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JPMorgan Chase
JPM

Overview Fund Activity

2,838 hedge funds and large institutions have $202B invested in JPMorgan Chase in 2020 Q2 according to their latest regulatory filings, with 202 funds opening new positions, 1,432 increasing their positions, 993 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,838
Holders Change
+65
Holders Change %
+2.34%
% of All Funds
58.34%
Holding in Top 10
335
Holding in Top 10 Change
-108
Holding in Top 10 Change %
-24.38%
% of All Funds
6.89%
New
202
Increased
1,432
Reduced
993
Closed
108
Calls
$3.66B
Puts
$5.26B
Net Calls
-$1.6B
Net Calls Change
-$370M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$786M
2
Capital International Investors
2
Capital International Investors
California
$2.98B
3
DCP
3
D1 Capital Partners
New York
$580M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$841M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.57B

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$2.09B
2
Capital World Investors
2
Capital World Investors
California
$6.85B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$21.8B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.22B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMG
251
Clark Capital Management Group
Pennsylvania
$64.8M -$7.38M -78,435 -10%
SOADOR
252
State of Alaska Department of Revenue
Alaska
$64.8M +$10.4M +110,671 +19%
SBH
253
Segall Bryant & Hamill
Illinois
$64.8M -$763K -8,111 -1%
OAM
254
Oppenheimer Asset Management
New York
$63.9M -$1.31M -13,876 -2%
DWA
255
Douglass Winthrop Advisors
New York
$63.6M +$56.1M +596,733 +747%
ERSOT
256
Employees Retirement System of Texas
Texas
$62.8M +$3.17M +33,745 +5%
WF
257
Welch & Forbes
Massachusetts
$62.8M +$2.23M +23,726 +4%
BCWM
258
Bartlett & Co Wealth Management
Ohio
$61.7M +$1.13M +11,981 +2%
BC
259
Bartlett & Co
Ohio
$61.6M +$1.09M +11,631 +2%
1832 Asset Management
260
1832 Asset Management
Ontario, Canada
$61.4M +$16.9M +180,949 +38%
PVH
261
Psagot Value Holdings
Israel
$61.2M +$24.9M +264,870 +69%
CS
262
Candriam SCA
Luxembourg
$60.8M +$7.9M +83,962 +15%
TF
263
TIAA FSB
Florida
$60.5M -$4M -42,532 -6%
MNG
264
Manning & Napier Group
New York
$60.2M +$611K +6,495 +1%
CCM
265
Cullen Capital Management
New York
$59.7M -$21.6K -230 -0%
Rafferty Asset Management
266
Rafferty Asset Management
New York
$59.1M +$46.1M +489,867 +353%
MIFH
267
Migdal Insurance & Financial Holdings
Israel
$58.5M +$53.5M +568,770 +1,071%
EIP
268
Easterly Investment Partners
Massachusetts
$58.2M +$3.03M +32,233 +5%
MA
269
MUFG Americas
New York
$57.6M +$863K +9,176 +2%
PCA
270
Personal Capital Advisors
California
$57.5M +$3.48M +37,038 +6%
BGC
271
Beutel, Goodman & Co
Ontario, Canada
$57.2M +$8.26M +87,851 +17%
Fiera Capital (Canada)
272
Fiera Capital (Canada)
Quebec, Canada
$57.1M +$1.04M +11,069 +2%
BMO
273
Beck Mack & Oliver
New York
$56.5M -$346K -3,677 -0.6%
GF
274
Gabelli Funds
New York
$55.8M -$7.94M -84,400 -12%
NAM
275
Nissay Asset Management
Japan
$55.2M +$4.66M +49,593 +9%
9 10
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