JPM icon

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
1
Susquehanna International Group
Pennsylvania
$786M
2
Capital International Investors
2
Capital International Investors
California
$2.98B
3
DCP
3
D1 Capital Partners
New York
$580M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$841M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.57B

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$2.09B
2
Capital World Investors
2
Capital World Investors
California
$6.85B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$21.8B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.22B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
Primecap Management
26
Primecap Management
California
$1.63B -$197M -2,089,595 -11%
Capital Research Global Investors
27
Capital Research Global Investors
California
$1.57B +$375M +3,992,061 +31%
Invesco
28
Invesco
Georgia
$1.27B -$427M -4,539,411 -25%
Goldman Sachs
29
Goldman Sachs
New York
$1.26B -$142M -1,505,770 -10%
UBS AM
30
UBS AM
Illinois
$1.26B -$139M -1,478,773 -10%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$1.23B -$38.1M -408,579 -3%
Dodge & Cox
32
Dodge & Cox
California
$1.19B -$78.7M -836,609 -6%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$1.06B +$31.1M +330,733 +3%
PPA
34
Parametric Portfolio Associates
Washington
$1.04B -$40.1M -426,676 -4%
Deutsche Bank
35
Deutsche Bank
Germany
$1.03B +$146M +1,548,495 +16%
Boston Partners
36
Boston Partners
Massachusetts
$946M +$52M +552,958 +6%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$841M +$422M +4,518,458 +101%
AllianceBernstein
38
AllianceBernstein
Tennessee
$829M -$278M -2,951,400 -25%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$823M -$22.9M -243,967 -3%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$786M +$754M +8,019,814 +2,402%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$782M +$1.72M +18,547 +0.2%
DZ Bank
42
DZ Bank
Germany
$764M +$187M +1,992,754 +33%
EVM
43
Eaton Vance Management
Massachusetts
$734M -$12.9M -136,790 -2%
APG Asset Management
44
APG Asset Management
Netherlands
$705M -$27.7M -331,246 -4%
Principal Financial Group
45
Principal Financial Group
Iowa
$698M +$8.07M +85,840 +1%
DSA
46
Davis Selected Advisers
Arizona
$692M +$11.4M +120,847 +2%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$670M -$57.6M -612,620 -8%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$669M -$11.4M -125,342 -2%
CS
49
Credit Suisse
Switzerland
$651M -$14.2M -151,020 -2%
Allianz Asset Management
50
Allianz Asset Management
Germany
$641M +$60.3M +640,812 +10%
1
2
3 4 5