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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 %
DWM
1076
Dakota Wealth Management
Florida
$4.26M +$481K +5,345 +13%
RWA
1077
River Wealth Advisors
Pennsylvania
$4.23M +$231K +2,565 +6%
CCP
1078
Cardan Capital Partners
Colorado
$4.23M +$36.4K +404 +0.9%
BRCM
1079
Bright Rock Capital Management
Massachusetts
$4.23M – – –
XWM
1080
Xcel Wealth Management
Florida
$4.22M -$485K -5,387 -10%
GC
1081
Grimes & Company
Massachusetts
$4.19M +$166K +1,841 +4%
WSC
1082
Wellington Shields & Co
New York
$4.17M -$138K -1,529 -3%
WG
1083
Winton Group
United Kingdom
$4.17M +$1.45M +16,145 +54%
ECM
1084
Elgethun Capital Management
South Dakota
$4.17M +$154K +1,710 +4%
PA
1085
Perennial Advisors
New York
$4.16M +$161K +1,790 +4%
BP
1086
Ballentine Partners
Massachusetts
$4.15M +$213K +2,369 +5%
GWM
1087
Geneos Wealth Management
Colorado
$4.14M +$124K +1,361 +3%
RC
1088
RBF Capital
California
$4.14M +$450K +5,000 +12%
FFG
1089
Frisch Financial Group
New York
$4.14M +$2.2M +24,472 +114%
BFG
1090
Beacon Financial Group
Texas
$4.13M +$15K +160 +0.4%
SFG
1091
SevenBridge Financial Group
Pennsylvania
$4.12M +$157K +1,744 +4%
NAS
1092
Nicolet Advisory Services
Wisconsin
$4.12M +$735K +8,169 +22%
WAM
1093
Wealthspire Advisors (Maryland)
Maryland
$4.11M -$276K -3,066 -6%
SVWAG
1094
Sound View Wealth Advisors Group
Georgia
$4.11M +$178K +1,981 +5%
AMM
1095
American Money Management
California
$4.1M +$204K +2,269 +5%
OIA
1096
OneDigital Investment Advisors
Kansas
$4.09M +$445K +4,968 +12%
UF
1097
Univest Financial
Pennsylvania
$4.09M -$886K -9,838 -18%
PAI
1098
Pittenger & Anderson Inc
Nebraska
$4.09M -$28.4K -315 -0.7%
MFG
1099
MidWestOne Financial Group
Iowa
$4.09M -$188K -2,084 -4%
TCM
1100
Tran Capital Management
California
$4.08M -$306K -3,401 -7%
42 43
44
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