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
$8.2B
2
Bank of America
Bank of America
North Carolina
$5.76B
3
Viking Global Investors
Viking Global Investors
Connecticut
$368M
4
GRQ
Gardner Russo & Quinn
Pennsylvania
$345M
5
Charles Schwab
Charles Schwab
California
$1.62B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.14B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.2B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$4.18B
4
Goldman Sachs
Goldman Sachs
New York
$1.35B
5
AAMU
Amundi Asset Management US
Massachusetts
$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFO
2776
Duquesne Family Office
New York
– -$179M -1,286,900 Closed
CVA
2777
Ceredex Value Advisors
Florida
– -$138M -987,811 Closed
ZIG
2778
Zurich Insurance Group
Switzerland
– -$110M -789,208 Closed
BA
2779
Bridgewater Associates
Connecticut
– -$90.5M -649,376 Closed
PC
2780
Packer & Co
Australia
– -$76.7M -550,405 Closed
RA
2781
Rovida Advisors
Florida
– -$73.1M -524,653 Closed
SC
2782
Sculptor Capital
New York
– -$56.3M -404,177 Closed
HF
2783
HRT Financial
New York
– -$43.6M -312,916 Closed
SFM
2784
Soros Fund Management
New York
– -$29.6M -212,244 Closed
SH
2785
SeaTown Holdings
Singapore
– -$26.6M -190,770 Closed
PI
2786
PGGM Investments
Netherlands
– -$24.9M -178,330 Closed
TAM
2787
Telemark Asset Management
Massachusetts
– -$20.9M -150,000 Closed
CPC
2788
Cookson Peirce & Co
Pennsylvania
– -$20.5M -146,972 Closed
ECA
2789
Endeavour Capital Advisors
Connecticut
– -$19.2M -137,481 Closed
HCM
2790
Hilton Capital Management
New York
– -$18.8M -135,048 Closed
AC
2791
Athanor Capital
New York
– -$17.7M -127,300 Closed
BCM
2792
Barometer Capital Management
Ontario, Canada
– -$16.8M -121,406 Closed
MSR
2793
Main Street Research
Connecticut
– -$15.9M -114,003 Closed
CGM
2794
Capital Growth Management
Massachusetts
– -$14.2M -102,000 Closed
QIM
2795
Quest Investment Management
Oregon
– -$14M -100,084 Closed
TCA
2796
Teewinot Capital Advisers
New York
– -$13.9M -99,407 Closed
Capstone Investment Advisors
2797
Capstone Investment Advisors
New York
– -$13.2M -95,027 Closed
LC
2798
Loews Corp
New York
– -$12.6M -90,338 Closed
CC
2799
Cornerstone Capital
California
– -$12.1M -87,066 Closed
SCM
2800
Sandler Capital Management
New York
– -$9.06M -65,000 Closed
110 111
112
113 114