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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 %
NWP
1751
Northstar Wealth Partners
Connecticut
$1.41M +$50.1K +557 +4%
AIM
1752
Aspen Investment Management
Michigan
$1.4M -$2.25K -25 -0.2%
FCA
1753
FinTrust Capital Advisors
South Carolina
$1.39M +$26.6K +295 +2%
GG
1754
Gleason Group
Kentucky
$1.39M -$440K -4,883 -24%
IIA
1755
IPG Investment Advisors
California
$1.39M +$1.09M +12,146 +370%
EI
1756
Ethic Inc
New York
$1.39M +$334K +3,709 +32%
KS
1757
Karpas Strategies
Connecticut
$1.39M +$1.71K +19 +0.1%
FANJ
1758
Financial Architects (New Jersey)
New Jersey
$1.38M +$96.7K +1,074 +8%
PWPS
1759
Pinnacle Wealth Planning Services
Ohio
$1.38M +$213K +2,368 +18%
RCM
1760
RB Capital Management
Nevada
$1.38M +$81.2K +928 +6%
YWP
1761
YorkBridge Wealth Partners
New York
$1.38M -$53.5K -594 -4%
WIM
1762
Waverton Investment Management
United Kingdom
$1.38M -$83.5M -927,406 -98%
NISOA
1763
National Investment Services of America
Wisconsin
$1.37M -$90.9K -1,010 -6%
HIC
1764
Hartline Investment Corp
Illinois
$1.37M -$13.3K -148 -1%
BCM
1765
Bluefin Capital Management
New York
$1.37M -$9.55M -106,046 -87%
AIC
1766
Archer Investment Corporation
Indiana
$1.37M +$36.1K +401 +3%
BEC
1767
Blue Edge Capital
Virginia
$1.37M +$510K +5,666 +59%
TA
1768
TCG Advisors
Texas
$1.36M -$873K -9,700 -39%
DC
1769
DeDora Capital
California
$1.36M +$4.32K +48 +0.3%
TAIM
1770
TD Ameritrade Investment Management
Nebraska
$1.35M -$116K -1,291 -8%
RCIM
1771
Russell Clark Investment Management
United Kingdom
$1.35M -$1.05M -11,700 -44%
MYIA
1772
Mount Yale Investment Advisors
Colorado
$1.35M -$62.3K -692 -4%
GPCM
1773
Granite Point Capital Management
Massachusetts
$1.35M +$1.35M +15,000 New
MCWS
1774
McKinley Carter Wealth Services
West Virginia
$1.35M +$12.6K +140 +0.9%
ZB
1775
Zions Bancorporation
Utah
$1.35M +$253K +2,814 +23%
69 70
71
72 73