JPM icon

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 %
PGEBT
201
Pactiv General Employee Benefit Trust
Illinois
$93.6M – – –
Berkshire Hathaway
202
Berkshire Hathaway
Nebraska
$93.1M -$2.04B -21,241,160 -96%
EIP
203
Epoch Investment Partners
New York
$92.6M +$14.9M +154,724 +19%
AACR
204
ACR Alpine Capital Research
Missouri
$92.4M -$4.06M -42,189 -4%
Zurich Cantonal Bank
205
Zurich Cantonal Bank
Switzerland
$92.1M +$1.19M +12,398 +1%
FMI
206
Factory Mutual Insurance
Massachusetts
$91.6M – – –
RCAMU
207
Rothschild & Co Asset Management US
Connecticut
$89.6M -$25.8M -267,841 -22%
First Trust Advisors
208
First Trust Advisors
Illinois
$89.6M +$2.1M +21,810 +2%
DLA
209
Douglas Lane & Associates
New York
$89.2M +$3.6M +37,357 +4%
ASRS
210
Arizona State Retirement System
Arizona
$89.2M +$19.7M +204,569 +28%
EC
211
EJF Capital
Virginia
$89M +$89M +924,000 New
FAF
212
Fjarde Ap-fonden
Sweden
$87.1M +$2.59M +26,900 +3%
H
213
Hexavest
Quebec, Canada
$86.8M +$86.8M +901,914 +1,002,127%
BFS
214
Bradley Foster & Sargent
Connecticut
$86.7M +$86.7M +900,307 New
BTW
215
Boston Trust Walden
Massachusetts
$86.4M -$380K -3,951 -0.4%
MWA
216
Marshall Wace Asia
Hong Kong
$85.6M +$85.6M +888,895 New
FI
217
Focused Investors
California
$84.1M -$2.69M -27,900 -3%
Mitsubishi UFJ Asset Management
218
Mitsubishi UFJ Asset Management
Japan
$83.3M +$11.5M +119,957 +16%
NIPH
219
NN Investment Partners Holdings
Netherlands
$81.3M -$1.35M -14,064 -2%
ACM
220
Argent Capital Management
Missouri
$80.1M -$1.48M -15,329 -2%
Marshall Wace
221
Marshall Wace
United Kingdom
$79.4M +$4.01M +41,679 +5%
DWA
222
Douglass Winthrop Advisors
New York
$79.1M +$14M +145,131 +21%
Nomura Asset Management
223
Nomura Asset Management
Japan
$78.6M -$35.8M -372,337 -31%
Teacher Retirement System of Texas
224
Teacher Retirement System of Texas
Texas
$76.9M +$23.1M +239,880 +43%
FWIA
225
Fort Washington Investment Advisors
Ohio
$76.7M +$526K +5,466 +0.7%
7 8
9
10 11