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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 %
BAM
326
Berkshire Asset Management
Pennsylvania
$35.7M +$1.14M +12,672 +3%
AAM
327
Advisors Asset Management
Colorado
$35.3M -$4.99M -55,480 -12%
FCI
328
Financial Counselors Inc
Kansas
$35.1M +$1.34M +14,863 +4%
BF
329
BOK Financial
Oklahoma
$35M +$710K +7,890 +2%
PVH
330
Psagot Value Holdings
Israel
$34.7M +$4.09M +45,411 +13%
ICP
331
Ironvine Capital Partners
Nebraska
$34.7M +$3.06M +34,036 +10%
BIM
332
Bridges Investment Management
Nebraska
$34.3M +$5.46M +60,640 +19%
WPC
333
Waters Parkerson & Co
Louisiana
$33.5M +$442K +4,906 +1%
SMDAM
334
Sumitomo Mitsui DS Asset Management
Japan
$32.9M +$2.4M +26,658 +8%
ADEF
335
Adams Diversified Equity Fund
Maryland
$32.8M +$2.36M +26,200 +8%
SCP
336
Seizert Capital Partners
Michigan
$32.6M -$3.97M -44,080 -11%
Caisse de Depot et Placement du Quebec (CDPQ)
337
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$32.5M -$14.8M -164,474 -31%
NLGIA
338
Nippon Life Global Investors Americas
New York
$32.5M +$2.35M +26,070 +8%
BAM
339
Barrett Asset Management
New York
$32.5M -$2.83M -31,438 -8%
EOJOAM
340
E. Ohman J:or Asset Management
Sweden
$32.3M -$6.63M -73,650 -17%
GC
341
Guggenheim Capital
Illinois
$32.1M -$5.89M -65,439 -16%
HW
342
Hancock Whitney
Mississippi
$32.1M +$5.5M +61,070 +21%
FP
343
Foundry Partners
Minnesota
$32.1M +$108K +1,200 +0.3%
TH
344
TCTC Holdings
Texas
$32M +$103K +1,147 +0.3%
WB
345
WesBanco Bank
West Virginia
$32M +$466K +5,174 +1%
VDI
346
Vaughan David Investments
Illinois
$31.9M -$1.3M -14,394 -4%
AC
347
Alley Company
Illinois
$31.8M +$22.4M +248,263 +237%
DCM
348
Dupont Capital Management
Delaware
$31.5M -$2.81M -31,265 -8%
SDIC
349
South Dakota Investment Council
South Dakota
$31.3M -$1.53M -17,020 -5%
EDRH
350
Edmond de Rothschild Holding
Switzerland
$31.3M +$2.23M +24,810 +8%
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