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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
+$1.01B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.01B
3
Franklin Resources
Franklin Resources
California
+$707M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$666M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$293M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.04B
2
Bank of America
Bank of America
North Carolina
-$613M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$470M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$427M
5
BlackRock
BlackRock
New York
-$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
2476
Cascade Investment Advisors
Oregon
$367K – – –
SFG
2477
Sunburst Financial Group
Alabama
$367K -$10.7K -111 -3%
QGA
2478
Q Global Advisors
Texas
$366K – – –
CAM
2479
Claret Asset Management
Quebec, Canada
$365K -$33.7K -350 -8%
SQA
2480
Simon Quick Advisors
New Jersey
$365K -$6.64K -69 -2%
GTCM
2481
Gyon Technologies Capital Management
New Jersey
$365K +$365K +3,795 New
PLFAM
2482
Pineno Levin & Ford Asset Management
Virginia
$361K – – –
FWSM
2483
First Wilshire Securities Management
California
$361K +$289 +3 +0.1%
FP
2484
Financial Perspectives
Minnesota
$360K +$15.2K +158 +4%
ACWM
2485
Adams Chetwood Wealth Management
North Carolina
$360K +$193 +2 +0.1%
CC
2486
Callan Capital
California
$358K – – –
HCA
2487
Heck Capital Advisors
Wisconsin
$356K +$27K +280 +8%
ACM
2488
Aljian Capital Management
Nevada
$356K -$14.4K -150 -4%
ACM
2489
Alethea Capital Management
Washington
$356K – – –
DWA
2490
Dougherty Wealth Advisers
Minnesota
$354K -$674 -7 -0.2%
MCM
2491
Marathon Capital Management
Maryland
$354K +$36.1K +375 +11%
CL
2492
CIM LLC
New York
$353K +$353K +3,382 New
MHR
2493
Matthew Hamilton Rosenberg
$351K -$12.2K -127 -3%
SWK
2494
Stephen W. Kidder
$351K – – –
TF
2495
Trek Financial
Arizona
$351K +$5.19K +54 +2%
NA
2496
Nottingham Advisors
New York
$350K +$350K +3,633 New
TWM
2497
Titus Wealth Management
California
$349K -$35.8K -372 -9%
APW
2498
Austin Private Wealth
Texas
$344K -$36.6K -380 -10%
SLA
2499
Silver Lake Advisory
Utah
$344K +$2.22K +23 +0.6%
TIM
2500
Total Investment Management
Arizona
$344K +$30.6K +312 +10%
98 99
100
101 102