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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 %
RL
451
Ruffer LLP
United Kingdom
$20.9M +$20.4M +225,867 +3,469%
MAA
452
Matrix Asset Advisors
New York
$20.9M -$1.04M -11,572 -5%
ACM
453
Advisors Capital Management
New Jersey
$20.8M +$1.41M +15,659 +7%
AIM
454
Avity Investment Management
Connecticut
$20.8M -$1.99M -22,143 -9%
NSIM
455
North Star Investment Management
Illinois
$20.8M -$1.1M -12,261 -5%
MIS
456
Morningstar Investment Services
Illinois
$20.7M +$83.6K +894 +0.4%
HIMC
457
Heritage Investors Management Corp
Maryland
$20.7M -$382K -4,238 -2%
CS
458
Central Securities
New York
$20.7M – – –
JCM
459
Janney Capital Management
Pennsylvania
$20.7M -$2.18M -24,196 -10%
Parallax Volatility Advisers
460
Parallax Volatility Advisers
California
$20.7M +$2.1M +23,338 +11%
NP
461
NS Partners
United Kingdom
$20.5M +$480K +5,336 +2%
MCM
462
McKinley Capital Management
Alaska
$20.5M +$830K +9,220 +4%
Simplex Trading
463
Simplex Trading
Illinois
$20.5M +$18.1M +201,454 +775%
Daiwa Securities Group
464
Daiwa Securities Group
Japan
$20.3M +$1.71M +19,012 +9%
PWP
465
Private Wealth Partners
California
$20.3M -$1.39M -15,445 -6%
HIIFS
466
Harel Insurance Investments & Financial Services
Israel
$20.2M +$19.8M +219,510 +4,670%
PC
467
Polar Capital
United Kingdom
$20.1M -$24.7M -274,076 -55%
SWP
468
Stratos Wealth Partners
Ohio
$20.1M +$3.79M +42,108 +23%
JIC
469
Johnson Investment Counsel
Ohio
$19.9M +$70.1K +779 +0.4%
WCM
470
Wedge Capital Management
North Carolina
$19.9M -$1.26M -14,044 -6%
CTA
471
Carillon Tower Advisers
Florida
$19.9M -$798K -9,463 -4%
SIM
472
Sentry Investment Management
Wisconsin
$19.7M -$759K -8,429 -4%
HP
473
Hosking Partners
United Kingdom
$19.7M -$13.3M -147,485 -40%
SAM
474
Silvercrest Asset Management
New York
$19.7M +$714K +7,935 +4%
CGH
475
Crossmark Global Holdings
Texas
$19.7M +$2.05M +22,741 +12%
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