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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 %
Mitsubishi UFJ Trust & Banking
101
Mitsubishi UFJ Trust & Banking
Japan
$272M -$24.7M -262,357 -8%
Adage Capital Partners
102
Adage Capital Partners
Massachusetts
$271M -$37.5M -398,400 -12%
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$271M +$13.2M +140,449 +5%
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$269M -$128M -1,361,211 -32%
JPMorgan Chase & Co
105
JPMorgan Chase & Co
New York
$260M -$6.33M -67,281 -2%
Truist Financial
106
Truist Financial
North Carolina
$259M -$4.92M -52,321 -2%
AQR Capital Management
107
AQR Capital Management
Connecticut
$256M -$204K -2,185 -0.1%
Mawer Investment Management
108
Mawer Investment Management
Alberta, Canada
$255M -$8.03M -85,381 -3%
WT
109
Wellcome Trust
United Kingdom
$254M -$122M -1,300,000 -33%
Lord, Abbett & Co
110
Lord, Abbett & Co
New Jersey
$245M +$368K +3,912 +0.2%
Sanders Capital
111
Sanders Capital
Florida
$240M +$11.7M +124,647 +5%
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$238M +$28.2M +299,654 +13%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$229M -$86.7M -921,287 -27%
Jennison Associates
114
Jennison Associates
New York
$224M -$9.85M -104,745 -4%
Luther King Capital Management (LKCM)
115
Luther King Capital Management (LKCM)
Texas
$222M +$3.94M +41,890 +2%
Toronto Dominion Bank
116
Toronto Dominion Bank
Ontario, Canada
$222M -$1.93M -24,514 -0.9%
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$221M +$7.42M +78,934 +3%
Brown Advisory
118
Brown Advisory
Maryland
$221M -$42.3M -449,326 -16%
State of Tennessee, Department of Treasury
119
State of Tennessee, Department of Treasury
Tennessee
$219M -$20M -212,747 -8%
JPMPWA
120
J.P. Morgan Private Wealth Advisors
California
$216M +$1.9M +20,250 +0.9%
MSE
121
MUFG Securities EMEA
United Kingdom
$216M +$110M +1,168,647 +104%
KeyBank National Association
122
KeyBank National Association
Ohio
$214M -$727K -7,724 -0.3%
Retirement Systems of Alabama
123
Retirement Systems of Alabama
Alabama
$209M -$2.44M -25,966 -1%
Renaissance Technologies
124
Renaissance Technologies
New York
$207M +$50.7M +538,600 +32%
AG
125
Aperio Group
California
$207M -$15.6M -166,121 -7%
3 4
5
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