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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 %
FBA
476
Front Barnett Associates
Illinois
$19.7M -$129K -1,433 -0.7%
KFC
477
Klingenstein Fields & Co
New York
$19.6M -$594K -6,598 -3%
MG
478
Markel Group
Virginia
$19.6M +$150K +1,670 +0.8%
PF
479
Phoenix Financial
Israel
$19.5M -$1.5M -16,950 -7%
KRS
480
Kentucky Retirement Systems
Kentucky
$19.3M +$4.76M +52,849 +33%
MIH
481
Meitav Investment House
Israel
$19M +$18.8M +208,193 +7,571%
CI
482
Capital International
California
$19M -$1.97M -21,927 -9%
ONB
483
Old National Bancorp
Indiana
$18.9M +$303K +3,367 +2%
DJSG
484
D.J. St. Germain
Massachusetts
$18.8M -$34K -378 -0.2%
AR
485
Advisory Research
Illinois
$18.8M -$1.02M -11,274 -5%
TAM
486
Taurus Asset Management
New York
$18.7M +$108K +1,197 +0.6%
ATC
487
Argent Trust Co
Tennessee
$18.7M +$719K +7,992 +4%
RIM
488
Redpoint Investment Management
Australia
$18.6M -$1.01M -11,262 -5%
FFA
489
First Foundation Advisors
California
$18.5M +$301K +3,343 +2%
JIR
490
James Investment Research
Ohio
$18.4M -$1.59M -17,607 -8%
CAI
491
Capital Advisors Inc
Oklahoma
$18.3M +$3.77M +41,840 +26%
FFIC
492
First Fiduciary Investment Counsel
Ohio
$18.2M -$522K -5,795 -3%
FNT
493
First National Trust
Pennsylvania
$18.2M -$31.4K -349 -0.2%
SYBT
494
Stock Yards Bank & Trust
Kentucky
$18.2M +$47.3K +525 +0.3%
NIM
495
Northeast Investment Management
Massachusetts
$18.1M -$987K -10,962 -5%
COPPSERS
496
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$18M -$144K -1,596 -0.8%
PCM
497
Palisade Capital Management
New Jersey
$18M -$62.8K -698 -0.3%
BPCE
498
Bank Pictet & Cie (Europe)
Germany
$18M +$17.8M +197,637 +8,343%
CCM
499
Covington Capital Management
California
$18M -$4.05K -45 -0%
Citadel Advisors
500
Citadel Advisors
Florida
$17.9M -$52.2M -580,032 -74%
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