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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 %
EW
1701
Evoke Wealth
California
$1.53M -$1.58M -17,553 -51%
RMAM
1702
Raab & Moskowitz Asset Management
New Jersey
$1.53M +$7.11K +79 +0.5%
GGHC
1703
Gilder Gagnon Howe & Co
New York
$1.53M -$7.11K -79 -0.5%
CL
1704
Choreo LLC
Illinois
$1.53M -$99.9K -1,110 -6%
CWM
1705
Connecticut Wealth Management
Connecticut
$1.52M -$18.9K -210 -1%
MWM
1706
Mattern Wealth Management
Kansas
$1.52M +$11.3K +126 +0.8%
TWI
1707
Thomas White International
Illinois
$1.52M +$315K +3,500 +26%
KF
1708
Krilogy Financial
Missouri
$1.52M +$57K +633 +4%
BSAM
1709
Blue Square Asset Management
New York
$1.52M +$156K +1,730 +11%
PFGIA
1710
Patriot Financial Group Insurance Agency
Massachusetts
$1.52M +$129K +1,429 +9%
WAP
1711
Wealthcare Advisory Partners
Pennsylvania
$1.51M +$523K +5,806 +53%
SCM
1712
Southport Capital Management
Tennessee
$1.51M -$204K -2,264 -12%
FCCM
1713
First City Capital Management
Georgia
$1.5M -$7.83K -87 -0.5%
AFS
1714
Access Financial Services
Minnesota
$1.5M -$206K -2,287 -12%
CT
1715
Columbia Trust
Oregon
$1.5M -$31.6K -351 -2%
MFG
1716
Merit Financial Group
Georgia
$1.5M +$29.5K +328 +2%
IWA
1717
Intercontinental Wealth Advisors
Texas
$1.5M +$1.12M +12,419 +293%
NFG
1718
Next Financial Group
Texas
$1.5M -$44K -489 -3%
VCAM
1719
Van Cleef Asset Management
Ohio
$1.49M +$8.1K +90 +0.5%
ATWA
1720
Arbor Trust Wealth Advisors
Michigan
$1.49M -$7.39K -82 -0.5%
PA
1721
Procyon Advisors
Connecticut
$1.49M +$260K +2,888 +21%
SMC
1722
Smith, Moore & Co
Missouri
$1.48M -$11.6K -129 -0.8%
MIP
1723
Marietta Investment Partners
Wisconsin
$1.48M -$2.25M -25,048 -60%
CAN
1724
Claraphi Advisory Network
United States
$1.48M +$79.6K +884 +6%
PAMG
1725
Patton Albertson Miller Group
Tennessee
$1.47M +$91K +1,011 +7%
67 68
69
70 71