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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$23.4B +$1.01B +10,541,436 +5%
BlackRock
2
BlackRock
New York
$18.7B -$329M -3,414,031 -2%
State Street
3
State Street
Massachusetts
$13B -$218M -2,265,439 -2%
Capital World Investors
4
Capital World Investors
California
$7.2B +$185M +1,923,293 +3%
Bank of America
5
Bank of America
North Carolina
$5.62B -$613M -6,364,147 -10%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$5.42B +$1.01B +10,514,213 +23%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.22B +$3.47M +36,096 +0.1%
Northern Trust
8
Northern Trust
Illinois
$4.09B -$54.7M -568,507 -1%
Morgan Stanley
9
Morgan Stanley
New York
$3.58B -$47.7M -495,508 -1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$3.54B -$470M -4,881,612 -12%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$3.35B +$8M +83,138 +0.2%
Capital International Investors
12
Capital International Investors
California
$3.27B +$221M +2,295,348 +7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.94B +$87.1M +904,411 +3%
Wells Fargo
14
Wells Fargo
California
$2.64B -$141M -1,466,993 -5%
Franklin Resources
15
Franklin Resources
California
$2.56B +$707M +7,340,953 +38%
Norges Bank
16
Norges Bank
Norway
$2.56B +$109M +1,130,134 +4%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$2.38B +$105M +1,093,213 +5%
Ameriprise
18
Ameriprise
Minnesota
$2.37B -$112M -1,160,454 -4%
Capital Research Global Investors
19
Capital Research Global Investors
California
$2.27B +$666M +6,914,372 +41%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$2.19B -$182M -1,889,045 -8%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$1.98B -$9.36M -97,257 -0.5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.89B +$122M +1,268,316 +7%
Legal & General Group
23
Legal & General Group
United Kingdom
$1.77B -$51.5M -534,653 -3%
UBS Group
24
UBS Group
Switzerland
$1.72B -$28.3M -294,142 -2%
Charles Schwab
25
Charles Schwab
California
$1.64B -$64.2M -666,638 -4%
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