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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 %
BF
351
BOK Financial
Oklahoma
$36.1M -$5.3M -55,001 -13%
SMDAM
352
Sumitomo Mitsui DS Asset Management
Japan
$35.8M +$112K +1,164 +0.3%
WPC
353
Waters Parkerson & Co
Louisiana
$35.7M -$164K -1,700 -0.5%
BCM
354
Bridgeway Capital Management
Texas
$35.6M -$8.33M -86,500 -19%
MHI
355
Miller Howard Investments
New York
$35.6M +$651K +6,762 +2%
SCM
356
Sirios Capital Management
Massachusetts
$35.5M -$3.23M -33,589 -8%
OC
357
Oppenheimer & Co
New York
$35.2M -$1.16M -12,042 -3%
VDI
358
Vaughan David Investments
Illinois
$34.9M +$134K +1,394 +0.4%
EDRH
359
Edmond de Rothschild Holding
Switzerland
$34.7M -$3.08M -32,027 -8%
GC
360
Guggenheim Capital
Illinois
$34.7M +$421K +4,372 +1%
SF
361
Synovus Financial
Georgia
$34.3M +$19.6K +203 +0.1%
NLGIA
362
Nippon Life Global Investors Americas
New York
$34.1M +$2.92M +30,360 +9%
TH
363
TCTC Holdings
Texas
$34M +$106K +1,100 +0.3%
WB
364
WesBanco Bank
West Virginia
$33.9M +$678K +7,044 +2%
EB
365
Eastern Bank
Massachusetts
$33.9M -$38.3K -398 -0.1%
DCM
366
Dupont Capital Management
Delaware
$33.7M -$2.78M -28,910 -8%
BS
367
Banco Santander
Spain
$33.6M +$12.8M +132,652 +61%
NA
368
NewEdge Advisors
Louisiana
$33M +$1.92M +19,910 +6%
ECP
369
Empyrean Capital Partners
California
$32.9M +$1.26M +13,105 +4%
MAM
370
Madison Asset Management
Wisconsin
$32.6M -$12.3K -128 -0%
WA
371
WestEnd Advisors
North Carolina
$32.4M +$2.55M +26,538 +9%
GC
372
Giverny Capital
Quebec, Canada
$32.4M +$424K +4,405 +1%
DILIC
373
Dai-ichi Life Insurance Company
Japan
$32.3M +$3.31M +34,354 +11%
FP
374
Foundry Partners
Minnesota
$32.3M -$2.22M -23,015 -6%
PP
375
Palladium Partners
Virginia
$31.7M -$46.2K -480 -0.1%
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