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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
1
Vanguard Group
Pennsylvania
$23.4B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$5.42B
3
Franklin Resources
3
Franklin Resources
California
$2.56B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$2.27B
5
Viking Global Investors
5
Viking Global Investors
Connecticut
$910M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$93.1M
2
Bank of America
2
Bank of America
North Carolina
$5.62B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.54B
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$438M
5
BlackRock
5
BlackRock
New York
$18.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
Primecap Management
26
Primecap Management
California
$1.59B -$78.5M -815,110 -5%
UBS AM
27
UBS AM
Illinois
$1.46B +$173M +1,801,838 +13%
Invesco
28
Invesco
Georgia
$1.38B +$82.5M +856,552 +6%
Dodge & Cox
29
Dodge & Cox
California
$1.22B -$4.22M -43,814 -0.3%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$1.19B -$82.8M -859,691 -7%
Boston Partners
31
Boston Partners
Massachusetts
$1.09B +$122M +1,269,306 +13%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$1.07B -$12.3M -127,596 -1%
Goldman Sachs
33
Goldman Sachs
New York
$1.06B -$230M -2,385,282 -18%
Deutsche Bank
34
Deutsche Bank
Germany
$1.04B -$11.3M -117,722 -1%
PPA
35
Parametric Portfolio Associates
Washington
$1.03B -$36.8M -381,841 -3%
Viking Global Investors
36
Viking Global Investors
Connecticut
$910M +$293M +3,039,489 +47%
AllianceBernstein
37
AllianceBernstein
Tennessee
$882M +$33.6M +349,017 +4%
DZ Bank
38
DZ Bank
Germany
$870M +$88.2M +916,643 +11%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$829M -$13.4M -139,300 -2%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$786M +$67.4M +687,159 +9%
EVM
41
Eaton Vance Management
Massachusetts
$747M -$3.78M -39,310 -0.5%
DCP
42
D1 Capital Partners
New York
$729M +$135M +1,407,000 +23%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$704M -$106M -1,096,683 -13%
DSA
44
Davis Selected Advisers
Arizona
$688M -$19.8M -205,285 -3%
Principal Financial Group
45
Principal Financial Group
Iowa
$686M -$27.9M -289,928 -4%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$679M -$6.78M -70,410 -1%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$668M +$15.1M +156,812 +2%
RJA
48
Raymond James & Associates
Florida
$668M +$22.3M +231,186 +3%
Aristotle Capital Management
49
Aristotle Capital Management
California
$662M +$14.5M +150,742 +2%
APG Asset Management
50
APG Asset Management
Netherlands
$661M -$30.5M -372,000 -4%
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