JPM icon

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 %
CG
1526
Cynosure Group
Utah
$2.03M +$1.34M +14,931 +196%
WCM
1527
Wunderlich Capital Managemnt
Tennessee
$2.03M -$30.1K -334 -1%
BMC
1528
Beaton Management Company
Massachusetts
$2.02M +$9K +100 +0.4%
CA
1529
Claro Advisors
Massachusetts
$2.02M +$61.5K +683 +3%
GCM
1530
Grisanti Capital Management
New York
$2.02M +$1.94M +21,559 +2,519%
RCG
1531
Rock Creek Group
District of Columbia
$2M -$705K -7,832 -26%
BCM
1532
Blume Capital Management
California
$2M -$17.1K -190 -0.8%
PH
1533
Pinnacle Holdings
Oklahoma
$1.99M -$52.9K -588 -3%
5L
1534
55I LLC
Massachusetts
$1.99M -$279K -2,712 -12%
SFG
1535
StrategIQ Financial Group
Indiana
$1.99M +$43K +477 +2%
SCM
1536
SOL Capital Management
Maryland
$1.99M +$10.8K +120 +0.5%
AWS
1537
AJ Wealth Strategies
New York
$1.99M +$1.58M +17,571 +389%
PWMAG
1538
Pinnacle Wealth Management Advisory Group
New Jersey
$1.99M +$67.4K +749 +4%
NAM
1539
NTV Asset Management
West Virginia
$1.99M +$197K +2,192 +11%
IAS
1540
IMA Advisory Services
Colorado
$1.98M -$923K -10,251 -32%
UBG
1541
United Bank (Georgia)
Georgia
$1.98M -$640K -7,113 -24%
GIM
1542
Guardian Investment Management
California
$1.98M -$49.5K -550 -2%
ARMT
1543
Amica Retiree Medical Trust
Rhode Island
$1.98M -$114K -1,262 -5%
FPFS
1544
First Personal Financial Services
North Carolina
$1.98M +$1.47M +16,357 +293%
BFA
1545
Brendel Financial Advisors
New Hampshire
$1.98M – – –
CPA
1546
Court Place Advisors
Maryland
$1.97M -$6.21K -69 -0.3%
RSS
1547
Rosenblum Silverman Sutton
California
$1.96M -$29.2K -324 -1%
CWAG
1548
Compton Wealth Advisory Group
Virginia
$1.96M -$97.4K -1,082 -5%
PFBT
1549
Parkside Financial Bank & Trust
Missouri
$1.96M +$176K +1,957 +10%
AIP
1550
Almanack Investment Partners
Pennsylvania
$1.96M +$430K +4,770 +28%
60 61
62
63 64