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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 %
TCPWM
2201
Traverso Chambers Private Wealth Management
California
$553K +$3.24K +36 +0.6%
ACA
2202
Atlas Capital Advisors
Wyoming
$552K +$101K +1,119 +22%
OBGC
2203
O'Brien Greene & Co
Pennsylvania
$552K – – –
EWM
2204
Executive Wealth Management
Michigan
$551K -$7.02K -78 -1%
MFP
2205
Meridian Financial Partners
Virginia
$551K +$98.9K +1,040 +22%
BOM
2206
Bank of Marin
California
$550K -$901 -10 -0.2%
SP
2207
Successful Portfolios
Florida
$550K +$89.8K +998 +20%
RIM
2208
Redwood Investment Management
Arizona
$549K -$156K -1,731 -22%
TVAMP
2209
Tennessee Valley Asset Management Partners
Tennessee
$549K +$16.5K +183 +3%
SFM
2210
Systematic Financial Management
New Jersey
$547K +$51.8K +575 +10%
SIA
2211
Soltis Investment Advisors
Utah
$547K +$84.3K +936 +18%
LWA
2212
Lineweaver Wealth Advisors
Ohio
$544K +$127K +1,441 +30%
HWMG
2213
Hurlow Wealth Management Group
Indiana
$543K -$19.1K -210 -3%
SC
2214
Steph & Co
Wisconsin
$543K -$5.41K -60 -1%
P
2215
&Partners
Tennessee
$542K +$23.1K +256 +4%
ONST
2216
Old North State Trust
North Carolina
$540K +$43.4K +482 +9%
BIA
2217
BHK Investment Advisors
Alabama
$538K +$83K +922 +18%
FBT
2218
First Bank & Trust
South Dakota
$535K -$14.9K -165 -3%
MCIA
2219
Mountain Capital Investment Advisors
Colorado
$535K +$176K +1,718 +49%
ACP
2220
Aveo Capital Partners
Colorado
$530K +$253K +2,806 +91%
GI
2221
Glovista Investments
New Jersey
$526K +$526K +5,844 New
RHDIC
2222
R.H. Dinel Investment Counsel
California
$524K -$22.5K -250 -4%
CFS
2223
CRA Financial Services
New Jersey
$523K +$46.7K +518 +10%
NFG
2224
Nadler Financial Group
Illinois
$523K +$62.9K +699 +14%
TF
2225
TLWM Financial
Texas
$520K +$17.7K +195 +4%
87 88
89
90 91