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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 %
TPWA
1251
TRUE Private Wealth Advisors
Oregon
$3.12M +$756K +8,399 +32%
KPW
1252
Kore Private Wealth
New York
$3.11M -$149K -1,652 -5%
WIC
1253
Whitegate Investment Counselors
New Hampshire
$3.11M +$20.3K +225 +0.7%
PWS
1254
Peloton Wealth Strategists
Indiana
$3.1M +$9K +100 +0.3%
TA
1255
TFG Advisers
Michigan
$3.1M +$77.9K +865 +3%
CP
1256
Corbenic Partners
Pennsylvania
$3.1M -$43.8K -487 -1%
AC
1257
Arjuna Capital
North Carolina
$3.1M -$68.3K -759 -2%
MCP
1258
Mirador Capital Partners
California
$3.09M +$95.7K +1,060 +3%
FFA
1259
Fragasso Financial Advisors
Pennsylvania
$3.09M +$66.9K +743 +2%
BC
1260
Burleson & Co
California
$3.09M +$3.09M +33,339 New
CF
1261
Centaurus Financial
California
$3.09M +$788K +8,755 +34%
CAM
1262
Chou Associates Management
Ontario, Canada
$3.09M -$900K -10,000 -23%
SFSIG
1263
San Francisco Sentry Investment Group
California
$3.07M -$111K -1,228 -3%
AF
1264
Advisornet Financial
Minnesota
$3.07M +$523K +5,805 +21%
WC
1265
Weil Company
California
$3.07M +$926K +10,288 +43%
BCM
1266
Bowie Capital Management
Texas
$3.06M +$3.06M +34,000 New
S
1267
SignatureFD
Georgia
$3.06M -$43.7K -485 -1%
LFA
1268
Legacy Financial Advisors
Kentucky
$3.05M +$44.3K +463 +1%
ET
1269
Equitable Trust
Tennessee
$3.04M -$2.07M -23,011 -41%
CCA
1270
Checchi Capital Advisers
California
$3.04M -$60.5K -672 -2%
SFA
1271
Sequoia Financial Advisors
Ohio
$3.04M +$128K +1,421 +4%
BAM
1272
Belpointe Asset Management
Nevada
$3.04M +$79.4K +882 +3%
OIM
1273
Opus Investment Management
Massachusetts
$3.04M -$45K -500 -1%
AFM
1274
Andesa Financial Management
Pennsylvania
$3.04M -$148K -1,648 -5%
GCM
1275
Gibraltar Capital Management
Oklahoma
$3.02M +$3.02M +33,593 New
49 50
51
52 53