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

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$93.1M
2
Bank of America
2
Bank of America
North Carolina
$5.62B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.54B
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$438M
5
BlackRock
5
BlackRock
New York
$18.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
251
Bartlett & Co Wealth Management
Ohio
$64.1M +$1.04M +10,824 +2%
TF
252
TIAA FSB
Florida
$63.8M +$1.82M +18,878 +3%
ERSOT
253
Employees Retirement System of Texas
Texas
$62.6M -$1.68M -17,472 -3%
CWP
254
Capital Wealth Planning
Florida
$62.6M -$24.2M -251,495 -28%
OAC
255
OMERS Administration Corp
Ontario, Canada
$62.3M -$10.9M -113,732 -15%
AIA
256
Avalon Investment & Advisory
Texas
$61.4M +$7.12M +73,977 +13%
CIM
257
CCLA Investment Management
United Kingdom
$61.3M +$28.8M +299,403 +89%
MNG
258
Manning & Napier Group
New York
$61.2M -$376K -3,901 -0.6%
SOADOR
259
State of Alaska Department of Revenue
Alaska
$60.5M -$5.84M -60,692 -9%
Mariner
260
Mariner
Kansas
$59.7M +$3.8M +39,443 +7%
Squarepoint
261
Squarepoint
New York
$59.3M +$25M +260,135 +73%
BGC
262
Beutel, Goodman & Co
Ontario, Canada
$59.1M +$587K +6,102 +1%
MA
263
MUFG Americas
New York
$59M +$90.6K +941 +0.2%
Rockefeller Capital Management
264
Rockefeller Capital Management
New York
$58.8M -$7.93M -82,333 -12%
Kovitz Investment Group Partners
265
Kovitz Investment Group Partners
Illinois
$58.6M +$12M +124,866 +26%
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$57.5M +$3.83M +39,807 +7%
Fiera Capital (Canada)
267
Fiera Capital (Canada)
Quebec, Canada
$57.2M -$1.23M -12,777 -2%
MSL
268
Mackay Shields LLC
New York
$56.9M +$1.44M +14,991 +3%
PVH
269
Psagot Value Holdings
Israel
$56.7M -$5.91M -61,377 -9%
Connor, Clark & Lunn Investment Management (CC&L)
270
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$56.3M -$27.7M -288,131 -33%
Cambridge Investment Research Advisors
271
Cambridge Investment Research Advisors
Iowa
$56.1M +$6.87M +71,343 +14%
CLOS
272
Compagnie Lombard Odier SCmA
Switzerland
$56.1M +$9.64M +100,153 +21%
URS
273
Utah Retirement Systems
Utah
$56M +$375K +3,900 +0.7%
BMO
274
Beck Mack & Oliver
New York
$55.9M -$1.92M -19,954 -3%
WBC
275
Westpac Banking Corp
Australia
$55.7M +$15.9M +164,796 +40%
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