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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 %
RPWA
2301
Regent Peak Wealth Advisors
Georgia
$450K -$112K -1,243 -20%
PAWC
2302
P.A.W. Capital
Connecticut
$450K -$45K -500 -9%
TIM
2303
Tortoise Investment Management
New York
$450K -$20.3K -225 -4%
SC
2304
Spindletop Capital
New York
$450K +$450K +5,000 New
DA
2305
DCF Advisers
Connecticut
$450K +$450K +5,000 New
WQ
2306
Wealth Quarterback
New Jersey
$450K -$3.13M -34,816 -87%
MCM
2307
McRae Capital Management
New Jersey
$446K +$257K +2,850 +136%
LC
2308
Landaas & Company
Wisconsin
$445K +$250K +2,704 +128%
EA
2309
Emerald Advisers
Pennsylvania
$442K +$9.73K +108 +2%
AIA
2310
Alera Investment Advisors
Illinois
$441K -$38.6K -428 -8%
RTS
2311
Round Table Services
New Jersey
$440K -$130K -1,441 -23%
AW
2312
Alpha Windward
Massachusetts
$440K -$9.09K -101 -2%
BFG
2313
Bouchey Financial Group
New York
$439K -$3.87K -43 -0.9%
CPSC
2314
Carl P. Sherr & Co
Massachusetts
$439K -$3.33K -37 -0.8%
FA
2315
Fortis Advisors
Pennsylvania
$438K -$15.8K -175 -3%
SBWM
2316
Sunflower Bank Wealth Management
Arizona
$436K -$27K -300 -6%
AC
2317
Apella Capital
Connecticut
$436K +$436K +4,841 New
TCOO
2318
Trust Company of Oklahoma
Oklahoma
$432K – – –
MTC
2319
McDaniel Terry & Co
Texas
$432K – – –
VIM
2320
Veritas Investment Management
United Kingdom
$432K +$177K +1,960 +69%
IWS
2321
Insight Wealth Strategies
California
$431K -$259K -2,878 -38%
GKWIM
2322
Gerber Kawasaki Wealth & Investment Management
California
$429K +$165K +1,831 +62%
PWM
2323
PBMares Wealth Management
Virginia
$428K -$74.4K -826 -15%
NWS
2324
Newport Wealth Strategies
California
$426K -$772K -8,087 -64%
GC
2325
Gilbert & Cook
Iowa
$426K +$3.24K +36 +0.8%
91 92
93
94 95