
Lincoln Capital Corp
Rhode Island
$3.69K -$474 -5,266 -11%
WAMC
2765
Western Asset Management Company
California
$3K +$3K +26 New
DCM
2766
Davis Capital Management
Florida
$3K +$3K +28 New
NL
2767
NWAM LLC
Washington
$2.79K +$949 +10,541 +52%
CWA
2768
Carolina Wealth Advisors
South Carolina
$2K – – –
UFF
2769
USA Financial Formulas
Michigan
$2K +$2K +22 New
OAM
2770
Optimal Asset Management
California
$1.9K +$1.25K +13,835 +192%
WA
2771
WBH Advisory
Maryland
$1.23K -$78 -868 -6%
PCM
2772
Prelude Capital Management
New York
$1K -$3.5M -48,930 -100%
HWM
2773
HighMark Wealth Management
Minnesota
$1K +$1K +12 New
CCT
2774
Capital City Trust
Florida
$429 +$197 +2,192 +85%
CSIA
2775
Charles Schwab Investment Advisory
California
– -$390M -2,796,694 Closed
109 110
111
112 113