JPMorgan Chase
JPM
2,783 hedge funds and large institutions have $199B invested in JPMorgan Chase in 2020 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,266 increasing their positions, 1,185 reducing their positions, and 228 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 1,266 | Existing positions reduced: 1,185
0.65% less ownership
Funds ownership: 72.71% → 72.06% (-0.65%)
4% less funds holding
Funds holding: 2,891 → 2,783 (-108)
28% less call options, than puts
Call options by funds: $3.19B | Put options by funds: $4.42B
29% less first-time investments, than exits
New positions opened: 161 | Existing positions closed: 228
37% less capital invested
Capital invested by funds: $318B → $199B (-$118B)
42% less funds holding in top 10
Funds holding in top 10: 774 → 447 (-327)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$995M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$935M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$496M |
| 4 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
+$465M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$390M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.82B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.64B |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.11B |
| 4 |
Goldman Sachs
New York
|
-$613M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$612M |
JPM Hedge Fund Activity: Q1 2020 in Review
2,783 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2020, worth a combined $199B — down 37% from $318B a quarter earlier.
Sellers outnumbered buyers: 228 funds closed out of JPM and 161 opened new positions — a net loss of 67 holders — while 1,185 trimmed existing stakes and 1,266 added.
The largest buyer was Capital World Investors, adding an estimated $995M. The largest seller was Capital Research Global Investors, cutting an estimated $1.82B.
- 2,783 institutional investors held JPMorgan Chase (JPM) as of Q1 2020, down from 2,891 in Q4 2019.
- Funds reported $199B of JPMorgan Chase stock for Q1 2020, down 37% quarter-over-quarter.
- 161 funds opened new JPMorgan Chase positions in Q1 2020 and 228 closed out, a net change of -67 holders.
- The largest JPMorgan Chase buyer in Q1 2020 was Capital World Investors, an estimated $995M added.
- The largest JPMorgan Chase seller in Q1 2020 was Capital Research Global Investors, an estimated $1.82B sold.
Based on aggregated 13F filings for Q1 2020.