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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 %
BPB
426
Badgley, Phelps & Bell
Washington
$25.7M +$386K +4,007 +2%
ISL
427
Ingalls & Snyder LLC
New York
$25.6M -$5.1K -53 -0%
PMG
428
Private Management Group
California
$25.5M +$394K +4,096 +2%
PF
429
Phoenix Financial
Israel
$25.3M +$1.64M +18,076 +7%
PFP
430
Pinnacle Financial Partners
Tennessee
$25.2M +$637K +6,617 +3%
WIM
431
Weitz Investment Management
Nebraska
$25.2M – – –
CM
432
Corvex Management
New York
$25.2M – – –
AL
433
AJO LP
Pennsylvania
$25.2M -$47.6M -494,009 -65%
AIMCA
434
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$25.1M +$17.7M +184,100 +239%
DIA
435
Dana Investment Advisors
Wisconsin
$25.1M -$1.24M -12,915 -5%
First Manhattan
436
First Manhattan
New York
$24.9M +$382K +3,971 +2%
CAI
437
Capital Advisors Inc
Oklahoma
$24.8M +$380K +3,949 +2%
ZCM
438
Ziegler Capital Management
Illinois
$24.7M +$634K +6,584 +3%
KAS
439
Kestra Advisory Services
Texas
$24.5M +$24.5M +254,426 New
ST
440
Sabal Trust
Florida
$24.5M -$299K -3,109 -1%
TAM
441
Taurus Asset Management
New York
$24.4M +$164K +1,700 +0.7%
AIM
442
Avity Investment Management
Connecticut
$24.4M +$882K +9,164 +4%
II
443
IFM Investors
Australia
$24.4M +$2.53M +26,303 +12%
ACM
444
Advisors Capital Management
New Jersey
$24.2M +$83.8K +870 +0.3%
NAM
445
North American Management
Massachusetts
$24M +$567K +5,888 +2%
JAFL
446
Jay A. Fishman Ltd
Michigan
$24M -$94.5K -982 -0.4%
MPWT
447
MassMutual Private Wealth & Trust
Connecticut
$23.9M -$2.44M -25,300 -9%
OCM
448
Osterweis Capital Management
California
$23.9M +$5.95M +61,758 +33%
HCMT
449
Highland Capital Management (Tennessee)
Tennessee
$23.9M -$84.2K -875 -0.4%
MHC
450
Meyer Handelman Company
New York
$23.9M -$125K -1,300 -0.5%
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