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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 %
APP
1126
Avantax Planning Partners
Iowa
$3.89M +$1.01M +11,240 +35%
FBT
1127
First Bankers Trust
Kentucky
$3.89M +$1.62K +18 +0%
LJAC
1128
L.J. Altfest & Co
New York
$3.88M +$3.88M +43,093 New
WPIC
1129
White Pine Investment Company
Michigan
$3.87M +$33.8K +375 +0.9%
CIG
1130
Consolidated Investment Group
Colorado
$3.87M – – –
LA
1131
Lynch & Associates
Indiana
$3.86M +$354K +3,932 +10%
IFAM
1132
Institutional & Family Asset Management
Colorado
$3.86M +$704K +7,817 +22%
MPA
1133
Marvin & Palmer Associates
Delaware
$3.85M -$721K -8,003 -16%
KHLMTHM
1134
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.84M +$1M +11,119 +35%
SAM
1135
Selway Asset Management
$3.84M +$9K +100 +0.2%
DWM
1136
Dorchester Wealth Management
Quebec, Canada
$3.83M +$722K +8,020 +23%
WCA
1137
Westover Capital Advisors
Delaware
$3.8M -$33.3K -370 -0.9%
RIA
1138
RPG Investment Advisory
California
$3.8M +$40.7K +452 +1%
TRCT
1139
Tower Research Capital (TRC)
New York
$3.8M +$3.8M +42,180 +124,059%
MBTD
1140
Mechanics Bank - Trust Department
California
$3.78M +$607K +6,748 +19%
CAM
1141
Columbia Asset Management
Michigan
$3.77M +$246K +2,737 +7%
HW
1142
Hedeker Wealth
Illinois
$3.77M -$60.9K -677 -2%
BRWM
1143
B. Riley Wealth Management
Tennessee
$3.76M +$1.51M +16,821 +67%
AFM
1144
Abbot Financial Management
Massachusetts
$3.76M +$5.04K +56 +0.1%
AC
1145
Abbrea Capital
California
$3.74M +$182K +2,022 +5%
MCM
1146
McMillion Capital Management
North Carolina
$3.74M -$148K -1,640 -4%
GH
1147
GAM Holding
Switzerland
$3.73M +$533K +5,920 +17%
SMG
1148
Spectrum Management Group
Indiana
$3.71M -$396K -4,400 -10%
DCM
1149
Delta Capital Management
New Jersey
$3.71M -$45K -500 -1%
CCI
1150
Columbus Circle Investors
$3.71M -$3.07M -34,131 -45%
44 45
46
47 48