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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 %
PTP
1301
Platform Technology Partners
New York
$2.91M +$987K +10,966 +51%
KWM
1302
Keebeck Wealth Management
Illinois
$2.9M +$330K +3,667 +13%
GGI
1303
GPM Growth Investors
Michigan
$2.9M -$33.3K -370 -1%
BFC
1304
Bedel Financial Consulting
Indiana
$2.9M +$313K +3,475 +12%
VLKIM
1305
Van Lanschot Kempen Investment Management
Netherlands
$2.89M +$851K +9,449 +42%
GAG
1306
GM Advisory Group
New York
$2.89M +$2.03M +22,506 +236%
WP
1307
WealthSource Partners
California
$2.88M +$470K +5,222 +20%
JIC
1308
Joel Isaacson & Co
New York
$2.88M -$215K -2,384 -7%
EBT
1309
Enterprise Bank & Trust
Massachusetts
$2.88M -$165K -1,833 -5%
WBC
1310
West Branch Capital
Massachusetts
$2.87M -$169K -1,875 -6%
SWM
1311
SeaCrest Wealth Management
New York
$2.87M +$119K +1,318 +4%
MPIA
1312
Mountain Pacific Investment Advisers
Idaho
$2.87M -$24.6K -273 -0.9%
PFM
1313
Premier Fund Managers
United Kingdom
$2.86M -$1.31M -13,995 -31%
SS
1314
Sunbelt Securities
Texas
$2.85M -$5.29M -58,795 -65%
AAS
1315
Annex Advisory Services
Wisconsin
$2.84M +$246K +2,733 +9%
TIA
1316
Tiemann Investment Advisors
California
$2.84M -$104K -1,151 -4%
BPM
1317
Bowling Portfolio Management
Ohio
$2.83M -$208K -2,314 -7%
BWA
1318
BDO Wealth Advisors
Florida
$2.83M +$344K +3,826 +14%
BIM
1319
Baldwin Investment Management
Pennsylvania
$2.82M -$9K -100 -0.3%
SFP
1320
Shepherd Financial Partners
Massachusetts
$2.82M -$1.09M -12,133 -28%
WEC
1321
Winslow Evans & Crocker
Massachusetts
$2.82M -$24.9K -276 -0.9%
GCM
1322
Gables Capital Management
Florida
$2.82M +$299K +3,312 +12%
CT
1323
Chicago Trust
Illinois
$2.82M -$91.3K -1,014 -3%
AWCI
1324
Alpine Woods Capital Investors
New York
$2.82M -$46K -511 -2%
PMG
1325
ProVise Management Group
Florida
$2.82M -$167K -1,854 -6%
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