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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 %
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$393M -$4.23M -43,970 -1%
Janus Henderson Group
77
Janus Henderson Group
United Kingdom
$391M +$38.8M +403,457 +11%
Robeco Institutional Asset Management
78
Robeco Institutional Asset Management
Netherlands
$380M -$1.58M -16,446 -0.4%
BG
79
Bahl & Gaynor
Ohio
$377M -$4.39M -45,652 -1%
Lazard Asset Management
80
Lazard Asset Management
New York
$375M -$772K -8,023 -0.2%
GRQ
81
Gardner Russo & Quinn
Pennsylvania
$364M +$15.1M +157,261 +4%
US Bancorp
82
US Bancorp
Minnesota
$360M +$7.96M +82,644 +2%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$357M -$17.6M -182,847 -5%
KBC Group
84
KBC Group
Belgium
$354M +$12.8M +132,900 +4%
AAMU
85
Amundi Asset Management US
Massachusetts
$349M +$11M +113,752 +3%
National Pension Service
86
National Pension Service
South Korea
$344M – – –
Mackenzie Financial
87
Mackenzie Financial
Ontario, Canada
$338M -$10.4M -108,278 -3%
Bessemer Group
88
Bessemer Group
New Jersey
$334M +$30.6M +317,932 +10%
TIM
89
Thornburg Investment Management
New Mexico
$332M -$4.97M -51,629 -1%
Citadel Advisors
90
Citadel Advisors
Florida
$329M -$45.2M -469,317 -12%
Swedbank
91
Swedbank
Sweden
$317M -$45.9M -476,667 -13%
RJFSA
92
Raymond James Financial Services Advisors
Florida
$314M +$5.57M +57,823 +2%
Adage Capital Partners
93
Adage Capital Partners
Massachusetts
$304M +$26.5M +275,600 +10%
BGIM
94
Brandywine Global Investment Management
Pennsylvania
$301M -$11.5M -119,917 -4%
Korea Investment Corp
95
Korea Investment Corp
South Korea
$298M -$11.6M -120,100 -4%
Prudential Financial
96
Prudential Financial
New Jersey
$296M -$20.6M -213,757 -7%
Canada Life
97
Canada Life
Manitoba, Canada
$286M -$8.1M -84,100 -3%
AIG
98
American International Group
New York
$278M -$20M -207,312 -7%
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$274M -$3.67M -38,159 -1%
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin
$271M +$59.6M +619,220 +28%
2 3
4
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