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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 %
DCM
1776
Davidson Capital Management
Texas
$1.35M +$330K +3,665 +32%
HFP
1777
Holistic Financial Partners
Indiana
$1.35M -$13.8K -153 -1%
BHB
1778
Bank Hapoalim BM
Israel
$1.35M +$75.1K +834 +6%
SIG
1779
Sargent Investment Group
Maryland
$1.34M +$321K +3,563 +31%
SFI
1780
SPC Financial Inc
Maryland
$1.34M -$1.01M -11,197 -43%
GPFA
1781
Game Plan Financial Advisors
Ohio
$1.34M +$181K +2,000 +16%
LTI
1782
Laffer Tengler Investments
Tennessee
$1.34M +$84.8K +942 +7%
TL
1783
TrueWealth LLC
Georgia
$1.34M -$21.1K -234 -2%
OAM
1784
Oak Asset Management
California
$1.33M -$93.3K -1,036 -7%
KA
1785
KLCM Advisors
Wisconsin
$1.33M -$9.87M -109,694 -88%
CQS
1786
Credential Qtrade Securities
$1.32M -$726K -8,067 -35%
DI
1787
DFPG Investments
Utah
$1.32M +$193K +2,125 +17%
OCPWS
1788
One Charles Private Wealth Services
Massachusetts
$1.32M +$194K +2,156 +17%
DL
1789
DOHJ LLC
Washington
$1.32M +$175K +1,940 +15%
WAM
1790
Weatherly Asset Management
California
$1.32M -$10.2K -113 -0.8%
GFP
1791
Gryphon Financial Partners
Ohio
$1.32M +$40.2K +446 +3%
CHJWM
1792
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.31M +$141K +1,442 +12%
SG
1793
StoneX Group
New York
$1.31M -$117K -1,298 -8%
MWM
1794
Mission Wealth Management
California
$1.31M +$120K +1,334 +10%
CAC
1795
Certified Advisory Corp
Florida
$1.31M +$203K +2,254 +18%
SEC
1796
Seven Eight Capital
New York
$1.31M -$1.53M -16,960 -54%
SC
1797
Slow Capital
California
$1.31M +$296K +3,286 +29%
CCM
1798
Condor Capital Management
New Jersey
$1.3M -$43.7K -485 -3%
AIM
1799
Acropolis Investment Management
Missouri
$1.3M +$266K +2,950 +26%
WWM
1800
Windsor Wealth Management
Indiana
$1.3M +$11.7K +130 +0.9%
70 71
72
73 74