JPM icon

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 %
AAMC
2376
Asset Allocation & Management Company
Illinois
$373K +$71.1K +791 +24%
SCM
2377
Stonehearth Capital Management
Massachusetts
$371K +$13.3K +148 +4%
AWM
2378
Atticus Wealth Management
Florida
$371K +$47K +522 +15%
SAM
2379
S.A. Mason
Michigan
$370K +$13.6K +151 +4%
HIM
2380
Hotaling Investment Management
Pennsylvania
$370K +$129K +1,435 +54%
OWA
2381
Outlook Wealth Advisors
Texas
$369K +$80K +890 +28%
SQA
2382
Simon Quick Advisors
New Jersey
$368K -$193K -2,148 -34%
BRA
2383
Bender Robert & Associates
California
$368K -$4.51K -50 -1%
SSW
2384
Smith Shellnut Wilson
Mississippi
$368K – – –
B
2385
Bridgeworth
Alabama
$368K +$25.4K +282 +7%
BZWA
2386
Blue Zone Wealth Advisors
California
$367K +$18.7K +207 +5%
TI
2387
Truehand Inc
New Hampshire
$366K – – –
RIS
2388
Retirement Income Solutions
Michigan
$364K -$2.97K -33 -0.8%
SFM
2389
Signet Financial Management
New Jersey
$363K -$44K -506 -11%
FP
2390
Fiduciary Planning
Florida
$363K -$1.8K -20 -0.5%
HPC
2391
Hobart Private Capital
North Carolina
$362K +$47.8K +531 +15%
WC
2392
Westhampton Capital
North Carolina
$362K +$90K +1,000 +33%
AIA
2393
Arbor Investment Advisors
North Carolina
$361K -$21.7K -241 -6%
CC
2394
Colrain Capital
Massachusetts
$360K -$216K -2,400 -38%
SFA
2395
Semmax Financial Advisors
North Carolina
$358K +$41.8K +465 +13%
HS
2396
Haafor (Singapore)
Singapore
$358K +$358K +3,972 New
BAM
2397
Bellevue Asset Management
Washington
$355K +$10.3K +109 +3%
SIAS
2398
Shine Investment Advisory Services
Colorado
$355K +$46K +511 +15%
LCP
2399
Legacy Capital Partners
Wisconsin
$354K +$33.9K +376 +11%
FDS
2400
Freedom Day Solutions
Texas
$354K +$176K +1,961 +99%
94 95
96
97 98