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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 %
XSC
2101
X-Square Capital
Puerto Rico
$677K +$187K +2,080 +38%
WEPOG
2102
Wealth Enhancement & Preservation of GA
Georgia
$676K -$520K -6,020 -43%
MW
2103
Marcum Wealth
Ohio
$676K +$47.1K +524 +7%
QT
2104
Quantbot Technologies
New York
$676K +$676K +7,510 New
FI
2105
Fosun International
China
$671K -$1.74M -18,650 -72%
FNBSF
2106
First National Bank Sioux Falls
South Dakota
$671K +$11.7K +130 +2%
RP
2107
Riverbridge Partners
Minnesota
$670K – – –
TFCP
2108
Twin Focus Capital Partners
Massachusetts
$669K +$14.3K +159 +2%
PCP
2109
Proficio Capital Partners
Massachusetts
$666K +$169K +2,081 +34%
UC
2110
Unio Capital
New Jersey
$665K +$142K +1,579 +27%
BS
2111
Bessemer Securities
New York
$664K – – –
DAM
2112
Diamant Asset Management
Connecticut
$663K – – –
FA
2113
Faithward Advisors
Pennsylvania
$660K -$144K -1,601 -18%
GIA
2114
Gladstone Institutional Advisory
Florida
$660K +$146K +1,625 +28%
WA
2115
Wealth Architects
California
$656K -$15.6K -173 -2%
JWCA
2116
J.W. Cole Advisors
Florida
$655K -$2.25M -24,935 -77%
BIA
2117
Bigelow Investment Advisors
Maine
$655K +$33K +366 +5%
PW
2118
Price Wealth
Texas
$654K -$171K -1,905 -21%
KC
2119
Knuff & Co
California
$653K +$10.3K +115 +2%
PIA
2120
Pinion Investment Advisors
Kansas
$651K +$81.8K +908 +14%
PFA
2121
Pathway Financial Advisors
Vermont
$649K – – –
WA
2122
WealthTrust Axiom
Pennsylvania
$648K +$198K +2,200 +44%
WCA
2123
Windsor Creek Advisors
Vermont
$648K +$395K +4,382 +156%
CI
2124
CAZ Investments
Texas
$647K +$647K +7,182 New
TCM
2125
Tributary Capital Management
Nebraska
$646K -$22.5K -250 -3%
83 84
85
86 87