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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 %
Mawer Investment Management
101
Mawer Investment Management
Alberta, Canada
$253M -$144M -1,597,888 -36%
Truist Financial
102
Truist Financial
North Carolina
$252M +$7.04M +78,212 +3%
Brown Advisory
103
Brown Advisory
Maryland
$252M +$23M +255,413 +10%
AAMU
104
Amundi Asset Management US
Massachusetts
$250M -$454M -5,038,414 -64%
AQR Capital Management
105
AQR Capital Management
Connecticut
$247M +$9.7M +107,738 +4%
Chevy Chase Trust
106
Chevy Chase Trust
Maryland
$247M +$3.15M +34,944 +1%
Lord, Abbett & Co
107
Lord, Abbett & Co
New Jersey
$234M +$7.27M +80,703 +3%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$229M +$19.7M +218,989 +9%
Jennison Associates
109
Jennison Associates
New York
$224M -$401M -4,451,021 -64%
CI Investments Inc
110
CI Investments Inc
Ontario, Canada
$219M -$8.18M -90,814 -4%
Sanders Capital
111
Sanders Capital
Florida
$218M -$160M -1,778,046 -42%
GT
112
Glenmede Trust
Pennsylvania
$217M – – –
Lazard Asset Management
113
Lazard Asset Management
New York
$214M -$7.21M -80,126 -3%
AG
114
Aperio Group
California
$213M -$15.1M -167,894 -7%
Russell Investments Group
115
Russell Investments Group
United Kingdom
$213M -$31.9M -350,704 -13%
Luther King Capital Management (LKCM)
116
Luther King Capital Management (LKCM)
Texas
$209M -$426K -4,736 -0.2%
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$209M – – –
PP
118
Prudential plc
United Kingdom
$208M -$23.9M -265,623 -10%
KeyBank National Association
119
KeyBank National Association
Ohio
$205M -$1.62M -18,000 -0.8%
JPMPWA
120
J.P. Morgan Private Wealth Advisors
California
$205M +$5.63M +62,485 +3%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$205M +$644K +7,157 +0.3%
Retirement Systems of Alabama
122
Retirement Systems of Alabama
Alabama
$203M -$1.97M -21,877 -1%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$201M +$20.3M +225,513 +11%
Public Employees Retirement Association of Colorado
124
Public Employees Retirement Association of Colorado
Colorado
$200M -$2.33M -25,907 -1%
State of Wisconsin Investment Board
125
State of Wisconsin Investment Board
Wisconsin
$196M -$55.7M -618,363 -22%
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5
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