JPM icon

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
+$1.01B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.01B
3
Franklin Resources
Franklin Resources
California
+$707M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$666M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$293M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.04B
2
Bank of America
Bank of America
North Carolina
-$613M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$470M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$427M
5
BlackRock
BlackRock
New York
-$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
451
Commerzbank Aktiengesellschaft
Germany
$23.9M +$1.41M +14,638 +6%
WTC
452
WhitTier Trust Company
Nevada
$23.9M +$569K +5,910 +2%
CNAM
453
Campbell Newman Asset Management
Wisconsin
$23.9M +$84.8K +881 +0.4%
SPC
454
Stewart & Patten Company
California
$23.9M +$477K +4,958 +2%
ACA
455
Anchor Capital Advisors
Massachusetts
$23.9M +$460K +4,783 +2%
OPERF
456
Oregon Public Employees Retirement Fund
Oregon
$23.8M -$3.08M -31,952 -11%
GFI
457
Global Frontier Investments
South Carolina
$23.6M – – –
CCM
458
Chilton Capital Management
Texas
$23.4M +$1.42M +14,721 +6%
OSAM
459
O'Shaughnessy Asset Management
Connecticut
$23.4M +$469K +4,869 +2%
CS
460
Cannell & Spears
New York
$23.2M -$66.9K -695 -0.3%
MPI
461
Mairs & Power Inc
Minnesota
$23M -$254K -2,636 -1%
FLPIM
462
F.L. Putnam Investment Management
Massachusetts
$23M +$631K +6,556 +3%
CSIC
463
Clifford Swan Investment Counsel
California
$22.9M -$279K -2,903 -1%
CTA
464
Carillon Tower Advisers
Florida
$22.7M +$967K +10,040 +4%
HIMC
465
Heritage Investors Management Corp
Maryland
$22.7M +$140K +1,454 +0.6%
BAPIM
466
British Airways Pensions Investment Management
United Kingdom
$22.7M -$3.86M -40,046 -15%
PWP
467
Private Wealth Partners
California
$22.6M +$146K +1,514 +0.6%
BB
468
Busey Bank
Illinois
$22.6M -$262K -2,719 -1%
B
469
BP
United Kingdom
$22.6M -$5.74M -59,642 -20%
ECM
470
Estabrook Capital Management
New York
$22.5M -$517K -5,368 -2%
DK
471
Darrell & King
Virginia
$22.3M -$271K -2,817 -1%
VCM
472
Vigilant Capital Management
Maine
$22.2M +$2.29M +23,824 +12%
CS
473
Central Securities
New York
$22.1M – – –
SBCM
474
Schwerin Boyle Capital Management
Massachusetts
$22.1M -$356K -3,700 -2%
FSA
475
Franklin Street Advisors
North Carolina
$22M +$351K +3,650 +2%
17 18
19
20 21