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JPMorgan Chase

2,848 hedge funds and large institutions have $203B invested in JPMorgan Chase in 2020 Q2 according to their latest regulatory filings, with 202 funds opening new positions, 1,439 increasing their positions, 995 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 109

45% more repeat investments, than reductions

Existing positions increased: 1,439 | Existing positions reduced: 995

2% more funds holding

Funds holding: 2,7842,848 (+64)

2% more capital invested

Capital invested by funds: $199B → $203B (+$3.57B)

1.25% less ownership

Funds ownership: 72.06%70.81% (-1.3%)

24% less funds holding in top 10

Funds holding in top 10: 447338 (-109)

30% less call options, than puts

Call options by funds: $3.66B | Put options by funds: $5.26B

Holders
2,848
Holders Change
+64
Holders Change %
+2.3%
% of All Funds
58.38%
Holding in Top 10
338
Holding in Top 10 Change
-109
Holding in Top 10 Change %
-24.38%
% of All Funds
6.93%
New
202
Increased
1,439
Reduced
995
Closed
109
Calls
$3.66B
Puts
$5.26B
Net Calls
-$1.6B
Net Calls Change
-$370M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
126
Aperio Group
California
$207M -$15.8M -166,121 -7%
State of Wisconsin Investment Board
127
State of Wisconsin Investment Board
Wisconsin
$206M +$1.86M +19,591 +0.9%
State of New Jersey Common Pension Fund D
128
State of New Jersey Common Pension Fund D
New Jersey
$198M -$20.5M -216,429 -9%
Bank of Nova Scotia
129
Bank of Nova Scotia
Ontario, Canada
$196M +$20.3M +214,095 +11%
Pzena Investment Management
130
Pzena Investment Management
New York
$193M -$3.1M -32,717 -2%
CIBC World Market
131
CIBC World Market
Ontario, Canada
$191M -$7.69M -81,057 -4%
AII
132
AGF Investments Inc
Ontario, Canada
$190M +$27.4M +288,487 +17%
CI
133
Cincinnati Insurance
Ohio
$189M
BWA
134
Brave Warrior Advisors
New York
$187M +$7.77M +81,880 +4%
Public Employees Retirement Association of Colorado
135
Public Employees Retirement Association of Colorado
Colorado
$187M -$22.4M -235,803 -11%
M&T Bank
136
M&T Bank
New York
$185M -$5.1M -53,741 -3%
Victory Capital Management
137
Victory Capital Management
Texas
$183M -$186M -1,956,007 -50%
DekaBank Deutsche Girozentrale
138
DekaBank Deutsche Girozentrale
Germany
$182M +$39.2M +412,645 +27%
CI Investments Inc
139
CI Investments Inc
Ontario, Canada
$181M -$48.6M -512,459 -21%
SO
140
STRS Ohio
Ohio
$180M -$9.82M -103,517 -5%
AGDR
141
AdamCapital Gestao de Recursos
Brazil
$175M -$22.3M -235,454 -11%
Russell Investments Group
142
Russell Investments Group
United Kingdom
$173M -$47.3M -498,606 -21%
PAMU
143
Pictet Asset Management (UK)
United Kingdom
$171M +$4.67M +49,254 +3%
Royal London Asset Management
144
Royal London Asset Management
United Kingdom
$167M -$7.44M -78,406 -4%
HNB
145
Huntington National Bank
Ohio
$167M +$1.33M +14,009 +0.8%
JFL
146
Jarislowsky, Fraser Ltd
Quebec, Canada
$166M -$6.94M -73,099 -4%
Asset Management One
147
Asset Management One
Japan
$162M -$6.7M -70,632 -4%
Jane Street
148
Jane Street
New York
$161M +$157M +1,654,047 +3,151%
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$156M -$6.83M -71,989 -4%
Diamond Hill Capital Management
150
Diamond Hill Capital Management
Ohio
$153M +$10.8M +114,223 +8%

JPM Hedge Fund Activity: Q2 2020 in Review

2,848 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q2 2020, worth a combined $203B — up 1.8% from $199B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new JPM positions and 109 closed out — a net gain of 93 holders — while 1,439 added to existing stakes and 995 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $761M. The largest seller was Berkshire Hathaway, cutting an estimated $3.37B.

  • 2,848 institutional investors held JPMorgan Chase (JPM) as of Q2 2020, up from 2,784 in Q1 2020.
  • Funds reported $203B of JPMorgan Chase stock for Q2 2020, up 1.8% quarter-over-quarter.
  • 202 funds opened new JPMorgan Chase positions in Q2 2020 and 109 closed out, a net change of +93 holders.
  • The largest JPMorgan Chase buyer in Q2 2020 was Susquehanna International Group, an estimated $761M added.
  • The largest JPMorgan Chase seller in Q2 2020 was Berkshire Hathaway, an estimated $3.37B sold.

Based on aggregated 13F filings for Q2 2020.