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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 %
WIA
1926
Westbourne Investment Advisors
Maryland
$984K -$23K -255 -2%
CA
1927
Cornerstone Advisory
Maryland
$982K -$15.1K -168 -2%
FCMT
1928
Founders Capital Management (Texas)
Texas
$980K +$38K +422 +4%
ACM
1929
Allred Capital Management
Texas
$980K +$134K +1,484 +16%
RMCM
1930
Reynders McVeigh Capital Management
Massachusetts
$977K -$670K -7,445 -41%
MF
1931
MHI Funds
New York
$973K -$551K -6,120 -36%
CPA
1932
Clear Perspective Advisors
Illinois
$971K -$168K -1,870 -15%
IF
1933
IRON Financial
Illinois
$971K +$141K +1,563 +17%
BCM
1934
Breiter Capital Management
Florida
$971K +$306K +3,394 +46%
HPWM
1935
Highland Private Wealth Management
Washington
$969K +$18.7K +208 +2%
CP
1936
Covenant Partners
Tennessee
$960K -$134K -1,489 -12%
BHBT
1937
Burke & Herbert Bank & Trust
Virginia
$960K -$20.7K -230 -2%
FPCP
1938
Fort Point Capital Partners
California
$957K +$172K +1,914 +22%
UIA
1939
UBP Investment Advisors
Switzerland
$952K -$100K -1,114 -10%
QPWM
1940
Quadrant Private Wealth Management
Pennsylvania
$949K +$358K +3,970 +60%
LA
1941
LexAurum Advisors
Kansas
$948K +$484K +5,377 +104%
SPFA
1942
Summit Place Financial Advisors
New Jersey
$948K +$948K +10,535 New
VCP
1943
Verus Capital Partners
Arizona
$947K +$226K +2,515 +31%
SRSA
1944
S.R. Schill & Associates
Washington
$946K +$49.1K +545 +5%
EWM
1945
EPG Wealth Management
Georgia
$946K +$100K +1,111 +12%
SAS
1946
Stelac Advisory Services
New York
$942K +$942K +10,460 New
PAM
1947
Palisade Asset Management
Minnesota
$941K +$810 +9 +0.1%
TP
1948
Tranquility Partners
Tennessee
$939K +$77.5K +861 +9%
CC
1949
Cadinha & Co
Hawaii
$937K -$15M -166,280 -94%
GCP
1950
GSA Capital Partners
United Kingdom
$937K -$1.15M -12,792 -55%
76 77
78
79 80