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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 %
LWM
1826
Laidlaw Wealth Management
New York
$1.24M +$38.6K +429 +3%
PWA
1827
Providence Wealth Advisors
Illinois
$1.24M +$8.67K +101 +0.7%
OTPPB
1828
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.23M +$1.03M +11,415 +506%
SFWA
1829
Summit Financial Wealth Advisors
Louisiana
$1.23M -$21.4K -239 -2%
MA
1830
MCF Advisors
Kentucky
$1.23M +$309K +3,433 +34%
CWM
1831
Cornerstone Wealth Management
Missouri
$1.23M +$48.1K +535 +4%
CAM
1832
Covenant Asset Management
New Jersey
$1.22M -$20.7K -230 -2%
SW
1833
SkyOak Wealth
Michigan
$1.22M +$76.9K +854 +7%
HH
1834
Hilltop Holdings
Texas
$1.22M -$2.59M -28,751 -68%
MPCG
1835
Matrix Private Capital Group
New York
$1.22M -$6.21K -69 -0.5%
NCM
1836
Northside Capital Management
Oregon
$1.22M +$99.2K +1,102 +9%
AIL
1837
AGF Investments LLC
Ontario, Canada
$1.2M -$330K -3,671 -22%
OPS
1838
Orion Portfolio Solutions
Nebraska
$1.2M -$469K -5,206 -28%
OWP
1839
Obermeyer Wealth Partners
Colorado
$1.18M -$43.9K -488 -4%
VHAM
1840
Van Hulzen Asset Management
California
$1.18M +$30.5K +339 +3%
EWA
1841
Exencial Wealth Advisors
Oklahoma
$1.18M -$450 -5 -0%
WA
1842
Wealth Alliance
New York
$1.17M -$218K -2,420 -16%
CIM
1843
Chapman Investment Management
California
$1.17M +$553K +6,140 +89%
BCFS
1844
Butensky & Cohen Financial Security
Florida
$1.17M +$1.03M +11,460 +736%
HAC
1845
Harbor Advisory Corp
New Hampshire
$1.17M +$101K +1,125 +9%
EIM
1846
Essex Investment Management
Massachusetts
$1.17M -$7.33M -81,417 -86%
SCG
1847
Sonata Capital Group
Washington
$1.16M -$40.5K -450 -3%
B
1848
Brightworth
Georgia
$1.16M +$44.3K +492 +4%
SFSG
1849
Stearns Financial Services Group
North Carolina
$1.16M +$79.4K +882 +7%
NSAM
1850
North Star Asset Management
Wisconsin
$1.16M -$60.4K -671 -5%
72 73
74
75 76