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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 %
FMI
101
Fiduciary Management Inc
Wisconsin
$270M -$15.2M -158,091 -5%
Mitsubishi UFJ Trust & Banking
102
Mitsubishi UFJ Trust & Banking
Japan
$270M -$8.89M -92,319 -3%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$268M +$23.8M +247,325 +10%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$263M +$28.1M +291,631 +12%
WT
105
Wellcome Trust
United Kingdom
$260M – – –
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
$258M -$5.18M -54,301 -2%
Lord, Abbett & Co
107
Lord, Abbett & Co
New Jersey
$256M +$5.37M +55,800 +2%
Mawer Investment Management
108
Mawer Investment Management
Alberta, Canada
$255M -$2.89M -30,443 -1%
Sanders Capital
109
Sanders Capital
Florida
$253M +$7.29M +75,740 +3%
Truist Financial
110
Truist Financial
North Carolina
$250M -$14.8M -153,258 -6%
D.E. Shaw & Co
111
D.E. Shaw & Co
New York
$242M -$298M -3,096,402 -55%
JPMPWA
112
J.P. Morgan Private Wealth Advisors
California
$242M +$20.8M +215,771 +9%
Toronto Dominion Bank
113
Toronto Dominion Bank
Ontario, Canada
$236M +$5.35M +65,576 +2%
Luther King Capital Management (LKCM)
114
Luther King Capital Management (LKCM)
Texas
$231M +$4.21M +43,739 +2%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$229M +$2.92M +30,306 +1%
Brown Advisory
116
Brown Advisory
Maryland
$226M +$493K +5,117 +0.2%
Victory Capital Management
117
Victory Capital Management
Texas
$224M +$36.9M +383,674 +20%
KeyBank National Association
118
KeyBank National Association
Ohio
$220M +$1.06M +10,971 +0.5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
119
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$217M +$137M +1,421,888 +171%
BWA
120
Brave Warrior Advisors
New York
$216M +$24.5M +254,017 +13%
AG
121
Aperio Group
California
$214M +$2.66M +27,661 +1%
MSE
122
MUFG Securities EMEA
United Kingdom
$213M -$7.41M -76,952 -3%
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$211M -$13.3M -137,800 -6%
Federated Hermes
124
Federated Hermes
Pennsylvania
$206M +$71.3M +741,054 +53%
DekaBank Deutsche Girozentrale
125
DekaBank Deutsche Girozentrale
Germany
$203M +$18M +189,824 +10%
3 4
5
6 7