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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 %
S
1501
Surevest
California
$2.12M +$1.89M +20,988 +837%
RFN
1502
RDA Financial Network
Iowa
$2.11M -$25.3K -281 -1%
SHA
1503
Seneca House Advisors
Virginia
$2.11M +$14.3K +159 +0.7%
FC
1504
Fusion Capital
South Carolina
$2.11M +$44.1K +490 +2%
CIAS
1505
Capital Investment Advisory Services
North Carolina
$2.11M +$1.15M +12,760 +119%
9WM
1506
9258 Wealth Management
Ohio
$2.11M +$112K +1,182 +6%
WWM
1507
Western Wealth Management
Colorado
$2.1M +$209K +2,309 +11%
FC
1508
Forte Capital
New York
$2.09M +$317K +3,524 +18%
NPA
1509
Nichols & Pratt Advisers
Massachusetts
$2.09M +$65.3K +725 +3%
CSC
1510
Cove Street Capital
California
$2.08M -$1.83M -20,297 -47%
RCA
1511
Resonant Capital Advisors
Wisconsin
$2.08M +$254K +2,819 +14%
DMK
1512
David M. Knott
$2.08M – – –
CFGS
1513
Concourse Financial Group Securities
Alabama
$2.08M +$135K +1,497 +7%
FSCM
1514
Front Street Capital Management
Montana
$2.07M -$540 -6 -0%
KA
1515
Kovack Advisors
Florida
$2.07M +$253K +2,805 +14%
ANB
1516
Amarillo National Bank
Texas
$2.07M -$25.7K -286 -1%
AFA
1517
Arlington Financial Advisors
California
$2.07M +$132K +1,470 +7%
HPCM
1518
High Pointe Capital Management
Illinois
$2.06M +$55.8K +620 +3%
SC
1519
Sawyer & Company
Massachusetts
$2.06M -$61K -677 -3%
GBBWRPM
1520
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.06M -$19.8K -220 -1%
BFC
1521
Blue Fin Capital
Rhode Island
$2.06M +$98.2K +1,091 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
1522
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.05M +$2.05M +22,819 New
HWA
1523
Heritage Way Advisors
Illinois
$2.04M -$33K -367 -2%
FMTCOCP
1524
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.04M +$9.91K +110 +0.5%
PIP
1525
Peachtree Investment Partners
Florida
$2.03M -$501K -5,570 -20%
59 60
61
62 63