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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 %
SDWMA
2426
Schneider Downs Wealth Management Advisors
Pennsylvania
$335K +$335K +3,718 New
CC
2427
Callan Capital
California
$335K +$335K +3,722 New
ACM
2428
Alethea Capital Management
Washington
$333K -$36K -400 -10%
FCM
2429
Firestone Capital Management
Florida
$333K +$11.5K +128 +4%
ACM
2430
Aljian Capital Management
Nevada
$333K +$16.3K +177 +5%
DWA
2431
Dougherty Wealth Advisers
Minnesota
$331K – – –
APW
2432
Austin Private Wealth
Texas
$331K +$35.9K +399 +12%
SL
2433
Summitry LLC
California
$331K +$180K +2,000 +119%
TF
2434
Trek Financial
Arizona
$330K -$2.61K -29 -0.8%
DE
2435
Day & Ennis
Georgia
$329K +$10.5K +117 +3%
SWK
2436
Stephen W. Kidder
$327K +$3.33K +37 +1%
OHS
2437
Odey Holdings (Switzerland)
Switzerland
$324K +$162K +1,800 +100%
TCM
2438
Teza Capital Management
Illinois
$324K +$324K +3,598 New
SFG
2439
Sunburst Financial Group
Alabama
$323K +$4.6K +51 +1%
FP
2440
Financial Perspectives
Minnesota
$322K +$33.7K +374 +12%
HWM
2441
Howard Wealth Management
Connecticut
$320K -$99.6K -1,109 -24%
NG
2442
Northstar Group
New York
$320K -$1.08K -12 -0.3%
GWM
2443
Gray Wealth Management
Maine
$320K +$320K +3,555 New
SAM
2444
Secure Asset Management
Michigan
$319K -$161K -1,792 -34%
PWM
2445
PRW Wealth Management
Massachusetts
$319K +$319K +3,542 New
CFSG
2446
Community Financial Services Group
Vermont
$318K -$4.69K -52 -1%
SLA
2447
Silver Lake Advisory
Utah
$318K -$721 -8 -0.2%
CAM
2448
Crestone Asset Management
Colorado
$318K +$318K +3,532 New
IFG
2449
Investors Financial Group
Minnesota
$317K -$160K -1,777 -34%
NIC
2450
Northwest Investment Counselors
Oregon
$317K +$22.9K +254 +8%
96 97
98
99 100