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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 %
AGDR
151
AdamCapital Gestao de Recursos
Brazil
$154M -$25.2M -262,000 -14%
SCCM
152
Schafer Cullen Capital Management
New York
$151M -$3.8M -39,515 -2%
Thrivent Financial for Lutherans
153
Thrivent Financial for Lutherans
Minnesota
$150M +$78.8M +818,503 +110%
LPL Financial
154
LPL Financial
California
$150M +$6.77M +70,322 +5%
CWM
155
CIBC World Markets
New York
$150M +$14.7M +153,022 +11%
HighTower Advisors
156
HighTower Advisors
Illinois
$149M -$853K -8,855 -0.6%
Aviva
157
Aviva
United Kingdom
$145M -$1.41M -14,623 -1%
EC
158
Eminence Capital
New York
$144M +$8.75M +90,872 +6%
PAM
159
Panagora Asset Management
Massachusetts
$143M +$12.3M +127,611 +9%
Bank of Nova Scotia
160
Bank of Nova Scotia
Ontario, Canada
$142M -$58.5M -607,518 -29%
MGIM
161
M&G Investment Management
United Kingdom
$142M +$33.3M +346,518 +31%
RFC
162
Regions Financial Corp
Alabama
$141M -$2.45M -25,499 -2%
HTC
163
Haverford Trust Company
Pennsylvania
$141M +$1.61M +16,698 +1%
Russell Investments Group
164
Russell Investments Group
United Kingdom
$137M -$39.6M -412,467 -22%
Aberdeen Group
165
Aberdeen Group
United Kingdom
$137M -$1.02M -10,634 -0.7%
DC
166
Davenport & Co
Virginia
$137M -$3.14M -32,613 -2%
William Blair & Company
167
William Blair & Company
Illinois
$134M -$13.4M -139,115 -9%
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$133M +$6.01M +62,440 +5%
Commonwealth Equity Services
169
Commonwealth Equity Services
Massachusetts
$133M +$3.73M +38,763 +3%
PP
170
Prudential plc
United Kingdom
$132M -$4.47M -46,423 -3%
EAM
171
Eagle Asset Management
Florida
$130M +$18.7M +195,885 +17%
CB
172
Commerce Bank
Missouri
$129M +$2.46M +25,564 +2%
WHG
173
Westwood Holdings Group
Texas
$127M -$1.53M -15,843 -1%
HA
174
Homestead Advisers
Virginia
$126M -$14.2M -147,800 -10%
Treasurer of the State of North Carolina
175
Treasurer of the State of North Carolina
North Carolina
$123M +$563K +5,850 +0.5%
5 6
7
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