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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
1
Capital World Investors
California
$8.2B
2
Bank of America
2
Bank of America
North Carolina
$5.76B
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$368M
4
GRQ
4
Gardner Russo & Quinn
Pennsylvania
$345M
5
Charles Schwab
5
Charles Schwab
California
$1.62B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.14B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.2B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.18B
4
Goldman Sachs
4
Goldman Sachs
New York
$1.35B
5
AAMU
5
Amundi Asset Management US
Massachusetts
$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCC
2976
Chelsea Counsel Company
California
– -$208K -1,489 Closed
KL
2977
KWMG LLC
Kansas
– -$208K -1,489 Closed
HFA
2978
Hoover Financial Advisors
Pennsylvania
– -$207K -1,482 Closed
ACA
2979
Ascension Capital Advisors
Texas
– -$205K -1,471 Closed
CWM
2980
Cahaba Wealth Management
Georgia
– -$203K -1,462 Closed
SBWIC
2981
Schaper Benz & Wise Investment Counsel
Wisconsin
– -$203K -1,459 Closed
TAM
2982
Trust Asset Management
Texas
– -$203K -1,457 Closed
KPWG
2983
KFA Private Wealth Group
Virginia
– -$202K -1,452 Closed
CWA
2984
Capital Wealth Alliance
Arizona
– -$179K -1,350 Closed
ACM
2985
Anfield Capital Management
California
– -$153K -1,113 Closed
CCM
2986
Cutler Capital Management
Massachusetts
– -$141K -1,014 Closed
BAM
2987
Baldrige Asset Management
Pennsylvania
– -$141K -1,013 Closed
MS
2988
Mizuho Securities
Japan
– -$139K -1,000 Closed
EMFAT
2989
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$138K -989 Closed
KFA
2990
Kays Financial Advisory
Georgia
– -$117K -837 Closed
AFS
2991
Aft Forsyth & Sober
Florida
– -$87K -625 Closed
HCM
2992
Hillman Capital Management
Maryland
– -$84K -600 Closed
PWP
2993
Personal Wealth Partners
Minnesota
– -$62K -445 Closed
PC
2994
Permanens Capital
New York
– -$50K -360 Closed
NG
2995
NWK Group
California
– -$39K -281 Closed
LWA
2996
Lowe Wealth Advisors
Maryland
– -$33K -236 Closed
LFASL
2997
Lugano Financial Advisors SA (LFA)
Switzerland
– -$26K -190 Closed
CI
2998
Cordant Inc
Oregon
– -$13K -96 Closed
TFA
2999
Tobias Financial Advisors
Florida
– -$11K -83 Closed
NIM
3000
NuWave Investment Management
New Jersey
– -$11K -82 Closed
116 117 118 119
120