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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 %
WSFS
351
Wilmington Savings Fund Society
Delaware
$31.1M +$2.07M +23,013 +7%
DADC
352
D.A. Davidson & Co
Montana
$31M +$2.7M +29,860 +10%
BCIM
353
British Columbia Investment Management
British Columbia, Canada
$30.9M -$37M -411,453 -55%
CCP
354
Clough Capital Partners
Massachusetts
$30.8M +$9.79M +108,703 +46%
CAPTRUST Financial Advisors
355
CAPTRUST Financial Advisors
North Carolina
$30.4M +$1.6M +18,916 +6%
ACL
356
Azora Capital LP
Florida
$30.2M +$30.2M +335,788 New
AC
357
Alleghany Corporation
New York
$30.2M -$3.13M -34,725 -9%
FT
358
Fiduciary Trust
Massachusetts
$30.2M +$968K +10,747 +3%
NC
359
Nicholas Company
Wisconsin
$30.1M +$2.99M +33,160 +11%
Susquehanna International Group
360
Susquehanna International Group
Pennsylvania
$30.1M -$151M -1,675,544 -83%
MML Investors Services
361
MML Investors Services
Massachusetts
$30M +$4.34M +48,151 +17%
II
362
IFM Investors
Australia
$29.9M -$1.21M -12,930 -4%
BIAS
363
Beacon Investment Advisory Services
New Jersey
$29.9M +$307K +3,407 +1%
CG
364
Colony Group
Massachusetts
$29.7M -$96.2K -1,068 -0.3%
DILIC
365
Dai-ichi Life Insurance Company
Japan
$29.7M -$409K -4,542 -1%
Two Sigma Investments
366
Two Sigma Investments
New York
$29.6M +$29.6M +329,149 New
EWA
367
EP Wealth Advisors
California
$29.5M +$2.43M +27,003 +9%
PP
368
Palladium Partners
Virginia
$29.4M -$584K -6,484 -2%
RG
369
Rathbones Group
United Kingdom
$29.2M +$999K +11,093 +4%
EB
370
Eastern Bank
Massachusetts
$29.2M -$401K -4,455 -1%
GC
371
Giverny Capital
Quebec, Canada
$29.1M -$1.56M -17,332 -5%
ECP
372
Empyrean Capital Partners
California
$28.7M +$28.7M +319,089 New
FRAF
373
Första AP-fonden
Sweden
$28.7M +$25.9M +287,400 +915%
WRF
374
Waddell & Reed Financial
Kansas
$28.4M -$125M -1,385,708 -81%
PFM
375
Parsec Financial Management
North Carolina
$28.4M -$588K -6,533 -2%
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