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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 %
TPSF
276
Texas Permanent School Fund
Texas
$55.2M +$3.47M +36,037 +7%
ASC
277
Atalanta Sosnoff Capital
New York
$55.1M -$19.1M -198,681 -26%
Creative Planning
278
Creative Planning
Kansas
$55M +$1.95M +20,297 +4%
TP
279
Thunderbird Partners
United Kingdom
$54.9M +$54.9M +570,523 New
WT
280
Whittier Trust
California
$54.8M +$185K +1,918 +0.3%
NAM
281
Nissay Asset Management
Japan
$54.7M -$1.85M -19,228 -3%
HPC
282
HM Payson & Co
Maine
$54.7M -$659K -6,845 -1%
WJWM
283
Williams Jones Wealth Management
New York
$54.6M -$294K -3,050 -0.5%
CCM
284
Cullen Capital Management
New York
$54.2M -$6.9M -71,725 -11%
GF
285
Gabelli Funds
New York
$52.4M -$4.67M -48,500 -8%
PNC
286
Park National Corp
Ohio
$52.1M -$859K -8,919 -2%
HIIFS
287
Harel Insurance Investments & Financial Services
Israel
$52.1M +$24.6M +255,074 +89%
TAF
288
Tredje AP-fonden
Sweden
$52M -$19.3M -200,000 -27%
SW
289
SVB Wealth
Massachusetts
$51.6M +$1.21M +12,528 +2%
BCIM
290
British Columbia Investment Management
British Columbia, Canada
$51M +$3.5M +36,380 +7%
GI
291
GAMCO Investors
Connecticut
$50.5M -$4.1M -42,622 -8%
FDCDDQ
292
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.4M +$2.26M +23,495 +5%
NIMC
293
NWQ Investment Management Company
California
$50.4M -$2.95M -30,689 -6%
BCM
294
Basswood Capital Management
New York
$50.4M – – –
CIP
295
Cornerstone Investment Partners
Georgia
$50.1M +$3.46M +35,978 +7%
QP
296
Quilter Plc
United Kingdom
$49M +$1.54M +16,029 +3%
VRS
297
Virginia Retirement Systems
Virginia
$48.2M -$77K -800 -0.2%
FCI
298
Financial Counselors Inc
Kansas
$47.4M -$383K -3,980 -0.8%
CS
299
Candriam SCA
Luxembourg
$47.4M -$14.8M -153,741 -24%
JHP
300
James Hambro & Partners
United Kingdom
$47.4M +$2.66M +27,670 +6%
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