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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 %
FM
2401
Family Management
New York
$352K -$88.5K -983 -20%
MWP
2402
Moller Wealth Partners
$352K – – –
FWM
2403
Filbrandt Wealth Management
Wisconsin
$352K +$9.18K +102 +3%
PCC
2404
Park Circle Company
Maryland
$351K – – –
AWC
2405
Abundance Wealth Counselors
Pennsylvania
$351K +$55.9K +620 +19%
MWVC
2406
Morgens Waterfall Vintiadis & Co
New York
$350K -$61.3K -682 -15%
SWRP
2407
Summit Wealth & Retirement Planning
California
$349K -$39.7K -441 -10%
TSS
2408
Thomas Story & Son
Indiana
$349K – – –
PA
2409
PSI Advisors
Florida
$348K +$82.4K +916 +31%
PAG
2410
Private Advisory Group
Washington
$348K +$348K +3,864 New
ISWM
2411
Independent Solutions Wealth Management
New York
$347K +$2.25K +25 +0.7%
ACWM
2412
Adams Chetwood Wealth Management
North Carolina
$346K +$371 +4 +0.1%
FWSM
2413
First Wilshire Securities Management
California
$345K +$34.6K +385 +11%
ARMC
2414
American Research & Management Company
Massachusetts
$344K – – –
RWMH
2415
Riverpoint Wealth Management Holdings
Illinois
$342K -$12.5K -139 -4%
SAM
2416
Stewart Asset Management
New York
$342K +$24.8K +275 +8%
GHAM
2417
Gilman Hill Asset Management
Connecticut
$341K -$431K -4,785 -56%
TC
2418
Tatro Capital
Kentucky
$340K +$123K +1,364 +57%
JCM
2419
Jag Capital Management
Missouri
$339K -$35.2K -390 -9%
GCC
2420
Game Creek Capital
Massachusetts
$338K -$158K -1,750 -32%
CIA
2421
Cascade Investment Advisors
Oregon
$337K – – –
PLFAM
2422
Pineno Levin & Ford Asset Management
Virginia
$337K – – –
FPGK
2423
Financial Partners Group (Kansas)
Kansas
$337K +$165K +1,957 +96%
MPW
2424
Monterey Private Wealth
California
$336K -$38.7K -429 -10%
IRC
2425
Investors Research Corp
Georgia
$336K +$1.17K +13 +0.3%
95 96
97
98 99