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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 %
WPC
1901
White Pine Capital
Minnesota
$1.04M +$12.2K +135 +1%
CBFP
1902
Cedar Brook Financial Partners
Ohio
$1.04M +$5.49K +61 +0.5%
KJWM
1903
Kiley Juergens Wealth Management
Washington
$1.03M -$19.6K -218 -2%
MCA
1904
Mercer Capital Advisers
New Jersey
$1.03M – – –
GSWM
1905
Golden State Wealth Management
California
$1.03M +$766K +8,503 +290%
Edgewood Management
1906
Edgewood Management
Connecticut
$1.03M +$135K +1,500 +15%
BCA
1907
Bay Colony Advisors
Massachusetts
$1.03M +$248K +2,756 +32%
PD
1908
Planning Directions
Pennsylvania
$1.02M +$1.02M +11,366 New
BWP
1909
BSW Wealth Partners
Colorado
$1.02M +$4.95K +55 +0.5%
CPA
1910
Cowen Prime Advisors
New York
$1.02M – – –
AIP
1911
Ahrens Investment Partners
Louisiana
$1.02M +$3.42K +38 +0.3%
MCCP
1912
Mission Creek Capital Partners
California
$1.02M +$4.05K +45 +0.4%
JIP
1913
JBJ Investment Partners
South Carolina
$1.02M -$635K -7,050 -38%
SW
1914
StrongBox Wealth
Missouri
$1.01M +$1.01M +11,262 New
AFP
1915
Ausdal Financial Partners
Iowa
$1.01M +$17.2K +187 +2%
AWA
1916
Acorn Wealth Advisors
Michigan
$1.01M +$12.5K +141 +1%
CC
1917
Centiva Capital
New York
$1.01M +$237K +2,635 +31%
VNIM
1918
Vaughan Nelson Investment Management
Texas
$1.01M – – –
SIM
1919
SSI Investment Management
California
$1.01M -$10.9K -121 -1%
SCA
1920
Sippican Capital Advisors
Massachusetts
$1M -$9K -100 -0.9%
LF
1921
LifeSteps Financial
California
$993K +$2.97K +33 +0.3%
FC
1922
FORA Capital
Florida
$993K +$993K +11,028 New
TMC
1923
Trellus Management Company
Florida
$990K – – –
PB
1924
Pinnacle Bancorp
Nebraska
$990K +$20.1K +223 +2%
FFC
1925
First Financial Corp
Indiana
$986K -$32K -355 -3%
75 76
77
78 79