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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 %
GRQ
76
Gardner Russo & Quinn
Pennsylvania
$345M +$344M +3,823,552 +36,846%
Canada Pension Plan Investment Board
77
Canada Pension Plan Investment Board
Ontario, Canada
$343M +$60.5M +671,708 +21%
Stifel Financial
78
Stifel Financial
Missouri
$334M -$31.7M -351,335 -9%
National Pension Service
79
National Pension Service
South Korea
$328M +$3.35M +37,251 +1%
Citigroup
80
Citigroup
New York
$323M -$57.7M -640,720 -15%
TIM
81
Thornburg Investment Management
New Mexico
$322M -$38.8M -430,553 -11%
TD Asset Management
82
TD Asset Management
Ontario, Canada
$317M -$32.2M -357,704 -9%
Fidelity International
83
Fidelity International
Bermuda
$317M -$103M -1,147,652 -25%
US Bancorp
84
US Bancorp
Minnesota
$313M +$6.74M +74,900 +2%
VOYA Investment Management
85
VOYA Investment Management
Georgia
$302M -$20.7M -229,568 -6%
Mackenzie Financial
86
Mackenzie Financial
Ontario, Canada
$300M +$62M +688,195 +26%
FMI
87
Fiduciary Management Inc
Wisconsin
$297M -$100M -1,113,492 -25%
Adage Capital Partners
88
Adage Capital Partners
Massachusetts
$295M -$18.8M -208,800 -6%
AIG
89
American International Group
New York
$294M -$35.6M -395,698 -11%
Canada Life
90
Canada Life
Manitoba, Canada
$294M -$2.53M -27,865 -0.9%
Korea Investment Corp
91
Korea Investment Corp
South Korea
$286M +$17.4M +193,200 +6%
Mitsubishi UFJ Trust & Banking
92
Mitsubishi UFJ Trust & Banking
Japan
$284M +$14.8M +164,393 +5%
Robeco Institutional Asset Management
93
Robeco Institutional Asset Management
Netherlands
$277M +$71.4M +792,810 +35%
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
$276M +$197M +2,187,932 +250%
Bessemer Group
95
Bessemer Group
New Jersey
$274M -$39.3M -436,351 -13%
Swedbank
96
Swedbank
Sweden
$270M -$164M -1,816,166 -38%
BGIM
97
Brandywine Global Investment Management
Pennsylvania
$267M -$23.9M -265,446 -8%
RJFSA
98
Raymond James Financial Services Advisors
Florida
$262M +$7.87M +87,429 +3%
Toronto Dominion Bank
99
Toronto Dominion Bank
Ontario, Canada
$255M -$20.8M -232,696 -8%
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$255M -$2.63M -29,198 -1%
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4
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