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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 %
SAM
2926
Shikiar Asset Management
New York
– -$265K -1,900 Closed
EL
2927
Envoi LLC
Minnesota
– -$264K -1,893 Closed
CHA
2928
Cooper/Haims Advisors
New York
– -$258K -1,851 Closed
OBWP
2929
O'Brien Wealth Partners
Massachusetts
– -$253K -1,833 Closed
GG
2930
Greenwood Gearhart
Arkansas
– -$255K -1,830 Closed
PFA
2931
Plotkin Financial Advisors
Maryland
– -$254K -1,820 Closed
NA
2932
Nottingham Advisors
New York
– -$253K -1,817 Closed
BWM
2933
BCS Wealth Management
Tennessee
– -$253K -1,814 Closed
ADMI
2934
Albert D. Mason Inc
Massachusetts
– -$253K -1,812 Closed
SWP
2935
Summit Wealth Partners
Florida
– -$253K -1,812 Closed
GAM
2936
Gould Asset Management
California
– -$252K -1,807 Closed
PWS
2937
Private Wealth Strategies
Ohio
– -$252K -1,806 Closed
SICM
2938
Sustainable Insight Capital Management
New York
– -$251K -1,800 Closed
GAM
2939
Garrison Asset Management
Arkansas
– -$250K -1,793 Closed
VFP
2940
Verus Financial Partners
Virginia
– -$250K -1,792 Closed
LAM
2941
L2 Asset Management
Massachusetts
– -$250K -1,791 Closed
MAA
2942
Mraz Amerine & Associates
California
– -$249K -1,787 Closed
NA
2943
Navellier & Associates
Nevada
– -$248K -1,781 Closed
CCP
2944
Clarkston Capital Partners
Michigan
– -$248K -1,777 Closed
MWC
2945
MKD Wealth Coaches
Michigan
– -$247K -1,773 Closed
PA
2946
Paragon Advisors
Texas
– -$241K -1,771 Closed
W
2947
WealthStone
Ohio
– -$250K -1,759 Closed
EWA
2948
ERTS Wealth Advisors
Michigan
– -$244K -1,753 Closed
DC
2949
Derby & Company
Massachusetts
– -$240K -1,725 Closed
CIA
2950
Compass Ion Advisors
Pennsylvania
– -$239K -1,718 Closed
116 117
118
119 120