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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 %
KIG
1726
Kessler Investment Group
Indiana
$1.47M +$1.47M +16,344 New
BCM
1727
Birmingham Capital Management
Alabama
$1.47M +$108K +1,195 +8%
AWE
1728
Avidian Wealth Enterprises
Texas
$1.47M +$630K +6,994 +75%
PCM
1729
Poehling Capital Management
Wisconsin
$1.46M -$8.55K -95 -0.6%
AIC
1730
Ameritas Investment Company
Nebraska
$1.46M -$607K -6,887 -29%
BMC
1731
Benin Management Corp
Connecticut
$1.46M +$81.9K +910 +6%
HWA
1732
Heritage Wealth Advisors
Virginia
$1.45M +$582K +6,468 +67%
MIM
1733
Miller Investment Management
Pennsylvania
$1.45M – – –
CFFP
1734
Center for Financial Planning
Michigan
$1.44M -$66.6K -740 -4%
FFG
1735
Ford Financial Group
California
$1.44M -$31.7K -352 -2%
PPP
1736
Private Portfolio Partners
New Jersey
$1.44M -$1.89K -21 -0.1%
RTC
1737
Riverview Trust Company
Washington
$1.44M +$8.46K +94 +0.6%
PP
1738
PagnatoKarp Partners
Virginia
$1.44M -$58.4K -649 -4%
APWM
1739
Atlas Private Wealth Management
New York
$1.44M +$174K +1,931 +14%
CCM
1740
CAAS Capital Management
New York
$1.44M +$1.44M +16,000 New
LSAG
1741
Lake Street Advisors Group
New Hampshire
$1.44M +$53.4K +593 +4%
CWP
1742
CFM Wealth Partners
Texas
$1.43M +$98K +1,089 +7%
EWM
1743
Elmwood Wealth Management
California
$1.43M +$114K +1,036 +9%
ODG
1744
O'Dell Group
Ohio
$1.43M +$116K +1,288 +9%
TAM
1745
Townsend Asset Management
North Carolina
$1.43M +$154K +1,707 +12%
NL
1746
NVWM LLC
Pennsylvania
$1.42M -$178K -1,976 -11%
HFG
1747
Heron Financial Group
New York
$1.42M -$29.6K -310 -2%
CIM
1748
CIM Investment Management
Pennsylvania
$1.42M +$149K +1,650 +12%
NCM
1749
Neumann Capital Management
California
$1.41M -$49.5K -550 -3%
AI
1750
Accredited Investors
Minnesota
$1.41M +$230K +2,551 +20%
68 69
70
71 72