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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
1
Capital World Investors
California
$8.2B
2
Bank of America
2
Bank of America
North Carolina
$5.76B
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$368M
4
GRQ
4
Gardner Russo & Quinn
Pennsylvania
$345M
5
Charles Schwab
5
Charles Schwab
California
$1.62B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.14B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.2B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.18B
4
Goldman Sachs
4
Goldman Sachs
New York
$1.35B
5
AAMU
5
Amundi Asset Management US
Massachusetts
$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$22B -$172M -1,910,347 -0.8%
BlackRock
2
BlackRock
New York
$18.4B -$388M -4,311,284 -2%
State Street
3
State Street
Massachusetts
$12.7B -$338M -3,757,994 -3%
Capital World Investors
4
Capital World Investors
California
$8.2B +$737M +8,187,609 +10%
Bank of America
5
Bank of America
North Carolina
$5.76B +$693M +7,693,106 +14%
Berkshire Hathaway
6
Berkshire Hathaway
Nebraska
$5.2B -$162M -1,800,499 -3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$5.09B -$332M -3,686,520 -6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$4.18B -$821M -9,114,541 -16%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.05B +$59.9M +666,292 +2%
Northern Trust
10
Northern Trust
Illinois
$3.93B -$47.3M -525,568 -1%
Morgan Stanley
11
Morgan Stanley
New York
$3.4B +$204M +2,262,845 +6%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$3.2B -$1.22B -13,498,090 -28%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$3.05B -$8.49M -94,289 -0.3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.84B +$15.8M +175,979 +0.6%
Wells Fargo
15
Wells Fargo
California
$2.51B -$55.1M -612,528 -2%
Norges Bank
16
Norges Bank
Norway
$2.44B -$84.8M -941,412 -3%
Capital International Investors
17
Capital International Investors
California
$2.25B -$215M -2,389,893 -9%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$2.15B +$127M +1,406,335 +6%
Ameriprise
19
Ameriprise
Minnesota
$2.06B -$44.2M -491,331 -2%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1.89B -$177M -1,963,638 -9%
Primecap Management
21
Primecap Management
California
$1.75B -$238M -2,645,360 -12%
Legal & General Group
22
Legal & General Group
United Kingdom
$1.74B +$37M +409,477 +2%
Invesco
23
Invesco
Georgia
$1.63B -$160M -1,771,933 -9%
Charles Schwab
24
Charles Schwab
California
$1.62B +$289M +3,212,854 +22%
Franklin Resources
25
Franklin Resources
California
$1.61B +$231M +2,566,973 +17%
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