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

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$2.09B
2
Capital World Investors
Capital World Investors
California
$6.85B
3
Vanguard Group
Vanguard Group
Pennsylvania
$21.8B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.22B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$4.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
276
CIBC Asset Management
Ontario, Canada
$55.2M +$78.7K +837 +0.1%
Mariner
277
Mariner
Kansas
$54.6M +$3.95M +41,998 +8%
URS
278
Utah Retirement Systems
Utah
$54.3M -$1.66M -17,600 -3%
Two Sigma Investments
279
Two Sigma Investments
New York
$54.3M +$23.3M +247,637 +75%
MSL
280
Mackay Shields LLC
New York
$54.2M -$8.16M -86,718 -13%
HPC
281
HM Payson & Co
Maine
$54.1M +$809K +8,599 +2%
WJWM
282
Williams Jones Wealth Management
New York
$53.6M +$2.13M +22,688 +4%
WT
283
Whittier Trust
California
$53.4M -$2.67M -28,436 -5%
GI
284
GAMCO Investors
Connecticut
$53.3M +$4.3M +45,665 +9%
AIA
285
Avalon Investment & Advisory
Texas
$53.1M -$3.93M -41,769 -7%
Teacher Retirement System of Texas
286
Teacher Retirement System of Texas
Texas
$52.6M -$20.3M -215,464 -28%
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$52.5M +$2.2M +23,401 +4%
Creative Planning
288
Creative Planning
Kansas
$51.9M +$2.45M +26,037 +5%
PNC
289
Park National Corp
Ohio
$51.8M -$991K -10,532 -2%
TPSF
290
Texas Permanent School Fund
Texas
$50.5M -$3.16M -33,550 -6%
SW
291
SVB Wealth
Massachusetts
$49.3M +$722K +7,679 +1%
BCM
292
Basswood Capital Management
New York
$49.2M – – –
William Blair Investment Management
293
William Blair Investment Management
Illinois
$49.1M -$10.8M -115,205 -18%
PP
294
Paloma Partners
Connecticut
$48.9M +$47.2M +502,151 +2,821%
Cambridge Investment Research Advisors
295
Cambridge Investment Research Advisors
Iowa
$48.1M +$6.27M +66,614 +15%
CFB
296
Cullen/Frost Bankers
Texas
$47.9M +$9.67M +102,826 +25%
VRS
297
Virginia Retirement Systems
Virginia
$47.1M -$3.22M -34,200 -6%
FDCDDQ
298
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.1M +$1.94M +20,605 +4%
HF
299
HRT Financial
New York
$46.9M +$46.9M +498,191 New
FCI
300
Financial Counselors Inc
Kansas
$46.7M +$10M +106,697 +27%
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