JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

2,838 hedge funds and large institutions have $202B invested in JPMorgan Chase in 2020 Q2 according to their latest regulatory filings, with 202 funds opening new positions, 1,432 increasing their positions, 993 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,838
Holders Change
+65
Holders Change %
+2.34%
% of All Funds
58.34%
Holding in Top 10
335
Holding in Top 10 Change
-108
Holding in Top 10 Change %
-24.38%
% of All Funds
6.89%
New
202
Increased
1,432
Reduced
993
Closed
108
Calls
$3.66B
Puts
$5.26B
Net Calls
-$1.6B
Net Calls Change
-$370M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$786M
2
Capital International Investors
2
Capital International Investors
California
$2.98B
3
DCP
3
D1 Capital Partners
New York
$580M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$841M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.57B

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$2.09B
2
Capital World Investors
2
Capital World Investors
California
$6.85B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$21.8B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.22B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$21.8B -$1.21B -12,874,549 -5%
BlackRock
2
BlackRock
New York
$18.6B -$652M -6,934,713 -3%
State Street
3
State Street
Massachusetts
$12.9B -$328M -3,487,691 -2%
Capital World Investors
4
Capital World Investors
California
$6.85B -$1.71B -18,187,444 -20%
Bank of America
5
Bank of America
North Carolina
$6.09B +$78.5M +834,143 +1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.31B -$1.01B -10,726,491 -19%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.12B -$113M -1,199,982 -3%
Northern Trust
8
Northern Trust
Illinois
$4.05B -$62.3M -662,547 -2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$3.92B -$447M -4,749,531 -10%
Morgan Stanley
10
Morgan Stanley
New York
$3.54B -$14.5M -154,622 -0.4%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$3.26B +$78.6M +835,261 +2%
Capital International Investors
12
Capital International Investors
California
$2.98B +$628M +6,675,236 +27%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.79B -$183M -1,946,638 -6%
Wells Fargo
14
Wells Fargo
California
$2.72B +$101M +1,070,728 +4%
Ameriprise
15
Ameriprise
Minnesota
$2.43B +$279M +2,972,169 +13%
Norges Bank
16
Norges Bank
Norway
$2.39B -$156M -1,663,579 -6%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$2.32B +$71.9M +764,930 +3%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$2.22B -$1.12B -11,902,600 -34%
Berkshire Hathaway
19
Berkshire Hathaway
Nebraska
$2.09B -$3.34B -35,506,006 -62%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1.95B -$24.9M -265,104 -1%
Franklin Resources
21
Franklin Resources
California
$1.9B +$139M +1,412,795 +8%
Legal & General Group
22
Legal & General Group
United Kingdom
$1.78B -$28.1M -298,515 -2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.73B +$65.4M +695,459 +4%
UBS Group
24
UBS Group
Switzerland
$1.7B +$48.8M +518,592 +3%
Charles Schwab
25
Charles Schwab
California
$1.67B -$23.3M -248,109 -1%
1
2 3 4 5