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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 %
FC
2901
FCA Corp
Texas
– -$293K -2,100 Closed
CWM
2902
Campbell Wealth Management
Virginia
– -$292K -2,097 Closed
KLI
2903
Kelman-Lazarov Inc
Tennessee
– -$292K -2,095 Closed
RPAM
2904
Rhenman & Partners Asset Management
Sweden
– -$292K -2,095 Closed
BWM
2905
Brickley Wealth Management
California
– -$289K -2,076 Closed
EFL
2906
ERn Financial LLC
Wisconsin
– -$289K -2,071 Closed
AFG
2907
Affinia Financial Group
Massachusetts
– -$288K -2,063 Closed
AWM
2908
Apollon Wealth Management
South Carolina
– -$283K -2,060 Closed
SNBOSCI
2909
Security National Bank of Sioux City Iowa
Iowa
– -$286K -2,053 Closed
KM
2910
Kalos Management
Georgia
– -$285K -2,045 Closed
LRIC
2911
Long Road Investment Counsel
Michigan
– -$283K -2,032 Closed
MWM
2912
Madison Wealth Management
Ohio
– -$283K -2,027 Closed
MLFP
2913
MPS Loria Financial Planners
Illinois
– -$280K -2,012 Closed
CCM
2914
Chickasaw Capital Management
Tennessee
– -$279K -2,000 Closed
OWA
2915
One Wealth Advisors
California
– -$273K -1,959 Closed
VBFG
2916
Vishria Bird Financial Group
Tennessee
– -$272K -1,954 Closed
ZF
2917
Zhang Financial
Michigan
– -$270K -1,938 Closed
DWA
2918
Divergent Wealth Advisors
Utah
– -$270K -1,935 Closed
HA
2919
HYA Advisors
Missouri
– -$268K -1,925 Closed
WA
2920
WESPAC Advisors
California
– -$267K -1,917 Closed
LWA
2921
LWS Wealth Advisors
New Jersey
– -$267K -1,916 Closed
RPGK
2922
Retirement Planning Group (Kansas)
Kansas
– -$266K -1,910 Closed
BA
2923
BCM Advisors
Louisiana
– -$266K -1,908 Closed
OWM
2924
Orgel Wealth Management
Wisconsin
– -$266K -1,907 Closed
KCM
2925
Kathmere Capital Management
Pennsylvania
– -$265K -1,904 Closed
115 116
117
118 119