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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 %
ACM
2326
Ayrshire Capital Management
Connecticut
$426K +$48.5K +538 +13%
WA1
2327
Wimmer Associates 1
California
$426K +$71.6K +795 +20%
HCM
2328
HMS Capital Management
Tennessee
$424K -$437K -4,857 -51%
MA
2329
Modus Advisors
Minnesota
$423K +$271K +3,004 +178%
FCIM
2330
Fairview Capital Investment Management
California
$421K +$40.5K +450 +11%
DIM
2331
Delta Investment Management
California
$419K -$6.84K -76 -2%
DFG
2332
DWM Financial Group
Illinois
$411K +$411K +4,567 New
PWSG
2333
Pacific Wealth Strategies Group
California
$410K +$63.5K +705 +18%
KP
2334
Keel Point
Alabama
$409K +$15.7K +174 +4%
HWA
2335
HHM Wealth Advisors
Tennessee
$408K +$157K +1,744 +62%
SIM
2336
Sterling Investment Management
Arizona
$406K – – –
FHC
2337
First Heartland Consultants
Missouri
$406K +$30.4K +338 +8%
FM
2338
Fondren Management
Texas
$405K +$405K +4,500 New
OAM
2339
Oberweis Asset Management
Illinois
$404K -$6.03K -67 -1%
DS
2340
DRW Securities
Illinois
$400K +$137K +1,519 +52%
CSPIA
2341
Cary Street Partners Investment Advisory
Virginia
$398K -$74.3K -825 -16%
CCMW
2342
Cypress Capital Management (Wyoming)
Wyoming
$397K -$90.8K -1,008 -19%
RSVP
2343
Ramsay Stattman Vela & Price
Colorado
$397K -$450 -5 -0.1%
KWA
2344
KCS Wealth Advisory
California
$396K -$29.9K -332 -7%
CCA
2345
Column Capital Advisors
Indiana
$394K -$27.1K -301 -6%
TIA
2346
Tandem Investment Advisors
South Carolina
$392K -$181K -2,012 -32%
CMBA
2347
C.M. Bidwell & Associates
Hawaii
$392K -$83.6K -929 -18%
SAG
2348
Spotlight Asset Group
Illinois
$391K +$6.84K +76 +2%
WI
2349
WrapManager Inc
California
$391K +$67.1K +745 +21%
MFGP
2350
Marshall Financial Group (Pennsylvania)
Pennsylvania
$390K -$7.3K -81 -2%
92 93
94
95 96