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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 %
Allianz Asset Management
51
Allianz Asset Management
Germany
$641M -$15.1M -156,825 -2%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$640M -$164M -1,704,629 -20%
PI
53
Putnam Investments
Massachusetts
$615M +$254K +2,634 +0%
Fisher Asset Management
54
Fisher Asset Management
Washington
$597M -$13M -135,393 -2%
CS
55
Credit Suisse
Switzerland
$584M -$82.3M -855,336 -12%
ClearBridge Investments
56
ClearBridge Investments
New York
$575M -$15.9M -165,344 -3%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$553M -$1.13M -11,709 -0.2%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$545M -$5.35M -55,523 -1%
Canada Pension Plan Investment Board
59
Canada Pension Plan Investment Board
Ontario, Canada
$531M +$143M +1,481,634 +37%
Barclays
60
Barclays
United Kingdom
$510M +$140M +1,453,002 +38%
Citigroup
61
Citigroup
New York
$505M +$115M +1,197,347 +30%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$490M +$885K +9,188 +0.2%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$483M +$34.8M +360,610 +8%
Barrow, Hanley, Mewhinney & Strauss
64
Barrow, Hanley, Mewhinney & Strauss
Texas
$466M -$22.2M -230,434 -5%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$460M +$40.6M +414,502 +10%
Ensign Peak Advisors
66
Ensign Peak Advisors
Utah
$451M +$6.04M +62,782 +1%
Fidelity International
67
Fidelity International
Bermuda
$448M +$11.6M +120,741 +3%
LSV Asset Management
68
LSV Asset Management
Illinois
$443M -$177M -1,835,783 -29%
Nordea Investment Management
69
Nordea Investment Management
Sweden
$438M -$427M -4,437,840 -49%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$438M +$162M +1,685,017 +59%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$415M -$14.3M -148,182 -3%
Fayez Sarofim & Co
72
Fayez Sarofim & Co
Texas
$410M -$7.92M -82,283 -2%
TD Asset Management
73
TD Asset Management
Ontario, Canada
$409M +$36.2M +376,306 +10%
American Century Companies
74
American Century Companies
Missouri
$403M -$10.1M -105,200 -2%
Stifel Financial
75
Stifel Financial
Missouri
$394M +$9.71M +100,819 +3%
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