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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 %
SCP
2001
Sandhill Capital Partners
New York
$835K +$25.9K +288 +3%
SMFS
2002
Squar Milner Financial Services
California
$834K -$105K -1,168 -11%
WGA
2003
Weather Gauge Advisory
Virginia
$833K -$25.7K -285 -3%
TCWM
2004
Total Clarity Wealth Management
Illinois
$832K -$27.9K -310 -3%
CCFM
2005
Clear Creek Financial Management
Washington
$830K +$577K +6,302 +228%
MIAS
2006
Mason Investment Advisory Services
Virginia
$828K +$828K +9,201 New
ACC
2007
Accident Compensation Corp
New Zealand
$828K +$828K +9,200 New
KTA
2008
Keeley-Teton Advisors
Illinois
$827K -$58.6K -651 -7%
HFAS
2009
Hummer Financial Advisory Services
Illinois
$824K – – –
CFG
2010
Cooper Financial Group
California
$824K +$155K +1,719 +23%
DWM
2011
Darwin Wealth Management
Florida
$822K -$1.24M -13,819 -60%
GC
2012
Grace Capital
Massachusetts
$820K +$328K +3,643 +67%
EAM
2013
Evanson Asset Management
California
$818K +$127K +1,413 +18%
CAL
2014
Capital Advisors Ltd
Ohio
$816K +$377K +4,188 +86%
BI
2015
Ballast Inc
Kentucky
$815K +$186K +2,069 +30%
MIM
2016
Moseley Investment Management
Florida
$813K +$199K +2,209 +32%
BCI
2017
Brinker Capital Investments
Pennsylvania
$811K -$318K -3,539 -28%
LA
2018
Legacy Advisors
Pennsylvania
$810K +$98.2K +1,091 +14%
CF
2019
CNA Financial
Illinois
$809K -$9.68M -107,500 -92%
CA
2020
Cambridge Advisors
Nebraska
$809K +$80.7K +896 +11%
AIM
2021
Axiom Investment Management
New York
$807K -$143K -1,584 -15%
JA
2022
JOYN Advisors
Georgia
$806K +$41.5K +461 +5%
SIC
2023
Samalin Investment Counsel
New York
$805K +$152K +1,690 +23%
PCM
2024
Pointe Capital Management
Michigan
$804K +$58.3K +647 +8%
SIM
2025
Sonora Investment Management
Arizona
$804K +$155K +1,722 +24%
79 80
81
82 83