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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 %
CTB
301
Country Trust Bank
Illinois
$40.3M -$294K -3,265 -0.7%
PSUF
302
People's United Financial
Connecticut
$40.2M -$840K -9,335 -2%
Connor, Clark & Lunn Investment Management (CC&L)
303
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$40M -$9.55M -106,068 -19%
Cambridge Investment Research Advisors
304
Cambridge Investment Research Advisors
Iowa
$40M +$6.61M +73,422 +20%
H
305
Hexavest
Quebec, Canada
$39.8M -$81.8M -909,079 -67%
TAF
306
Tredje AP-fonden
Sweden
$39.4M +$20.9M +231,889 +113%
ZCM
307
Ziegler Capital Management
Illinois
$39.3M +$39.3M +436,075 New
WT
308
Washington Trust
Rhode Island
$39.2M -$240K -2,665 -0.6%
SF
309
Synovus Financial
Georgia
$39M +$9.4M +104,262 +32%
JCM
310
Junto Capital Management
New York
$38.8M +$38.8M +430,474 New
PA
311
Pinnacle Associates
New York
$38.7M -$815K -9,055 -2%
OC
312
Oppenheimer & Co
New York
$38.6M +$7.7M +85,507 +25%
DnB Asset Management
313
DnB Asset Management
Norway
$38.3M -$7.77M -86,290 -17%
BHC
314
Bowen Hanes & Co
Florida
$37.7M +$4.42M +49,046 +13%
MAM
315
Madison Asset Management
Wisconsin
$37.7M +$150K +1,667 +0.4%
FTIOP
316
Fiduciary Trust International of Pennsylvania
Pennsylvania
$37.5M +$1.35M +15,042 +4%
CI
317
Conning Inc
Connecticut
$37.4M +$1.13M +12,571 +3%
HIMCH
318
Hartford Investment Management Co (HIMCO)
Connecticut
$37.2M -$121K -1,347 -0.3%
PI
319
PineBridge Investments
New York
$37M -$29.9M -332,083 -45%
MHI
320
Miller Howard Investments
New York
$36.9M -$5.11M -56,734 -12%
CFB
321
Cullen/Frost Bankers
Texas
$36.6M +$385K +4,276 +1%
ABC
322
Associated Banc-Corp
Wisconsin
$36.1M +$886K +9,846 +3%
GPA
323
Guidance Point Advisors
Massachusetts
$36M – – –
JHP
324
James Hambro & Partners
United Kingdom
$36M -$114K -1,260 -0.3%
MVP
325
Miller Value Partners
Florida
$35.9M -$12.7M -141,200 -26%
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