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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
$8.2B
2
Bank of America
Bank of America
North Carolina
$5.76B
3
Viking Global Investors
Viking Global Investors
Connecticut
$368M
4
GRQ
Gardner Russo & Quinn
Pennsylvania
$345M
5
Charles Schwab
Charles Schwab
California
$1.62B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.14B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.2B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$4.18B
4
Goldman Sachs
Goldman Sachs
New York
$1.35B
5
AAMU
Amundi Asset Management US
Massachusetts
$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$572M -$5.96M -66,214 -1%
Allianz Asset Management
52
Allianz Asset Management
Germany
$556M +$14.9M +165,005 +3%
DZ Bank
53
DZ Bank
Germany
$552M -$246M -2,730,602 -31%
Fisher Asset Management
54
Fisher Asset Management
Washington
$544M +$7.26M +80,640 +1%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$542M -$1.33M -14,737 -0.2%
Aristotle Capital Management
56
Aristotle Capital Management
California
$532M +$109M +1,208,283 +26%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$506M +$1.16M +12,840 +0.2%
American Century Companies
58
American Century Companies
Missouri
$495M -$25.2M -280,035 -5%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$447M +$14.1M +156,066 +3%
Barrow, Hanley, Mewhinney & Strauss
60
Barrow, Hanley, Mewhinney & Strauss
Texas
$436M -$27.7M -307,881 -6%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$425M -$46.7M -522,310 -10%
Nordea Investment Management
62
Nordea Investment Management
Sweden
$413M -$7.47M -80,876 -2%
Prudential Financial
63
Prudential Financial
New Jersey
$413M -$32.9M -365,637 -7%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$411M -$12.3M -136,600 -3%
Barclays
65
Barclays
United Kingdom
$384M -$59.7M -663,644 -13%
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$380M -$25.8M -286,173 -6%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$377M +$6.22M +69,138 +2%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$373M +$54.5M +597,808 +17%
Ensign Peak Advisors
69
Ensign Peak Advisors
Utah
$369M +$54.7M +607,727 +17%
Viking Global Investors
70
Viking Global Investors
Connecticut
$368M +$368M +4,085,317 New
WT
71
Wellcome Trust
United Kingdom
$360M -$63M -700,000 -15%
BG
72
Bahl & Gaynor
Ohio
$359M -$19.1M -212,075 -5%
Fayez Sarofim & Co
73
Fayez Sarofim & Co
Texas
$353M -$12M -133,325 -3%
Victory Capital Management
74
Victory Capital Management
Texas
$351M +$156M +1,732,030 +80%
Janus Henderson Group
75
Janus Henderson Group
United Kingdom
$347M -$23.5M -260,509 -6%
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