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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 %
Jones Financial Companies
601
Jones Financial Companies
Missouri
$12.6M +$945K +10,498 +8%
BG
602
Bollard Group
Massachusetts
$12.6M +$605K +6,719 +5%
RE
603
RBC Europe
United Kingdom
$12.6M +$149K +1,658 +1%
ALAM
604
Asahi Life Asset Management
Japan
$12.6M +$567K +6,301 +5%
Rafferty Asset Management
605
Rafferty Asset Management
New York
$12.5M -$33.9M -376,128 -73%
DRZID
606
DePrince Race & Zollo Inc (DRZ)
Florida
$12.5M -$660K -7,326 -5%
WIC
607
Willis Investment Counsel
Georgia
$12.5M -$9.46M -105,047 -43%
FAAS
608
First Allied Advisory Services
California
$12.4M +$784K +8,703 +7%
B
609
Barings
North Carolina
$12.3M -$1.1M -12,205 -8%
CNBT
610
Canandaigua National Bank & Trust
New York
$12.3M +$218K +2,420 +2%
OPCM
611
Osborne Partners Capital Management
California
$12.2M -$54.5K -605 -0.4%
TYCC
612
Texas Yale Capital Corp
Florida
$12.2M +$924K +10,263 +8%
CA
613
Cullinan Associates
Kentucky
$12.2M -$464K -5,149 -4%
LG
614
LaFleur & Godfrey
Michigan
$12.2M +$40.8K +453 +0.3%
PP
615
Patten & Patten
Tennessee
$12.1M +$684K +7,596 +6%
CAM
616
Congress Asset Management
Massachusetts
$12M +$461K +5,117 +4%
SDJVC
617
St. Denis J. Villere & Co
Louisiana
$12M -$11.7K -130 -0.1%
LSERS
618
Louisiana State Employees Retirement System
Louisiana
$12M -$1.4M -15,600 -10%
NB
619
Norinchukin Bank
Japan
$12M -$9.78M -108,618 -45%
KHLMVGHM
620
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$12M – – –
TCM
621
Tufton Capital Management
Maryland
$12M +$116K +1,291 +1%
MIA
622
MainStreet Investment Advisors
Illinois
$12M +$1.96M +21,740 +20%
AI
623
Atria Investments
North Carolina
$11.9M +$1.99M +22,062 +20%
ACA
624
Anchor Capital Advisors
Massachusetts
$11.9M +$11.8M +130,547 +8,917%
BBA
625
BLB&B Advisors
Pennsylvania
$11.8M -$183K -2,031 -2%
23 24
25
26 27