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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 %
Arrowstreet Capital
151
Arrowstreet Capital
Massachusetts
$145M +$145M +1,611,673 New
DekaBank Deutsche Girozentrale
152
DekaBank Deutsche Girozentrale
Germany
$144M +$4.37M +46,473 +3%
HighTower Advisors
153
HighTower Advisors
Illinois
$143M +$7.88M +87,361 +6%
Aberdeen Group
154
Aberdeen Group
United Kingdom
$138M -$10.5M -116,192 -7%
Diamond Hill Capital Management
155
Diamond Hill Capital Management
Ohio
$136M -$3.11M -34,586 -2%
Treasurer of the State of North Carolina
156
Treasurer of the State of North Carolina
North Carolina
$136M +$9.74M +108,150 +8%
RFC
157
Regions Financial Corp
Alabama
$133M -$1.31M -14,516 -1%
DC
158
Davenport & Co
Virginia
$132M -$2.33M -25,922 -2%
MMH
159
Menora Mivtachim Holdings
Israel
$131M +$25M +277,653 +24%
Federated Hermes
160
Federated Hermes
Pennsylvania
$131M -$23.3M -258,252 -15%
HA
161
Homestead Advisers
Virginia
$131M -$28.6M -317,199 -18%
HTC
162
Haverford Trust Company
Pennsylvania
$128M +$277K +3,077 +0.2%
GIA
163
Gateway Investment Advisers
Ohio
$127M -$4.35M -48,343 -3%
LPL Financial
164
LPL Financial
California
$125M +$10.7M +118,953 +9%
SG Americas Securities
165
SG Americas Securities
New York
$125M +$99.5M +1,105,422 +396%
WHG
166
Westwood Holdings Group
Texas
$122M +$5.75M +63,888 +5%
Millennium Management
167
Millennium Management
New York
$122M +$41.1M +456,484 +51%
RCAMU
168
Rothschild & Co Asset Management US
Connecticut
$119M -$5.88M -65,271 -5%
SOMRS
169
State of Michigan Retirement System
Michigan
$119M +$50.5M +560,400 +74%
N
170
Natixis
France
$117M +$61M +678,007 +109%
CB
171
Commerce Bank
Missouri
$115M +$170K +1,886 +0.1%
Skandinaviska Enskilda Banken (SEB)
172
Skandinaviska Enskilda Banken (SEB)
Sweden
$113M +$871K +9,677 +0.8%
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$111M +$3.15M +34,991 +3%
AAMU
174
AEGON Asset Management (UK)
United Kingdom
$111M +$2.52M +27,996 +2%
Commonwealth Equity Services
175
Commonwealth Equity Services
Massachusetts
$109M +$8.5M +94,381 +8%
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