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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 %
AIA
251
Avalon Investment & Advisory
Texas
$54.6M +$2.71M +30,078 +5%
BMO
252
Beck Mack & Oliver
New York
$54.4M +$311K +3,451 +0.6%
MA
253
MUFG Americas
New York
$54.3M -$1.27M -14,159 -2%
ASRS
254
Arizona State Retirement System
Arizona
$54M -$1.86M -20,613 -3%
WT
255
Whittier Trust
California
$53.7M -$1.14M -12,699 -2%
Fiera Capital (Canada)
256
Fiera Capital (Canada)
Quebec, Canada
$53.6M +$4.26M +47,280 +9%
URS
257
Utah Retirement Systems
Utah
$53.6M -$9K -100 -0%
EIP
258
Easterly Investment Partners
Massachusetts
$52.8M -$12.1M -134,763 -19%
CIBC Asset Management
259
CIBC Asset Management
Ontario, Canada
$52.8M +$15.3M +169,515 +41%
SOADOR
260
State of Alaska Department of Revenue
Alaska
$52.1M +$2.53M +28,127 +5%
PCA
261
Personal Capital Advisors
California
$51.8M +$23.5K +260 +0%
CANY
262
Caxton Associates (New York)
New York
$51.5M +$51.5M +572,355 New
TPSF
263
Texas Permanent School Fund
Texas
$51.4M +$1.39M +15,485 +3%
HPC
264
HM Payson & Co
Maine
$51M +$901K +10,003 +2%
PNC
265
Park National Corp
Ohio
$50.5M +$455K +5,056 +0.9%
LCM
266
Laurion Capital Management
New York
$50M +$50M +555,249 New
WJWM
267
Williams Jones Wealth Management
New York
$49.3M -$1.03M -11,478 -2%
Mariner
268
Mariner
Kansas
$48.5M +$3.32M +36,808 +7%
NAM
269
Nissay Asset Management
Japan
$48.4M +$9.46M +105,032 +24%
VRS
270
Virginia Retirement Systems
Virginia
$48.2M -$18K -200 -0%
Northwestern Mutual Wealth Management
271
Northwestern Mutual Wealth Management
Wisconsin
$48.1M +$1.56M +17,276 +3%
BNP Paribas Asset Management
272
BNP Paribas Asset Management
France
$47.4M -$8.82M -98,004 -16%
CLOS
273
Compagnie Lombard Odier SCmA
Switzerland
$47.4M -$2.81M -31,255 -6%
Creative Planning
274
Creative Planning
Kansas
$47.3M -$1.04M -11,529 -2%
MOACM
275
Mutual of America Capital Management
New York
$47.2M +$776K +8,616 +2%
9 10
11
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