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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
Vanguard Group
Pennsylvania
$23.4B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$5.42B
3
Franklin Resources
Franklin Resources
California
$2.56B
4
Capital Research Global Investors
Capital Research Global Investors
California
$2.27B
5
Viking Global Investors
Viking Global Investors
Connecticut
$910M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$93.1M
2
Bank of America
Bank of America
North Carolina
$5.62B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.54B
4
Nordea Investment Management
Nordea Investment Management
Sweden
$438M
5
BlackRock
BlackRock
New York
$18.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
SOMRS
176
State of Michigan Retirement System
Michigan
$119M -$3.91M -40,600 -3%
AAMU
177
AEGON Asset Management (UK)
United Kingdom
$118M -$2.42M -25,170 -2%
GT
178
Glenmede Trust
Pennsylvania
$116M -$600K -6,232 -0.5%
CII
179
Capital International Inc
California
$115M +$2.78M +28,878 +2%
GIA
180
Gateway Investment Advisers
Ohio
$114M -$15.8M -163,919 -12%
CBT
181
Capital Bank & Trust
California
$113M +$1.68M +17,493 +2%
WRF
182
Waddell & Reed Financial
Kansas
$112M +$83.7M +869,598 +301%
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$110M -$5.56M -57,747 -5%
Calamos Advisors
184
Calamos Advisors
Illinois
$109M -$4.68M -48,602 -4%
JWBC
185
John W. Bristol & Co
New York
$108M -$558K -5,793 -0.5%
PI
186
PineBridge Investments
New York
$108M +$21.7M +225,591 +25%
Public Sector Pension Investment Board (PSP Investments)
187
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$107M +$23.1M +239,960 +28%
Caisse de Depot et Placement du Quebec (CDPQ)
188
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$103M +$34.2M +355,000 +49%
Rafferty Asset Management
189
Rafferty Asset Management
New York
$101M +$40.4M +419,368 +67%
Skandinaviska Enskilda Banken (SEB)
190
Skandinaviska Enskilda Banken (SEB)
Sweden
$101M +$6.89M +71,599 +7%
Macquarie Group
191
Macquarie Group
Australia
$101M +$8.18M +84,982 +9%
Comerica Bank
192
Comerica Bank
Texas
$99.4M -$323K -3,114 -0.3%
Natixis Advisors
193
Natixis Advisors
Massachusetts
$99.1M -$377K -3,919 -0.4%
AA
194
ALPS Advisors
Colorado
$99M -$208K -2,158 -0.2%
SC
195
Scotia Capital
Ontario, Canada
$97.4M +$3.49M +36,301 +4%
Two Sigma Advisers
196
Two Sigma Advisers
New York
$96.5M -$11.3M -117,200 -10%
ACI
197
AMP Capital Investors
Australia
$95.4M +$798K +8,369 +0.8%
Bank Julius Baer & Co
198
Bank Julius Baer & Co
Switzerland
$95.1M -$20.3M -211,297 -18%
Osaic Holdings
199
Osaic Holdings
Arizona
$94.5M +$7.43M +77,250 +9%
MMH
200
Menora Mivtachim Holdings
Israel
$94.2M -$1.32M -13,746 -1%
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