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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 %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$638M -$32.7M -347,473 -5%
Aristotle Capital Management
52
Aristotle Capital Management
California
$632M +$76.7M +815,544 +14%
RJA
53
Raymond James & Associates
Florida
$631M +$33.6M +357,587 +6%
LSV Asset Management
54
LSV Asset Management
Illinois
$605M -$183M -1,948,164 -23%
Viking Global Investors
55
Viking Global Investors
Connecticut
$603M +$219M +2,326,169 +57%
PI
56
Putnam Investments
Massachusetts
$600M -$9.84M -104,578 -2%
Fisher Asset Management
57
Fisher Asset Management
Washington
$596M +$27.6M +293,173 +5%
DCP
58
D1 Capital Partners
New York
$580M +$580M +6,170,000 New
ClearBridge Investments
59
ClearBridge Investments
New York
$578M -$53.3M -567,106 -8%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$541M -$24.8M -263,240 -4%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$538M +$8.92M +94,839 +2%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$528M +$240M +2,552,387 +83%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$478M +$10.6M +112,733 +2%
Barrow, Hanley, Mewhinney & Strauss
64
Barrow, Hanley, Mewhinney & Strauss
Texas
$477M +$21.7M +230,698 +5%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$437M +$52.6M +559,647 +14%
Ensign Peak Advisors
66
Ensign Peak Advisors
Utah
$435M +$49.8M +529,089 +13%
Fidelity International
67
Fidelity International
Bermuda
$426M +$95.2M +1,011,640 +29%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$419M -$10.2M -108,694 -2%
Fayez Sarofim & Co
69
Fayez Sarofim & Co
Texas
$408M +$39.6M +421,522 +11%
American Century Companies
70
American Century Companies
Missouri
$404M -$114M -1,207,233 -22%
Schroder Investment Management Group
71
Schroder Investment Management Group
United Kingdom
$403M -$44.4M -472,380 -10%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$388M -$6.4M -68,091 -2%
Citigroup
73
Citigroup
New York
$381M +$43M +457,054 +13%
Canada Pension Plan Investment Board
74
Canada Pension Plan Investment Board
Ontario, Canada
$380M +$22M +233,546 +6%
Stifel Financial
75
Stifel Financial
Missouri
$376M +$27.1M +288,633 +8%
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