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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 %
Public Sector Pension Investment Board (PSP Investments)
226
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$66.6M -$56.8M -631,030 -46%
CWP
227
Capital Wealth Planning
Florida
$65.5M +$15M +166,569 +30%
UCFA
228
United Capital Financial Advisors
Texas
$63.6M -$2.55M -28,316 -4%
SBH
229
Segall Bryant & Hamill
Illinois
$62.8M -$1.56M -17,347 -2%
OAM
230
Oppenheimer Asset Management
New York
$62.4M +$5.33M +59,178 +9%
XK
231
Xact Kapitalforvaltning
Sweden
$62.3M -$1.63M -18,051 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
232
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$61.9M -$181M -2,010,652 -75%
TF
233
TIAA FSB
Florida
$61.8M +$6.57M +72,927 +12%
Balyasny Asset Management
234
Balyasny Asset Management
Illinois
$61.3M +$61.3M +680,798 New
GF
235
Gabelli Funds
New York
$61M +$2.97M +33,000 +5%
Mitsubishi UFJ Asset Management
236
Mitsubishi UFJ Asset Management
Japan
$60.2M +$1.52M +16,911 +3%
ProShare Advisors
237
ProShare Advisors
Maryland
$59.8M -$36.1M -401,384 -38%
MSL
238
Mackay Shields LLC
New York
$59.7M -$3.72M -41,291 -6%
Los Angeles Capital Management
239
Los Angeles Capital Management
California
$58.9M -$2.34M -26,011 -4%
WF
240
Welch & Forbes
Massachusetts
$57.9M -$289K -3,206 -0.5%
BC
241
Bartlett & Co
Ohio
$57.9M +$57.9M +643,474 New
BCWM
242
Bartlett & Co Wealth Management
Ohio
$57.9M +$71.4K +793 +0.1%
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$57.6M +$24.6M +273,752 +75%
William Blair Investment Management
244
William Blair Investment Management
Illinois
$57.4M +$10.1M +112,707 +21%
CCM
245
Cullen Capital Management
New York
$57.2M -$455K -5,059 -0.8%
NEAM
246
New England Asset Management
Connecticut
$57.1M +$376K +4,180 +0.7%
ERSOT
247
Employees Retirement System of Texas
Texas
$57.1M -$1.27M -14,062 -2%
MNG
248
Manning & Napier Group
New York
$57M +$5.06M +56,233 +10%
CIP
249
Cornerstone Investment Partners
Georgia
$55.9M -$942K -10,462 -2%
NIMC
250
NWQ Investment Management Company
California
$54.7M -$2.16M -24,026 -4%
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