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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 %
HCA
1951
Hyperion Capital Advisors
New York
$936K – – –
LCM
1952
Lucas Capital Management
New Jersey
$934K +$934K +10,373 New
QT
1953
Quantamental Technologies
New York
$933K -$174K -1,933 -16%
KMWM
1954
Keudell/Morrison Wealth Management
Oregon
$930K +$21.4K +238 +2%
RFM
1955
Royal Fund Management
Florida
$930K +$370K +4,116 +66%
OFS
1956
Orrstown Financial Services
Pennsylvania
$925K -$8.37K -93 -0.9%
RPSA
1957
Richard P. Slaughter Associates
Texas
$925K +$85.5K +950 +10%
NHC
1958
Nicholas Hoffman & Company
Georgia
$924K +$37.7K +419 +4%
WCM
1959
WealthBridge Capital Management
Ohio
$921K -$44.1K -490 -5%
AWMG
1960
Alliance Wealth Management Group
New Jersey
$919K -$962K -10,693 -51%
SIA
1961
Starfire Investment Advisers
Michigan
$916K +$180 +2 +0%
AA
1962
Auxano Advisors
Washington
$916K +$916K +10,172 New
RSWM
1963
Robertson Stephens Wealth Management
California
$915K +$628K +6,973 +219%
LOIM
1964
Liberty One Investment Management
Illinois
$913K +$24.8K +276 +3%
SFG
1965
Summit Financial Group
West Virginia
$912K -$1.8K -20 -0.2%
PK
1966
Pflug Koory
Nebraska
$912K +$4.05K +45 +0.4%
RG
1967
Rikoon Group
New Mexico
$911K -$24.4K -271 -3%
APW
1968
Aurora Private Wealth
New Jersey
$910K +$372K +4,134 +69%
TAM
1969
Trillium Asset Management
Massachusetts
$905K -$78.3K -870 -8%
AIS
1970
Accurate Investment Solutions
Pennsylvania
$901K +$759K +8,430 +536%
CI
1971
Clal Insurance
Israel
$900K -$1.73M -19,274 -66%
CGA
1972
Crescent Grove Advisors
Illinois
$897K +$31.1K +345 +4%
AF
1973
Aldebaran Financial
$896K +$65.2K +724 +8%
SWA
1974
Stratos Wealth Advisors
Ohio
$891K +$279K +3,093 +45%
EMG
1975
Ellington Management Group
Connecticut
$891K +$891K +9,900 New
77 78
79
80 81