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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 %
SCA
301
STALEY CAPITAL ADVISERS
Pennsylvania
$47.3M +$637K +6,615 +1%
CFB
302
Cullen/Frost Bankers
Texas
$46.7M -$2.29M -23,801 -5%
PCM
303
Polaris Capital Management
Massachusetts
$46.5M +$2.45M +25,444 +6%
SCP
304
Seizert Capital Partners
Michigan
$46.4M +$1.35M +13,974 +3%
RCM
305
RNC Capital Management
California
$46.2M +$399K +4,144 +0.9%
Simplex Trading
306
Simplex Trading
Illinois
$46.2M +$21.9M +227,883 +91%
CI
307
Cambiar Investors
Colorado
$46.1M +$7.97M +82,830 +21%
CIC
308
Crawford Investment Counsel
Georgia
$46.1M +$33.3M +345,888 +260%
AC
309
Alley Company
Illinois
$45.5M +$250K +2,600 +0.6%
PWLP
310
Prio Wealth Limited Partnership
Massachusetts
$45.5M +$688K +7,143 +2%
NC
311
Nicholas Company
Wisconsin
$45.3M +$1.46M +15,155 +3%
William Blair Investment Management
312
William Blair Investment Management
Illinois
$45M -$5.3M -55,030 -11%
TAM
313
Todd Asset Management
Kentucky
$44.7M +$7.8K +81 +0%
PGFC
314
Peapack-Gladstone Financial Corp
New Jersey
$44.5M +$247K +2,570 +0.6%
CI
315
Conning Inc
Connecticut
$44.3M -$869K -9,023 -2%
DnB Asset Management
316
DnB Asset Management
Norway
$44.1M +$1.68M +17,452 +4%
EOJOAM
317
E. Ohman J:or Asset Management
Sweden
$43.9M +$9.06M +94,100 +26%
BHC
318
Bowen Hanes & Co
Florida
$43.6M +$1.23M +12,750 +3%
BCM
319
Becker Capital Management
Oregon
$43.2M -$973K -10,106 -2%
UB
320
UMB Bank
Missouri
$43.1M – – –
PR
321
Payden & Rygel
California
$42.9M +$1.84M +19,100 +4%
N
322
Natixis
France
$42.7M -$88.6M -928,773 -67%
EIP
323
Easterly Investment Partners
Massachusetts
$42.6M -$17M -176,819 -29%
PSUF
324
People's United Financial
Connecticut
$41.7M -$1.27M -13,198 -3%
MSA
325
Mason Street Advisors
Wisconsin
$41.2M -$670K -6,962 -2%
11 12
13
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