JPM icon

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 %
BWM
951
Buckley Wealth Management
Nevada
$5.49M +$88.7K +985 +2%
TW
952
Transform Wealth
Colorado
$5.47M +$380K +4,216 +7%
FHB
953
First Hawaiian Bank
Hawaii
$5.45M -$577K -6,405 -10%
WTFG
954
Wells Trecaso Financial Group
Ohio
$5.43M +$72.5K +805 +1%
SC
955
Stolper & Co
Oklahoma
$5.42M +$5.42M +60,235 New
CC
956
Chicago Capital
Illinois
$5.41M +$5.85K +65 +0.1%
PFS
957
Prospera Financial Services
Texas
$5.4M +$597K +6,630 +12%
RWM
958
Rench Wealth Management
Texas
$5.38M -$55.6K -617 -1%
TF
959
Tompkins Financial
New York
$5.37M +$286K +3,176 +6%
TCM
960
Telos Capital Management
California
$5.37M +$346K +3,845 +7%
SWM
961
Segment Wealth Management
Texas
$5.32M +$37.9K +421 +0.7%
VCA
962
Verdence Capital Advisors
Maryland
$5.31M +$274K +3,047 +5%
IA
963
IFP Advisors
Florida
$5.31M -$183K -1,868 -3%
PGIM
964
Pacific Global Investment Management
California
$5.3M -$238K -2,647 -4%
GFA
965
Gifford Fong Associates
California
$5.29M – – –
SGCA
966
Steel Grove Capital Advisors
Tennessee
$5.28M -$13.7K -152 -0.3%
HCM
967
HGI Capital Management
New York
$5.26M +$2.1M +23,326 +66%
EH
968
Equitable Holdings
New York
$5.24M +$253K +2,815 +5%
IPW
969
Inlet Private Wealth
Florida
$5.21M -$9K -100 -0.2%
UFG
970
United Fire Group
Iowa
$5.2M – – –
JCM
971
Jacobi Capital Management
Pennsylvania
$5.2M +$2.23M +24,818 +75%
WIS
972
Wright Investors Service
Connecticut
$5.19M +$66.2K +735 +1%
HAI
973
Hennessy Advisors Inc
California
$5.18M -$3.49M -38,750 -40%
WAS
974
Wealth Advisory Solutions
Indiana
$5.17M +$55.8K +620 +1%
LNC
975
Lincoln National Corp
Pennsylvania
$5.16M +$282K +3,129 +6%
37 38
39
40 41