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JPMorgan Chase

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
Name Holding Trade Value Shares
Change
Shares
Change %
FI
2526
Fosun International
China
$317K
PIA
2527
Powell Investment Advisors
Florida
$317K
RIS
2528
Retirement Income Solutions
Michigan
$317K +$25.1K +261 +9%
TPW
2529
Tiller Private Wealth
Pennsylvania
$315K +$20.7K +215 +7%
MWP
2530
Moller Wealth Partners
$313K
PWS
2531
Private Wealth Strategies
Ohio
$313K
AIIMS
2532
Analyst IMS Investment Management Services
Israel
$313K +$313K +3,250 New
AGA
2533
Accuvest Global Advisors
Utah
$310K -$424K -4,408 -58%
EPA
2534
Element Pointe Advisors
Florida
$309K -$5.1K -53 -2%
WFM
2535
Wolff Financial Management
Michigan
$309K -$2.6K -27 -0.8%
SSA
2536
South Street Advisors
New York
$309K +$14.9K +155 +5%
GFPC
2537
Global Financial Private Client
Florida
$307K -$582 -6 -0.2%
FA
2538
Forefront Analytics
Pennsylvania
$306K +$2.79K +29 +0.9%
PAA
2539
Peregrine Asset Advisers
Oregon
$304K -$96 -1 -0%
JC
2540
Jentner Corp
Ohio
$303K
DACG
2541
Donor Advised Charitable Giving
California
$303K
TFA
2542
Teamwork Financial Advisors
Texas
$299K -$740K -7,677 -71%
PCFFS
2543
Pacific Center for Financial Services
California
$299K +$2.7K +28 +0.9%
W
2544
WealthOne
New York
$298K -$1.83K -19 -0.6%
BAMG
2545
Brand Asset Management Group
Missouri
$298K
JSC
2546
Jackson Square Capital
California
$297K -$707K -7,338 -70%
OA
2547
Oxbow Advisors
Texas
$297K -$258K -2,682 -47%
AC
2548
Avenir Corporation
Virginia
$297K
CPC
2549
Consolidated Planning Corp
Georgia
$297K +$26.7K +278 +10%
WFWM
2550
Wechter Feldman Wealth Management
New Jersey
$294K