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JPMorgan Chase

2,849 hedge funds and large institutions have $203B invested in JPMorgan Chase in 2020 Q2 according to their latest regulatory filings, with 203 funds opening new positions, 1,439 increasing their positions, 995 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 203 | Existing positions closed: 108

45% more repeat investments, than reductions

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

2% more funds holding

Funds holding: 2,7832,849 (+66)

2% more capital invested

Capital invested by funds: $199B → $203B (+$3.53B)

1.15% less ownership

Funds ownership: 71.88%70.73% (-1.2%)

24% less funds holding in top 10

Funds holding in top 10: 447338 (-109)

30% less call options, than puts

Call options by funds: $3.67B | Put options by funds: $5.26B

Holders
2,849
Holders Change
+66
Holders Change %
+2.37%
% of All Funds
58.27%
Holding in Top 10
338
Holding in Top 10 Change
-109
Holding in Top 10 Change %
-24.38%
% of All Funds
6.91%
New
203
Increased
1,439
Reduced
995
Closed
108
Calls
$3.67B
Puts
$5.26B
Net Calls
-$1.59B
Net Calls Change
-$357M

JPM Hedge Fund Activity: Q2 2020 in Review

2,849 of the 4,889 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: 203 funds opened new JPM positions and 108 closed out — a net gain of 95 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.

  • 2,849 institutional investors held JPMorgan Chase (JPM) as of Q2 2020, up from 2,783 in Q1 2020.
  • Funds reported $203B of JPMorgan Chase stock for Q2 2020, up 1.8% quarter-over-quarter.
  • 203 funds opened new JPMorgan Chase positions in Q2 2020 and 108 closed out, a net change of +95 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.