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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 %
ZCA
2626
Zeke Capital Advisors
Pennsylvania
$249K -$9.81K -102 -4%
LA
2627
Legacy Advisors
Pennsylvania
$248K -$24.1K -250 -9%
FNBOH
2628
First National Bank of Hutchinson
Kansas
$248K +$13.1K +136 +6%
SWRP
2629
Summit Wealth & Retirement Planning
California
$246K -$106K -1,104 -30%
CRWM
2630
Castle Rock Wealth Management
California
$246K +$246K +2,472 New
TFGT
2631
TS Financial Group (TSFG)
Illinois
$244K -$19.6K -204 -7%
FIA
2632
FNY Investment Advisers
New York
$243K +$240K +2,500 +8,333%
AFA
2633
Atlanta Financial Associates
Georgia
$242K +$5.49K +57 +2%
SVCP
2634
Silicon Valley Capital Partners
California
$240K -$83.6K -868 -26%
IP
2635
Isthmus Partners
Wisconsin
$240K – – –
BCAM
2636
Boston Common Asset Management
Massachusetts
$239K -$43.2K -448 -15%
LIM
2637
Lathrop Investment Management
Arkansas
$237K – – –
AA
2638
AlphaMark Advisors
Kentucky
$236K -$5.3K -55 -2%
GAMC
2639
Garner Asset Management Corp
Texas
$236K +$193 +2 +0.1%
Jacobs Levy Equity Management
2640
Jacobs Levy Equity Management
New Jersey
$234K -$603K -6,271 -72%
WFA
2641
Wellspring Financial Advisors
Ohio
$233K -$963 -10 -0.4%
CFSG
2642
Community Financial Services Group
Vermont
$233K – – –
RWA
2643
Redhawk Wealth Advisors
Minnesota
$233K +$10.5K +109 +5%
HCP
2644
Holt Capital Partners
Texas
$233K +$20.9K +217 +10%
AL
2645
Arnhold LLC
New York
$232K – – –
FWM
2646
Foresight Wealth Management
Utah
$232K +$232K +2,412 New
RVPG
2647
Relative Value Partners Group
$232K +$232K +2,414 New
AIA
2648
AIMZ Investment Advisors
California
$231K – – –
JGIA
2649
Jackson Grant Investment Advisers
Connecticut
$229K +$482 +5 +0.2%
HGWM
2650
Horst & Graben Wealth Management
Oregon
$226K -$51.2K -531 -18%
104 105
106
107 108