JPM icon

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 %
SRC
2026
Sage Rhino Capital
California
$799K +$54.3K +603 +7%
RCM
2027
Requisite Capital Management
Texas
$798K -$31.9K -354 -4%
HKAM
2028
Horizon Kinetics Asset Management
New York
$797K -$77K -855 -9%
GSBTD
2029
Glenview State Bank Trust Department
Illinois
$794K +$4.5K +50 +0.6%
SC
2030
Searle & Co
Connecticut
$793K – – –
MCM
2031
MV Capital Management
Maryland
$789K +$86.7K +962 +12%
FDS
2032
First Dallas Securities
Texas
$788K +$2.25K +25 +0.3%
GCM
2033
Galibier Capital Management
Ontario, Canada
$786K – – –
AWM
2034
Argent Wealth Management
Massachusetts
$785K -$1.25K -14 -0.2%
AC
2035
Avestar Capital
New York
$781K -$149K -1,658 -16%
BFO
2036
Biltmore Family Office
North Carolina
$776K -$902K -10,021 -54%
RBFC
2037
Roman Butler Fullerton & Co
Missouri
$774K -$84.8K -941 -10%
PFC
2038
Phocas Financial Corp
California
$774K -$81.5K -905 -10%
SAM
2039
Sequent Asset Management
Texas
$772K -$5.77K -64 -0.7%
GCA
2040
Genesee Capital Advisors
New York
$770K -$70.9K -788 -8%
PG
2041
Proffitt & Goodson
Tennessee
$769K -$60.1K -668 -7%
HBWM
2042
Hollow Brook Wealth Management
New York
$763K -$924K -10,255 -55%
PIA
2043
Perennial Investment Advisors
California
$761K -$31.9K -354 -4%
AA
2044
Alesco Advisors
New York
$761K +$20.3K +225 +3%
WAG
2045
Winthrop Advisory Group
Massachusetts
$758K +$13.9K +154 +2%
LCM
2046
LVM Capital Management
Michigan
$756K -$810 -9 -0.1%
LF
2047
Lantz Financial
Illinois
$755K +$18.7K +208 +3%
SHWM
2048
Silicon Hills Wealth Management
Texas
$754K +$753K +8,360 +83,600%
PA
2049
Probity Advisors
Texas
$752K -$17.5K -194 -2%
OAM
2050
Occidental Asset Management
California
$748K +$38.3K +425 +5%
80 81
82
83 84