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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 %
SIAP
1451
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.29M +$192K +2,133 +9%
AAM
1452
Aureus Asset Management
Massachusetts
$2.29M -$40.9K -454 -2%
NEIRG
1453
New England Investment & Retirement Group
Massachusetts
$2.28M -$73.5K -816 -3%
LHC
1454
Little House Capital
Massachusetts
$2.28M +$203K +2,254 +10%
AWA
1455
Arete Wealth Advisors
Illinois
$2.27M -$188K -2,086 -8%
AF
1456
Allworth Financial
California
$2.26M +$1.4M +15,499 +161%
PAS
1457
Partnervest Advisory Services
California
$2.26M +$17.9K +199 +0.8%
CBA
1458
Coastal Bridge Advisors
Connecticut
$2.26M +$1.5M +16,713 +199%
CCM
1459
Canal Capital Management
Virginia
$2.25M +$292K +3,239 +15%
BPIM
1460
Brant Point Investment Management
New York
$2.25M +$2.25M +25,000 New
CIA
1461
CSat Investment Advisory
Michigan
$2.24M +$630 +7 +0%
BOS
1462
Bank of Stockton
California
$2.24M -$60.2K -669 -3%
TFS
1463
TrustCore Financial Services
Tennessee
$2.24M +$281K +3,124 +14%
PP
1464
PDS Planning
Ohio
$2.24M +$1.23M +13,715 +123%
CFMC
1465
Curbstone Financial Management Corp
New Hampshire
$2.23M -$69K -766 -3%
HI
1466
Hudock Inc
Pennsylvania
$2.23M -$693K -7,697 -24%
JSMC
1467
Jess S. Morgan & Co
California
$2.23M +$423K +4,703 +23%
GCM
1468
Gladius Capital Management
Illinois
$2.23M +$2.23M +24,732 New
SAM
1469
Sompo Asset Management
Japan
$2.22M +$344K +3,820 +18%
BCWM
1470
Blue Chip Wealth Management
Florida
$2.22M -$236K -2,626 -10%
MFG
1471
Magnus Financial Group
New York
$2.21M -$238K -2,639 -10%
AL
1472
Aspiriant LLC
California
$2.21M -$18.9K -210 -0.8%
FUBT
1473
First United Bank & Trust
Maryland
$2.21M -$57.4K -638 -3%
MLIC
1474
Mandatum Life Insurance Company
Finland
$2.21M +$939K +10,435 +74%
JFGIW
1475
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.21M -$151K -1,674 -6%
57 58
59
60 61