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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 %
RC
2601
Reik & Co
New York
$262K – – –
PWM
2602
Praetorian Wealth Management
California
$262K – – –
MGWM
2603
Marks Group Wealth Management
Minnesota
$261K -$5.09K -53 -2%
BA
2604
BCM Advisors
Louisiana
$261K – – –
CCA
2605
Clearwater Capital Advisors
Illinois
$261K – – –
DPI
2606
Diversified Portfolios Inc
Michigan
$261K +$37.6K +390 +17%
CAG
2607
Curtis Advisory Group
California
$260K – – –
CAGAS
2608
Capital Advisory Group Advisory Services
Minnesota
$260K +$33.3K +346 +15%
HFRG
2609
Houlihan Financial Resource Group
Virginia
$260K +$260K +2,268 New
CWG
2610
Cornerstone Wealth Group
North Carolina
$259K -$178K -1,857 -41%
AMCA
2611
Arthur M. Cohen & Associates
Illinois
$259K -$107K -1,114 -29%
CFO
2612
CVA Family Office
Colorado
$259K +$37.1K +385 +17%
TC
2613
Tatro Capital
Kentucky
$258K +$20.8K +216 +9%
VCP
2614
Vista Capital Partners
Oregon
$256K -$482 -5 -0.2%
TA
2615
Trellis Advisors
Washington
$255K -$20.4K -211 -7%
AWM
2616
Aevitas Wealth Management
Massachusetts
$255K +$865 +9 +0.3%
WCG
2617
Weaver Consulting Group
California
$255K +$14.4K +150 +6%
ACP
2618
Aveo Capital Partners
Colorado
$255K +$255K +2,647 New
RWM
2619
Reston Wealth Management
Virginia
$254K +$3.65K +38 +1%
SLWS
2620
Swaine & Leidel Wealth Services
Florida
$254K +$254K +2,636 New
NERM
2621
New England Research & Management
Illinois
$253K -$135K -1,400 -35%
DI
2622
Diligent Investors
California
$252K -$10.7K -111 -4%
NPPM
2623
North Point Portfolio Managers
Ohio
$251K -$2.41K -25 -0.9%
MAM
2624
Marotta Asset Management
Virginia
$251K – – –
MS
2625
Maven Securities
Jersey
$250K +$250K +2,600 New
103 104
105
106 107