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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
+$737M
2
Bank of America
Bank of America
North Carolina
+$693M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$368M
4
GRQ
Gardner Russo & Quinn
Pennsylvania
+$344M
5
Charles Schwab
Charles Schwab
California
+$289M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.35B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.22B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$821M
4
Goldman Sachs
Goldman Sachs
New York
-$454M
5
AAMU
Amundi Asset Management US
Massachusetts
-$454M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOC
901
Barbara Oil Co
Illinois
$6.03M – – –
TCOT
902
Trust Company of Toledo
Ohio
$6.03M +$181K +2,006 +3%
WCM
903
Whitener Capital Management
North Carolina
$6.02M +$320K +3,556 +6%
BFPW
904
BOK Financial Private Wealth
Colorado
$5.99M -$3.09M -34,290 -34%
HFM
905
Hartford Financial Management
Connecticut
$5.99M -$812K -9,016 -12%
AI
906
Atom Investors
Texas
$5.97M +$564K +6,268 +10%
PTB
907
Pioneer Trust Bank
Oregon
$5.96M +$103K +1,141 +2%
AIA
908
Affinity Investment Advisors
California
$5.96M -$1.12M -12,431 -16%
FBC
909
Fairfield, Bush & Co
Connecticut
$5.96M -$444K -4,930 -7%
AF
910
Ally Financial
Michigan
$5.94M +$5.94M +66,000 New
DHFB
911
Dixon Hubard Feinour & Brown
Virginia
$5.92M -$248K -2,752 -4%
HFS
912
Hantz Financial Services
Michigan
$5.92M +$5.92M +65,713 New
LWM
913
Lyell Wealth Management
California
$5.91M +$184K +2,042 +3%
RM
914
Resource Management
Louisiana
$5.9M +$171K +1,903 +3%
TWMP
915
Taylor Wealth Management Partners
Massachusetts
$5.9M +$5.9M +65,552 New
FC
916
Fulcrum Capital
Washington
$5.89M -$95.5K -1,061 -2%
DT
917
Diversified Trust
Tennessee
$5.86M +$267K +2,969 +5%
JC
918
JBF Capital
Colorado
$5.85M -$1.35M -15,000 -19%
KWMG
919
King Wealth Management Group
Florida
$5.85M -$138K -1,528 -2%
KLWA
920
Kelly Lawrence W & Associates
California
$5.84M -$9K -100 -0.2%
JWM
921
JGP Wealth Management
Oregon
$5.83M +$9.71K +103 +0.2%
MMA
922
Miracle Mile Advisors
California
$5.8M -$6.09M -67,622 -51%
MIC
923
Means Investment Company
Maine
$5.8M +$138K +1,540 +2%
GCA
924
Guardian Capital Advisors
Ontario, Canada
$5.8M -$130K -2,199 -2%
AF
925
Arrow Financial
New York
$5.78M +$55.8K +620 +1%
35 36
37
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