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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 %
RZH
2126
Relyea Zuckerberg Hanson
Connecticut
$645K +$42.9K +477 +7%
SPP
2127
Single Point Partners
Massachusetts
$644K +$236K +2,625 +58%
GA
2128
Greytown Advisors
Florida
$641K -$205K -2,280 -24%
PWAG
2129
Polaris Wealth Advisory Group
California
$640K +$4.95K +55 +0.8%
RCA
2130
Rowland Carmichael Advisors
Arizona
$638K -$112K -1,243 -15%
CHA
2131
Carmichael Hill & Associates
Maryland
$637K +$990 +11 +0.2%
C
2132
Certuity
Florida
$636K -$50.5K -553 -7%
SCM
2133
Sterneck Capital Management
Missouri
$632K +$630 +7 +0.1%
MTIM
2134
Marathon Trading Investment Management
Pennsylvania
$632K +$339K +3,768 +116%
CIM
2135
Cambria Investment Management
California
$630K -$151K -1,672 -19%
PCS
2136
Personal CFO Solutions
New Jersey
$630K -$540 -6 -0.1%
PWMG
2137
Prestige Wealth Management Group
New Jersey
$628K -$138K -1,540 -18%
AF
2138
Affiance Financial
Minnesota
$628K – – –
CS
2139
Capital Square
Tennessee
$628K +$21.2K +235 +3%
OFW
2140
Omnia Family Wealth
Florida
$627K +$55.2K +613 +10%
IA
2141
IFG Advisors
Missouri
$625K +$369K +4,094 +144%
ATPW
2142
Ashton Thomas Private Wealth
Arizona
$624K -$144K -1,605 -19%
PIMG
2143
Patriot Investment Management Group
Tennessee
$623K -$2.34K -26 -0.4%
PCM
2144
Perritt Capital Management
Illinois
$621K -$68.2K -757 -10%
PCAP
2145
Pratt Collard Advisory Partners
New York
$620K +$4.5K +50 +0.7%
O
2146
Ossiam
France
$617K -$714K -7,931 -54%
DWM
2147
Destination Wealth Management
California
$617K -$107K -1,186 -15%
BDF
2148
Black Diamond Financial
Maryland
$617K +$449K +4,987 +268%
BWM
2149
Baystate Wealth Management
Massachusetts
$616K -$22.4K -249 -4%
CAM
2150
Cozad Asset Management
Illinois
$616K -$17.2K -191 -3%
84 85
86
87 88