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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 %
MSA
326
Mason Street Advisors
Wisconsin
$40.9M -$1.18M -12,499 -3%
BF
327
BOK Financial
Oklahoma
$40.5M +$3.85M +40,926 +11%
MLICM
328
Metropolitan Life Insurance Company (MetLife)
New York
$40.4M -$3.79M -40,322 -9%
PA
329
Pinnacle Associates
New York
$40.2M -$178K -1,893 -0.4%
CTB
330
Country Trust Bank
Illinois
$40.2M -$1.92M -20,398 -5%
CAPTRUST Financial Advisors
331
CAPTRUST Financial Advisors
North Carolina
$40.1M +$6.52M +69,931 +19%
PR
332
Payden & Rygel
California
$40.1M +$14.6M +155,600 +57%
Westfield Capital Management
333
Westfield Capital Management
Massachusetts
$39.1M +$29.8M +316,837 +320%
BAM
334
Berkshire Asset Management
Pennsylvania
$39.1M +$1.77M +18,869 +5%
WBC
335
Westpac Banking Corp
Australia
$38.9M -$9.19M -97,659 -19%
WT
336
Washington Trust
Rhode Island
$38.8M -$1.73M -18,626 -4%
ABC
337
Associated Banc-Corp
Wisconsin
$38.2M +$439K +4,670 +1%
NP
338
NS Partners
United Kingdom
$38.1M +$16.6M +176,345 +77%
SCM
339
Sirios Capital Management
Massachusetts
$37.8M +$37.7M +401,322 +48,527%
GPA
340
Guidance Point Advisors
Massachusetts
$37.7M +$35.6K +378 +0.1%
MVP
341
Miller Value Partners
Florida
$37.4M -$58.8K -625 -0.2%
CI
342
Cambiar Investors
Colorado
$37.3M +$14.6M +155,557 +65%
EDRH
343
Edmond de Rothschild Holding
Switzerland
$36.9M +$4.23M +45,001 +13%
CG
344
Colony Group
Massachusetts
$36.7M +$5.68M +60,348 +18%
ICP
345
Ironvine Capital Partners
Nebraska
$36.4M +$125K +1,325 +0.3%
MML Investors Services
346
MML Investors Services
Massachusetts
$36.2M +$4.83M +51,323 +15%
CT
347
Cambridge Trust
Massachusetts
$36.1M +$6.81M +71,277 +23%
DCM
348
Dupont Capital Management
Delaware
$35.7M +$2.7M +28,728 +8%
OC
349
Oppenheimer & Co
New York
$35.5M -$4.81M -51,121 -12%
AAM
350
Advisors Asset Management
Colorado
$35.4M -$1.53M -16,234 -4%
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