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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 %
BCM
276
Basswood Capital Management
New York
$47.1M +$1.94M +21,504 +4%
GI
277
GAMCO Investors
Connecticut
$46.9M -$2.98M -33,115 -6%
BGC
278
Beutel, Goodman & Co
Ontario, Canada
$46.8M +$10.1M +112,348 +28%
SW
279
SVB Wealth
Massachusetts
$46.5M -$482K -5,355 -1%
WBC
280
Westpac Banking Corp
Australia
$46M -$3.23M -35,915 -7%
BCM
281
Becker Capital Management
Oregon
$45.2M -$8.92M -99,103 -16%
EC
282
Eminence Capital
New York
$44.4M +$44.4M +493,295 New
1832 Asset Management
283
1832 Asset Management
Ontario, Canada
$44M -$255M -2,753,031 -85%
SCA
284
STALEY CAPITAL ADVISERS
Pennsylvania
$43.5M +$1.71M +18,975 +4%
FDCDDQ
285
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.2M +$1.12M +12,494 +3%
Kovitz Investment Group Partners
286
Kovitz Investment Group Partners
Illinois
$43.1M +$768K +8,532 +2%
OAC
287
OMERS Administration Corp
Ontario, Canada
$42.5M -$157M -1,742,761 -79%
QP
288
Quilter Plc
United Kingdom
$42.3M +$339K +3,761 +0.8%
PWLP
289
Prio Wealth Limited Partnership
Massachusetts
$42.3M -$3.01M -33,446 -7%
MLICM
290
Metropolitan Life Insurance Company (MetLife)
New York
$42.3M -$163K -1,813 -0.4%
GA
291
Greenhaven Associates
New York
$41.9M +$41.4M +460,100 +9,202%
AL
292
AJO LP
Pennsylvania
$41.8M +$40.5M +450,217 +3,258%
PGEBT
293
Pactiv General Employee Benefit Trust
Illinois
$41.7M +$19.2M +213,671 +85%
RCM
294
RNC Capital Management
California
$41.3M +$125K +1,387 +0.3%
AB
295
Amalgamated Bank
New York
$41.1M -$1.72M -19,070 -4%
PGFC
296
Peapack-Gladstone Financial Corp
New Jersey
$40.9M +$1.66M +18,398 +4%
PCM
297
Polaris Capital Management
Massachusetts
$40.6M -$351K -3,900 -0.9%
UB
298
UMB Bank
Missouri
$40.4M -$108K -1,205 -0.3%
TAM
299
Todd Asset Management
Kentucky
$40.4M -$5.22M -57,947 -11%
MSA
300
Mason Street Advisors
Wisconsin
$40.3M – – –
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