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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 %
MAM
2876
Martingale Asset Management
Massachusetts
– -$400K -2,868 Closed
VNB
2877
Virginia National Bank
Virginia
– -$398K -2,858 Closed
CRCM
2878
Corbett Road Capital Management
Virginia
– -$389K -2,809 Closed
HCP
2879
Holt Capital Partners
Texas
– -$391K -2,803 Closed
LP
2880
LGL Partners
Pennsylvania
– -$381K -2,734 Closed
CAM
2881
Concorde Asset Management
Michigan
– -$377K -2,705 Closed
LFS
2882
Legacy Financial Strategies
Kansas
– -$376K -2,697 Closed
NERM
2883
New England Research & Management
Illinois
– -$371K -2,658 Closed
CA
2884
Cumberland Advisors
Florida
– -$369K -2,650 Closed
VIA
2885
Vantis Investment Advisers
Florida
– -$367K -2,630 Closed
AF
2886
Apexium Financial
Texas
– -$355K -2,547 Closed
DBRC
2887
D.B. Root & Company
Pennsylvania
– -$347K -2,494 Closed
AWA
2888
Alaska Wealth Advisors
Alaska
– -$330K -2,367 Closed
DPI
2889
Diversified Portfolios Inc
Michigan
– -$316K -2,270 Closed
DA
2890
DSC Advisors
Illinois
– -$315K -2,261 Closed
SFWC
2891
Strategic Family Wealth Counselors
New Jersey
– -$315K -2,260 Closed
MWM
2892
MinichMacGregor Wealth Management
New York
– -$313K -2,250 Closed
LIM
2893
Lathrop Investment Management
Arkansas
– -$312K -2,241 Closed
ICM
2894
Intrepid Capital Management
Florida
– -$309K -2,218 Closed
AWM
2895
Adams Wealth Management
Utah
– -$303K -2,176 Closed
PHAM
2896
Palisades Hudson Asset Management
Florida
– -$299K -2,144 Closed
FA
2897
Financial Advisors
Massachusetts
– -$298K -2,138 Closed
BWCS
2898
Beirne Wealth Consulting Services
Connecticut
– -$298K -2,135 Closed
VFM
2899
Vivid Financial Management
California
– -$290K -2,113 Closed
BBL
2900
Beck Bode LLC
Massachusetts
– -$293K -2,102 Closed
114 115
116
117 118