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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 %
SCM
2501
Stonehearth Capital Management
Massachusetts
$341K – – –
PFG
2502
PAX Financial Group
Texas
$340K +$70.2K +728 +26%
FBB
2503
Fulton Breakefield Broenniman
Maryland
$338K -$31.1K -323 -8%
PWM
2504
PRW Wealth Management
Massachusetts
$338K – – –
PCM
2505
Pennsylvania Capital Management
Pennsylvania
$337K -$1.42M -14,337 -81%
TFF
2506
The Family Firm
Maryland
$337K -$46.8K -486 -12%
TIA
2507
Tandem Investment Advisors
South Carolina
$335K -$174K -1,800 -34%
SNBOSD
2508
Security National Bank of So Dak
Iowa
$333K – – –
CCC
2509
Chelsea Counsel Company
California
$333K +$40.1K +417 +14%
AWS
2510
Arkfeld Wealth Strategies
Nebraska
$333K +$81.4K +831 +32%
B
2511
Bridgeworth
Alabama
$332K -$59.6K -619 -15%
NIC
2512
Northwest Investment Counselors
Oregon
$330K -$9.14K -95 -3%
BCP
2513
Berkeley Capital Partners
Georgia
$329K -$33.5K -348 -9%
NED
2514
Nancy E. Dempze
$329K – – –
SWG
2515
Summit Wealth Group
Vermont
$329K – – –
HIS
2516
Harvest Investment Services
Illinois
$328K +$62.9K +654 +24%
HHAM
2517
HITE Hedge Asset Management
Massachusetts
$327K – – –
SBA
2518
Secrest Blakey & Associates
North Carolina
$326K +$39.7K +412 +14%
SAA
2519
Southeast Asset Advisors
Georgia
$324K -$77.1K -801 -19%
JCM
2520
Jag Capital Management
Missouri
$324K -$37.8K -393 -10%
SAM
2521
Summit Asset Management
Tennessee
$324K +$15.2K +158 +5%
MPW
2522
MA Private Wealth
California
$322K +$770 +8 +0.2%
RWMH
2523
Riverpoint Wealth Management Holdings
Illinois
$319K -$48K -499 -13%
JI
2524
Jeereddi Investments
California
$318K – – –
BWM
2525
BT Wealth Management
Georgia
$317K -$11.5K -120 -4%
99 100
101
102 103