JPM icon

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 %
WA
2551
Wealth Advisors
California
$294K +$102 +1 +0%
HWM
2552
Howard Wealth Management
Connecticut
$293K -$44.8K -466 -13%
CC
2553
Capital Counsel
New York
$293K -$17K -176 -5%
CRIG
2554
Charter Research & Investment Group
Connecticut
$292K -$125K -1,300 -30%
AO
2555
Advisor OS
Illinois
$292K -$29.5K -306 -9%
HA
2556
HC Advisors
Georgia
$291K -$32.7K -339 -10%
OR
2557
Olympiad Research
Connecticut
$291K +$291K +3,022 New
LRIA
2558
Leonard Rickey Investment Advisors
Washington
$290K +$27.5K +285 +10%
IFO
2559
Independent Family Office
New York
$289K – – –
GAM
2560
Gemmer Asset Management
California
$289K +$96 +1 +0%
KCM
2561
Kathmere Capital Management
Pennsylvania
$288K -$109K -1,133 -27%
HC
2562
Hourglass Capital
Texas
$288K – – –
OKSA
2563
O'Keefe Stevens Advisory
New York
$288K – – –
PFT
2564
Providence First Trust
Arizona
$286K -$2.21M -22,988 -89%
SG
2565
Strid Group
Pennsylvania
$286K – – –
AFAS
2566
Acorn Financial Advisory Services
Virginia
$285K -$926K -9,645 -76%
BCB
2567
Brian C. Broderick
$285K -$19.3K -200 -6%
PEA
2568
Pacific Edge Advisors
California
$284K – – –
AIS
2569
American Investment Services
Massachusetts
$283K – – –
DSAM
2570
Dock Street Asset Management
Florida
$283K – – –
QCMC
2571
Quantum Capital Management (California)
California
$281K -$54.7K -569 -16%
APC
2572
Aspire Private Capital
North Carolina
$281K +$190K +1,977 +210%
POIA
2573
Pin Oak Investment Advisors
Texas
$280K +$12.9K +134 +5%
DA
2574
Detalus Advisors
Missouri
$280K +$16.1K +167 +6%
CIM
2575
Confluence Investment Management
Missouri
$279K – – –
101 102
103
104 105