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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 %
JAM
401
Jupiter Asset Management
United Kingdom
$25M -$5.54M -61,448 -18%
SI
402
Stephens Inc
Arkansas
$25M +$901K +10,005 +4%
ZIC
403
ZWJ Investment Counsel
Georgia
$24.6M -$593K -6,590 -2%
Ninety One (UK)
404
Ninety One (UK)
United Kingdom
$24.6M +$6.27M +69,661 +34%
SAM
405
Shell Asset Management
Netherlands
$24.5M -$2.39M -26,512 -9%
PR
406
Payden & Rygel
California
$24.4M -$3.98M -44,191 -14%
FNBOO
407
First National Bank of Omaha
Nebraska
$24.4M -$363K -4,029 -1%
PC
408
PM Capital
Australia
$24.1M -$153K -1,700 -0.6%
CSS
409
Cubist Systematic Strategies
Connecticut
$24.1M +$23.9M +265,847 +17,723%
First Manhattan
410
First Manhattan
New York
$24M -$6.84M -75,944 -22%
BSA
411
Braun Stacey Associates
New York
$23.7M -$1.94M -21,541 -8%
CP
412
Cumberland Partners
Ontario, Canada
$23.7M -$2.66M -29,502 -10%
IC
413
Inverness Counsel
New York
$23.6M -$1.33M -14,811 -5%
BPB
414
Badgley, Phelps & Bell
Washington
$23.6M +$714K +7,934 +3%
WI
415
Wafra Inc
New York
$23.4M +$23.4M +259,451 New
Holocene Advisors
416
Holocene Advisors
New York
$23.3M +$23.3M +258,741 New
BAPIM
417
British Airways Pensions Investment Management
United Kingdom
$23.2M +$2.47M +27,485 +12%
AA
418
Ancora Advisors
Ohio
$23.1M +$2.38M +26,451 +11%
PAG
419
Private Advisor Group
New Jersey
$23.1M +$1.28M +14,254 +6%
CTI
420
Community Trust & Investment
Kentucky
$22.8M -$2.04M -22,681 -8%
WTC
421
WhitTier Trust Company
Nevada
$22.8M +$715K +7,941 +3%
CA
422
Commerzbank Aktiengesellschaft
Germany
$22.8M -$8.62M -95,736 -27%
JAFL
423
Jay A. Fishman Ltd
Michigan
$22.7M -$597K -6,630 -3%
HCMT
424
Highland Capital Management (Tennessee)
Tennessee
$22.5M -$3.64M -40,404 -14%
NMIMC
425
Northwestern Mutual Investment Management Company
Wisconsin
$22.4M +$11.5M +127,386 +105%
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