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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 %
RW
2176
REDW Wealth
New Mexico
$575K +$16.3K +181 +3%
FPA
2177
First Pacific Advisors
California
$574K -$330K -3,670 -37%
LB
2178
Legacy Bridge
Iowa
$574K -$182K -2,021 -24%
PWAC
2179
Private Wealth Advisors (California)
California
$574K -$46.8K -520 -8%
WMC
2180
Westwood Management Corporation
Illinois
$573K – – –
FAM
2181
Formidable Asset Management
Ohio
$570K +$31.5K +350 +6%
AWA
2182
Arkadios Wealth Advisors
Georgia
$570K +$72.7K +808 +15%
TFF
2183
The Family Firm
Maryland
$568K +$991 +11 +0.2%
LWP
2184
Legacy Wealth Partners
California
$567K +$32K +356 +6%
HHGA
2185
Halbert Hargrove Global Advisors
California
$567K +$50.4K +559 +10%
CSWG
2186
Cardinal Strategic Wealth Guidance
Kentucky
$566K -$31.7K -349 -5%
MWM
2187
Merriman Wealth Management
Washington
$565K -$3.06K -34 -0.5%
ACA
2188
Ackerman Capital Advisors
Texas
$565K +$97.6K +1,085 +21%
CC
2189
Cedar Capital
Illinois
$563K -$112K -1,243 -17%
MCA
2190
Magnolia Capital Advisors
Mississippi
$563K +$19.8K +220 +4%
IWP
2191
Icon Wealth Partners
Texas
$562K +$113K +1,254 +25%
TIA
2192
Traphagen Investment Advisors
New Jersey
$561K -$1.71K -19 -0.3%
MHIC
2193
Marble Harbor Investment Counsel
Massachusetts
$561K +$7.66K +85 +1%
RWA
2194
RGT Wealth Advisors
Texas
$561K +$46.8K +519 +9%
LFG
2195
LifePlan Financial Group
Ohio
$559K – – –
SDAM
2196
Shulman DeMeo Asset Management
New York
$558K +$101K +1,125 +22%
PL
2197
Plancorp LLC
Missouri
$556K -$34K -377 -6%
REMPR
2198
Roof Eidam Maycock Peralta (REMP)
California
$555K +$54K +600 +11%
EA
2199
Emerald Advisors
Washington
$554K +$241K +2,600 +77%
SP
2200
SWS Partners
Ohio
$554K +$554K +6,150 New
86 87
88
89 90