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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 %
PFS
2076
Physicians Financial Services
North Carolina
$706K +$44.3K +492 +7%
MWM
2077
Minot Wealth Management
Massachusetts
$702K -$945K -10,502 -57%
SM
2078
Salzhauer Michael
$699K -$10.1M -111,754 -94%
S
2079
Seeyond
France
$699K -$440K -7,092 -39%
GWCM
2080
Godshalk Welsh Capital Management
Pennsylvania
$699K -$13.5K -150 -2%
WKWM
2081
Walter & Keenan Wealth Management
Indiana
$697K -$4.69M -55,359 -87%
AMCA
2082
Arthur M. Cohen & Associates
Illinois
$697K -$58K -684 -8%
CM
2083
Columbus Macro
Pennsylvania
$695K -$78.9K -877 -10%
CFA
2084
CWS Financial Advisors
Michigan
$693K – – –
MWM
2085
Modera Wealth Management
New Jersey
$693K +$155K +1,719 +29%
AWM
2086
AllSquare Wealth Management
New York
$692K -$49.5K -550 -7%
MWM
2087
Maltin Wealth Management
New Jersey
$690K +$79.4K +882 +13%
AFS
2088
Axiom Financial Strategies
Indiana
$689K +$689K +7,657 New
HFS
2089
Howard Financial Services
Texas
$688K -$115K -1,276 -14%
JF
2090
JSF Financial
California
$687K +$111K +1,232 +19%
BWL
2091
Bogart Wealth LLC
Virginia
$686K +$627K +6,957 +1,057%
FWP
2092
FAS Wealth Partners
Kansas
$685K +$77.6K +862 +13%
ACA
2093
Affinity Capital Advisors
California
$684K -$78K -819 -10%
MAM
2094
Mastrapasqua Asset Management
Tennessee
$684K +$73.9K +821 +12%
QSS
2095
Quantitative Systematic Strategies
Florida
$683K +$683K +7,583 New
TFO
2096
Tarbox Family Office
California
$681K -$16.3K -181 -2%
OA
2097
Oxbow Advisors
Texas
$679K -$527K -5,859 -44%
HFA
2098
High Falls Advisors
New York
$679K +$14.7K +163 +2%
KA
2099
Klingman & Associates
New York
$678K -$75.3K -837 -10%
RG
2100
Renaissance Group
Kentucky
$677K -$206K -2,289 -23%
82 83
84
85 86