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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 %
NIPH
201
NN Investment Partners Holdings
Netherlands
$80.5M -$5.06M -56,189 -6%
TG
202
TCW Group
California
$79.5M -$4M -44,439 -5%
AIM
203
Achmea Investment Management
Netherlands
$78.5M +$50M +555,361 +175%
DLA
204
Douglas Lane & Associates
New York
$78.4M -$5.58K -62 -0%
FAF
205
Fjarde Ap-fonden
Sweden
$78.1M -$5.44M -60,371 -7%
BFS
206
Bradley Foster & Sargent
Connecticut
$78.1M +$638K +7,085 +0.8%
Osaic Holdings
207
Osaic Holdings
Arizona
$78.1M +$78.1M +4,832,507 New
SEI Investments
208
SEI Investments
Pennsylvania
$78M -$18M -199,972 -19%
First Trust Advisors
209
First Trust Advisors
Illinois
$77.1M +$939K +10,427 +1%
CS
210
Candriam SCA
Luxembourg
$76.6M +$1.36K +10 +0%
MCM
211
Moore Capital Management
New York
$75.6M +$75.6M +840,000 New
FWCM
212
Ferguson Wellman Capital Management
Oregon
$75.3M +$1.18M +13,118 +2%
MIM
213
MetLife Investment Management
New Jersey
$72.8M -$2.23M -24,736 -3%
SCM
214
Smead Capital Management
Arizona
$71.4M -$2.49M -27,681 -3%
FWIA
215
Fort Washington Investment Advisors
Ohio
$70.8M +$9.86M +109,561 +16%
TRSOTSOK
216
Teachers Retirement System of the State of Kentucky
Kentucky
$70.1M -$3.6M -40,001 -5%
CIC
217
Chilton Investment Company
Connecticut
$70M +$695K +7,715 +1%
CII
218
Capital International Inc
California
$69.8M +$6.22M +69,142 +10%
Teacher Retirement System of Texas
219
Teacher Retirement System of Texas
Texas
$69.7M +$15.1M +167,536 +28%
GG
220
Gofen & Glossberg
Illinois
$69.4M -$622K -6,905 -0.9%
CCMG
221
Clark Capital Management Group
Pennsylvania
$69.1M +$6.37M +70,810 +10%
ZIM
222
Zacks Investment Management
Illinois
$68.8M -$514K -5,707 -0.7%
CB
223
Cooke & Bieler
Pennsylvania
$68.5M -$628K -6,977 -0.9%
C
224
Consulta
United Kingdom
$67.5M +$67.5M +750,000 New
GIBU
225
Gulf International Bank (UK)
United Kingdom
$67.4M -$1.15M -12,735 -2%
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