JPMorgan Chase
JPM
2,827 hedge funds and large institutions have $207B invested in JPMorgan Chase in 2020 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 1,313 increasing their positions, 1,144 reducing their positions, and 108 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 1,313 | Existing positions reduced: 1,144
2% more capital invested
Capital invested by funds: $203B → $207B (+$4B)
2% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 108
0.28% less ownership
Funds ownership: 70.81% → 70.53% (-0.28%)
1% less funds holding
Funds holding: 2,848 → 2,827 (-21)
17% less funds holding in top 10
Funds holding in top 10: 338 → 281 (-57)
25% less call options, than puts
Call options by funds: $4.25B | Put options by funds: $5.64B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.04B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.03B |
| 3 |
Franklin Resources
San Mateo,
California
|
+$721M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$679M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
+$298M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$2.09B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$625M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$479M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$436M |
| 5 |
BlackRock
New York
|
-$335M |
JPM Hedge Fund Activity: Q3 2020 in Review
2,827 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q3 2020, worth a combined $207B — up 2% from $203B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new JPM positions and 108 closed out — a net gain of 2 holders — while 1,313 added to existing stakes and 1,144 trimmed.
The largest buyer was Vanguard Group, adding an estimated $1.04B. The largest seller was Berkshire Hathaway, cutting an estimated $2.09B.
- 2,827 institutional investors held JPMorgan Chase (JPM) as of Q3 2020, down from 2,848 in Q2 2020.
- Funds reported $207B of JPMorgan Chase stock for Q3 2020, up 2% quarter-over-quarter.
- 110 funds opened new JPMorgan Chase positions in Q3 2020 and 108 closed out, a net change of +2 holders.
- The largest JPMorgan Chase buyer in Q3 2020 was Vanguard Group, an estimated $1.04B added.
- The largest JPMorgan Chase seller in Q3 2020 was Berkshire Hathaway, an estimated $2.09B sold.
Based on aggregated 13F filings for Q3 2020.