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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 %
FBFS
2051
First Business Financial Services
Wisconsin
$746K -$9.82K -109 -1%
WDL
2052
Well Done LLC
Michigan
$746K -$630 -7 -0.1%
SWA
2053
SFMG Wealth Advisors
Texas
$745K -$193K -2,140 -21%
MAWCM
2054
Mine & Arao Wealth Creation & Management
California
$743K +$49.5K +550 +7%
ORI
2055
Oak Ridge Investments
Illinois
$742K -$64.5K -717 -8%
HR
2056
Hardy Reed
Mississippi
$741K +$26.7K +297 +4%
LOPW
2057
Live Oak Private Wealth
North Carolina
$741K +$88.8K +987 +14%
CCB
2058
Cutter & Co Brokerage
Missouri
$740K -$6.3K -70 -0.8%
WC
2059
Waterloo Capital
Texas
$737K +$737K +8,185 New
BRM
2060
Boston Research & Management
Massachusetts
$731K -$39.3K -437 -5%
IIM
2061
Ironwood Investment Management
Massachusetts
$729K -$90K -1,000 -11%
MGWM
2062
Marks Group Wealth Management
Minnesota
$728K +$4.79K +53 +0.7%
TCB
2063
Texas Capital Bancshares
Texas
$722K – – –
SCP
2064
Silverleafe Capital Partners
Tennessee
$721K -$2.39M -26,574 -77%
MSS
2065
Mitchell Sinkler & Starr
Pennsylvania
$721K +$13.5K +150 +2%
AP
2066
Atwood & Palmer
Missouri
$721K +$15.7K +175 +2%
WA
2067
Wambolt & Associates
Colorado
$721K +$220K +2,442 +44%
AGA
2068
Accuvest Global Advisors
Utah
$721K +$712K +7,912 +8,242%
AIM
2069
Alhambra Investment Management
Florida
$720K +$900 +10 +0.1%
GCM
2070
GoodHaven Capital Management
New Jersey
$720K +$720K +8,000 New
EWM
2071
Empirical Wealth Management
Washington
$715K -$53.7K -597 -7%
DA
2072
Doliver Advisors
Texas
$715K +$94.2K +996 +15%
CG
2073
CFO4Life Group
Texas
$713K -$24K -267 -3%
ACM
2074
Armbruster Capital Management
New York
$707K +$4.68K +52 +0.7%
GPA
2075
Garrison Point Advisors
California
$706K -$12.6K -140 -2%
81 82
83
84 85