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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 %
IAP
2226
Indie Asset Partners
Indiana
$520K +$77.7K +863 +18%
ANTB
2227
AMG National Trust Bank
Colorado
$516K +$77.3K +859 +18%
VAG
2228
VisionPoint Advisory Group
Texas
$515K -$102K -1,132 -17%
RPG
2229
Resource Planning Group
Georgia
$514K +$2.16K +24 +0.4%
MS
2230
Maven Securities
Jersey
$514K +$514K +5,712 New
CBT
2231
Central Bank & Trust
Kentucky
$513K -$120K -1,335 -19%
HCM
2232
Horiko Capital Management
New York
$513K – – –
SFS
2233
Summit Financial Strategies
Ohio
$513K +$84.2K +935 +20%
CF
2234
Copperwynd Financial
Arizona
$512K +$25.6K +284 +5%
1W
2235
1776 Wealth
Georgia
$509K +$406K +4,057 +393%
ACM
2236
Ategra Capital Management
Virginia
$507K +$63.1K +701 +14%
SF
2237
Summit Financial
New Jersey
$504K – – –
DFA
2238
Delta Financial Advisors
Louisiana
$503K +$88.8K +985 +21%
FCFS
2239
First Command Financial Services
Texas
$500K -$11.5K -127 -2%
FCB
2240
First Command Bank
Texas
$500K -$11.5K -127 -2%
AFIA
2241
America First Investment Advisors
Nebraska
$500K -$3.6K -40 -0.7%
PFO
2242
Pathstone Family Office
New Jersey
$500K +$75.3K +837 +18%
SAM
2243
Seelaus Asset Management
New Jersey
$498K -$107K -1,190 -18%
JWA
2244
JFS Wealth Advisors
Pennsylvania
$498K +$4.59K +51 +0.9%
OPPTF
2245
OPSEU Pension Plan Trust Fund
Ontario, Canada
$498K +$498K +5,832 New
KFA
2246
Kelleher Financial Advisors
New York
$497K +$26.4K +294 +6%
WDA
2247
Wendell David Associates
New Hampshire
$495K +$54.3K +603 +12%
PCTC
2248
Perkins Coie Trust Company
Washington
$495K +$81.1K +901 +20%
LIA
2249
LBMC Investment Advisors
Tennessee
$494K -$631 -7 -0.1%
LWP
2250
Legacy Wealth Planning
Nevada
$494K +$9.9K +110 +2%
88 89
90
91 92