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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 %
IGGA
2576
Iron Gate Global Advisors
Utah
$277K -$45K -469 -14%
MAG
2577
Mayfair Advisory Group
Alabama
$276K +$43.5K +453 +19%
NC
2578
NovaPoint Capital
Georgia
$276K +$49.9K +518 +22%
EWP
2579
Engrave Wealth Partners
Texas
$275K -$143K -1,462 -34%
AWM
2580
Altus Wealth Management
Kentucky
$275K -$11.2K -116 -4%
WR
2581
Watson Rebecca
$275K – – –
CWM
2582
Cranbrook Wealth Management
Michigan
$273K – – –
HWA
2583
Heartwood Wealth Advisors
Virginia
$272K – – –
RC
2584
Rovin Capital
Arizona
$271K -$83.8K -870 -24%
AW
2585
Avion Wealth
Texas
$271K +$226K +2,343 +497%
TS
2586
Tamar Securities
California
$270K +$16.6K +173 +7%
CF
2587
Corrigan Financial
Rhode Island
$270K +$289 +3 +0.1%
RGC
2588
Roberts, Glore & Co
Illinois
$269K +$269K +2,801 New
MMHP
2589
Murphy Middleton Hinkle & Parker
Georgia
$268K – – –
CICI
2590
Capital Investment Counsel Inc
North Carolina
$268K +$58.8K +610 +28%
ADMI
2591
Albert D. Mason Inc
Massachusetts
$267K +$267K +2,775 New
FWCM
2592
First Western Capital Management
California
$266K – – –
GAM
2593
Gould Asset Management
California
$266K +$266K +2,766 New
1W
2594
1776 Wealth
Georgia
$264K -$154K -1,596 -37%
CCA
2595
Conestoga Capital Advisors
Pennsylvania
$264K – – –
CWA
2596
Capital Wealth Alliance
Arizona
$264K +$264K +2,742 New
WIA
2597
World Investment Advisors
California
$264K +$264K +2,745 New
FA
2598
Fortis Advisors
Pennsylvania
$263K -$187K -1,939 -42%
WWM
2599
WT Wealth Management
Arizona
$263K -$80.1K -835 -23%
LWM
2600
Liberty Wealth Management
California
$262K -$673 -7 -0.3%
102 103
104
105 106