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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 %
SCM
1626
Spreng Capital Management
Ohio
$1.71M -$59.2K -658 -3%
ACG
1627
Allen Capital Group
Nebraska
$1.71M +$152K +1,687 +10%
MGIA
1628
Moneta Group Investment Advisors
Missouri
$1.7M -$103K -1,145 -6%
TFA
1629
Teamwork Financial Advisors
Texas
$1.7M -$49.2K -547 -3%
EF
1630
Empirical Finance
Pennsylvania
$1.7M +$583K +6,469 +52%
RA
1631
RFG Advisory
Alabama
$1.7M +$168K +1,866 +11%
BCM
1632
Brookstone Capital Management
Illinois
$1.7M -$2.12M -23,566 -56%
CA
1633
Calton & Associates
Florida
$1.7M +$140K +1,965 +9%
CB
1634
CNB Bank
Pennsylvania
$1.69M +$96K +1,066 +6%
QWM
1635
QP Wealth Management
New Jersey
$1.69M +$583K +6,517 +52%
JSL
1636
JT Stratford LLC
Georgia
$1.69M +$33K +367 +2%
WPA
1637
West Paces Advisors
Georgia
$1.69M -$329K -3,655 -16%
FPB
1638
First PREMIER Bank
South Dakota
$1.69M +$1.35K +15 +0.1%
GCA
1639
Gradient Capital Advisors
California
$1.68M +$98.8K +1,097 +6%
BWM
1640
BigSur Wealth Management
Florida
$1.68M +$36K +400 +2%
WCM
1641
Weik Capital Management
Pennsylvania
$1.68M +$45.9K +510 +3%
LCM
1642
Liberty Capital Management
Michigan
$1.68M +$66.5K +739 +4%
EHC
1643
Everett Harris & Co
California
$1.67M +$405K +4,498 +32%
CCM
1644
Community Capital Management
Florida
$1.67M +$79.1K +878 +5%
QI
1645
Qtron Investments
Massachusetts
$1.67M +$297K +3,300 +22%
HCM
1646
Hollencrest Capital Management
California
$1.66M +$23.8K +264 +1%
KFGK
1647
Keystone Financial Group (Kentucky)
Kentucky
$1.66M +$81.4K +904 +5%
CAG
1648
Csenge Advisory Group
Florida
$1.66M +$366K +4,066 +28%
YIA
1649
YHB Investment Advisors
Connecticut
$1.66M +$17.2K +191 +1%
CCG
1650
Ceeto Capital Group
Florida
$1.66M +$172K +1,909 +12%
64 65
66
67 68