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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 %
MNBTD
376
Moody National Bank Trust Division
Texas
$28.1M +$146K +1,626 +0.5%
WIM
377
Weitz Investment Management
Nebraska
$28.1M +$6.17M +68,500 +28%
CAG
378
Crestwood Advisors Group
Massachusetts
$28M -$234K -2,596 -0.8%
B
379
BP
United Kingdom
$27.9M -$5.23M -58,000 -16%
SAM
380
Securian Asset Management
Minnesota
$27.9M -$484K -5,371 -2%
CRC
381
Curi RMB Capital
Illinois
$27.7M +$7.02M +77,921 +34%
CT
382
Cambridge Trust
Massachusetts
$27.6M +$315K +3,500 +1%
NIM
383
Nexus Investment Management
Ontario, Canada
$27.4M +$165K +1,830 +0.6%
WA
384
WestEnd Advisors
North Carolina
$27.3M +$27.3M +303,176 +488,994%
CPSAC
385
Chas P. Smith & Associates (CPS)
Florida
$27.3M +$1.95M +21,625 +8%
LWCA
386
Locust Wood Capital Advisers
New York
$27M -$8.76M -97,300 -24%
OPERF
387
Oregon Public Employees Retirement Fund
Oregon
$26.8M -$754K -8,380 -3%
CIP
388
Chartwell Investment Partners
Pennsylvania
$26.7M +$926K +10,285 +4%
ANI
389
American National Insurance
Texas
$26.6M – – –
DCM
390
Donaldson Capital Management
Indiana
$26.5M +$597K +6,629 +2%
DIA
391
Dana Investment Advisors
Wisconsin
$26.5M +$2.11M +23,400 +9%
GT
392
Glenview Trust
Kentucky
$26.3M -$100K -1,113 -0.4%
IC
393
InterOcean Capital
Illinois
$26.2M +$2.47M +27,481 +10%
RJT
394
Raymond James Trust
Florida
$26.1M +$569K +6,322 +2%
NA
395
NewEdge Advisors
Louisiana
$26M +$1.62M +17,942 +7%
LCS
396
Levin Capital Strategies
New York
$26M -$72K -800 -0.3%
MCM
397
MAI Capital Management
Ohio
$25.9M +$750K +8,331 +3%
RPI
398
Railway Pension Investments
United Kingdom
$25.6M +$25.6M +284,200 New
RMA
399
Roffman Miller Associates
Pennsylvania
$25.6M +$273K +3,031 +1%
CIC
400
Carnegie Investment Counsel
Ohio
$25.5M +$904K +10,026 +4%
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