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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 %
WLIM
2951
White Lighthouse Investment Management
Massachusetts
– -$238K -1,709 Closed
RCG
2952
Ruane, Cunniff & Goldfarb
New York
– -$238K -1,708 Closed
STB
2953
S&T Bank
Pennsylvania
– -$235K -1,687 Closed
MCMT
2954
Moon Capital Management (Tennessee)
Tennessee
– -$235K -1,685 Closed
CCM
2955
Colorado Capital Management
Colorado
– -$232K -1,666 Closed
PDM
2956
Penn Davis McFarland
Texas
– -$230K -1,652 Closed
IA
2957
Independence Advisors
Pennsylvania
– -$230K -1,652 Closed
FI
2958
Financial Insights
Washington
– -$229K -1,644 Closed
IWA
2959
Inspirion Wealth Advisors
Illinois
– -$229K -1,643 Closed
IDA
2960
Intelligence Driven Advisers
California
– -$229K -1,639 Closed
SHWM
2961
Smith & Howard Wealth Management
Georgia
– -$226K -1,619 Closed
RF
2962
RHS Financial
California
– -$224K -1,610 Closed
RWRC
2963
R.W. Roge & Company
New York
– -$221K -1,600 Closed
PAG
2964
Pinnacle Advisory Group
Maryland
– -$222K -1,592 Closed
BMCM
2965
Bryn Mawr Capital Management
Pennsylvania
– -$220K -1,578 Closed
NQWM
2966
Northwest Quadrant Wealth Management
Oregon
– -$218K -1,572 Closed
HIM
2967
Hanlon Investment Management
New Jersey
– -$219K -1,569 Closed
BRC
2968
Bell Rock Capital
Delaware
– -$218K -1,567 Closed
MIM
2969
Martin Investment Management
Florida
– -$217K -1,559 Closed
CA
2970
Crumly & Associates
Illinois
– -$216K -1,546 Closed
CFS
2971
Cannon Financial Strategists
Georgia
– -$210K -1,507 Closed
WCM
2972
Wallace Capital Management
Texas
– -$209K -1,501 Closed
BLAM
2973
Bourne Lent Asset Management
New York
– -$209K -1,500 Closed
GWM
2974
GSB Wealth Management
Connecticut
– -$209K -1,500 Closed
CFA
2975
Cahill Financial Advisors
Minnesota
– -$210K -1,500 Closed
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