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JPMorgan Chase
JPM

Overview Fund Activity

2,816 hedge funds and large institutions have $206B invested in JPMorgan Chase in 2020 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 1,309 increasing their positions, 1,139 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,816
Holders Change
-22
Holders Change %
-0.78%
% of All Funds
56.97%
Holding in Top 10
280
Holding in Top 10 Change
-55
Holding in Top 10 Change %
-16.42%
% of All Funds
5.66%
New
109
Increased
1,309
Reduced
1,139
Closed
108
Calls
$4.25B
Puts
$5.64B
Net Calls
-$1.39B
Net Calls Change
+$211M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$23.4B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$5.42B
3
Franklin Resources
Franklin Resources
California
$2.56B
4
Capital Research Global Investors
Capital Research Global Investors
California
$2.27B
5
Viking Global Investors
Viking Global Investors
Connecticut
$910M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$93.1M
2
Bank of America
Bank of America
North Carolina
$5.62B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.54B
4
Nordea Investment Management
Nordea Investment Management
Sweden
$438M
5
BlackRock
BlackRock
New York
$18.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
226
Migdal Insurance & Financial Holdings
Israel
$75.5M +$15.6M +162,420 +26%
FWCM
227
Ferguson Wellman Capital Management
Oregon
$75.4M -$4.86M -50,510 -6%
SEI Investments
228
SEI Investments
Pennsylvania
$74.6M -$3.57M -37,020 -5%
ZIM
229
Zacks Investment Management
Illinois
$74.4M -$789K -8,197 -1%
MIM
230
MetLife Investment Management
New Jersey
$74.4M -$2.33M -24,208 -3%
Axa
231
Axa
France
$74.1M -$13.9M -144,169 -16%
GG
232
Gofen & Glossberg
Illinois
$73.8M -$151K -1,571 -0.2%
AIM
233
Artemis Investment Management
United Kingdom
$73.7M +$30.7M +319,195 +71%
UCFA
234
United Capital Financial Advisors
Texas
$72.9M +$2.25M +23,329 +3%
CIBC Asset Management
235
CIBC Asset Management
Ontario, Canada
$72.4M +$15.9M +165,124 +28%
Holocene Advisors
236
Holocene Advisors
New York
$71.9M +$44.9M +465,935 +166%
CB
237
Cooke & Bieler
Pennsylvania
$71.5M -$1.46M -15,116 -2%
SBH
238
Segall Bryant & Hamill
Illinois
$70.5M +$4.21M +43,764 +6%
TRSOTSOK
239
Teachers Retirement System of the State of Kentucky
Kentucky
$70.3M -$1.84M -19,092 -3%
GIBU
240
Gulf International Bank (UK)
United Kingdom
$70.3M -$673K -6,989 -0.9%
TG
241
TCW Group
California
$69.9M -$6.52M -67,678 -9%
ProShare Advisors
242
ProShare Advisors
Maryland
$69M -$6.56M -68,124 -9%
Handelsbanken Fonder
243
Handelsbanken Fonder
Sweden
$68.4M +$914K +9,494 +1%
PCA
244
Personal Capital Advisors
California
$68.1M +$9.24M +96,016 +16%
CCMG
245
Clark Capital Management Group
Pennsylvania
$67.5M +$1.19M +12,409 +2%
WF
246
Welch & Forbes
Massachusetts
$67.1M +$2.85M +29,573 +4%
Los Angeles Capital Management
247
Los Angeles Capital Management
California
$67M -$6.04M -62,757 -8%
SCM
248
Smead Capital Management
Arizona
$64.6M -$6.39M -66,396 -9%
OAM
249
Oppenheimer Asset Management
New York
$64.2M -$1.12M -11,628 -2%
BC
250
Bartlett & Co
Ohio
$64.1M +$1.08M +11,174 +2%
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