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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 %
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$109M -$355K -3,941 -0.3%
Nomura Asset Management
177
Nomura Asset Management
Japan
$106M -$1.98M -21,957 -2%
EAM
178
Eagle Asset Management
Florida
$105M -$15M -167,154 -13%
Macquarie Group
179
Macquarie Group
Australia
$103M +$8.8M +97,792 +9%
MSE
180
MUFG Securities EMEA
United Kingdom
$101M -$29M -321,722 -22%
Acadian Asset Management
181
Acadian Asset Management
Massachusetts
$101M +$16.2M +179,900 +19%
Natixis Advisors
182
Natixis Advisors
Massachusetts
$98.5M +$4.21M +46,742 +4%
PAM
183
Panagora Asset Management
Massachusetts
$98.4M -$24.9M -276,782 -20%
CBT
184
Capital Bank & Trust
California
$95.4M -$433K -4,804 -0.5%
AACR
185
ACR Alpine Capital Research
Missouri
$95.4M +$30.5M +338,927 +47%
FMI
186
Factory Mutual Insurance
Massachusetts
$93.8M -$5.84M -64,900 -6%
Calamos Advisors
187
Calamos Advisors
Illinois
$93.5M -$51.7M -573,820 -36%
ACI
188
AMP Capital Investors
Australia
$93.2M -$12.9M -138,092 -12%
AA
189
ALPS Advisors
Colorado
$92.8M -$3.8M -42,257 -4%
SCM
190
Steadfast Capital Management
New York
$90.9M -$64.2M -713,378 -41%
JWBC
191
John W. Bristol & Co
New York
$89.7M -$452K -5,021 -0.5%
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$89.1M -$1.61M -17,863 -2%
ASC
193
Atalanta Sosnoff Capital
New York
$88.6M -$8.87M -98,513 -9%
Comerica Bank
194
Comerica Bank
Texas
$86.9M -$1.25M -13,754 -1%
ACM
195
Argent Capital Management
Missouri
$84.3M -$1.62M -17,983 -2%
Thrivent Financial for Lutherans
196
Thrivent Financial for Lutherans
Minnesota
$84.2M +$5.1M +56,694 +6%
SC
197
Scotia Capital
Ontario, Canada
$83.8M -$3.09M -34,349 -4%
BTW
198
Boston Trust Walden
Massachusetts
$83.2M -$21.3M -236,748 -20%
FI
199
Focused Investors
California
$82.5M +$1.09M +12,100 +1%
Axa
200
Axa
France
$81.5M -$2.61M -29,004 -3%
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