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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 %
MIC
2276
Meridian Investment Counsel
California
$469K – – –
FVWA
2277
Foster Victor Wealth Advisors
South Carolina
$468K -$60.9K -685 -12%
GPWA
2278
Great Point Wealth Advisors
Massachusetts
$467K +$4.23K +47 +0.9%
WAAG
2279
Wealth Alliance Advisory Group
Kansas
$467K +$96.2K +1,068 +26%
DW
2280
Domani Wealth
Pennsylvania
$464K +$9.46K +105 +2%
GIP
2281
Greatmark Investment Partners
Georgia
$463K +$45K +500 +11%
PGA
2282
Portland Global Advisors
Maine
$462K -$9.72K -108 -2%
HCM
2283
Hutchinson Capital Management
California
$462K – – –
VC
2284
Vicus Capital
Pennsylvania
$462K +$8.92K +99 +2%
CW
2285
CreativeOne Wealth
Kansas
$461K -$20.3K -225 -4%
RICHC
2286
Renaissance Investment Consultants Holding Company
Pennsylvania
$461K +$23K +256 +5%
CHP
2287
Cable Hill Partners
Oregon
$461K +$172K +1,909 +60%
DIA
2288
Dean Investment Associates
Ohio
$461K +$461K +5,119 New
BCM
2289
Brown Capital Management
Maryland
$459K -$118K -1,308 -20%
FLII
2290
First Long Island Investors
New York
$457K -$45.1K -500 -9%
WIC
2291
Wilkins Investment Counsel
Massachusetts
$457K -$9K -100 -2%
GG
2292
GenWealth Group
New Jersey
$457K – – –
PCM
2293
Princeton Capital Management
New Jersey
$457K +$117K +1,299 +35%
AAM
2294
Ascension Asset Management
New York
$455K – – –
FC
2295
Financial Consulate
Maryland
$454K +$90 +1 +0%
SFA
2296
Stewardship Financial Advisors
Georgia
$453K -$107K -1,184 -19%
PWM
2297
Paulson Wealth Management
Illinois
$452K -$26.4K -291 -6%
VA
2298
Valmark Advisers
Ohio
$451K -$11.9K -132 -3%
NWA
2299
New World Advisors
Massachusetts
$451K – – –
TWP
2300
Tempus Wealth Planning
California
$451K +$45K +500 +11%
90 91
92
93 94