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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
$23.4B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$5.42B
3
Franklin Resources
Franklin Resources
California
$2.56B
4
Capital Research Global Investors
Capital Research Global Investors
California
$2.27B
5
Viking Global Investors
Viking Global Investors
Connecticut
$910M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$93.1M
2
Bank of America
Bank of America
North Carolina
$5.62B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.54B
4
Nordea Investment Management
Nordea Investment Management
Sweden
$438M
5
BlackRock
BlackRock
New York
$18.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
2651
MinichMacGregor Wealth Management
New York
$226K +$19.2K +200 +9%
WI
2652
Wedgewood Investors
Pennsylvania
$225K +$7.21K +75 +3%
PCMK
2653
Paragon Capital Management (Kansas)
Kansas
$225K +$225K +2,334 New
AIL
2654
AGF Investments LLC
Ontario, Canada
$224K -$674K -7,001 -75%
SAM
2655
SP Asset Management
California
$221K -$76.1K -730 -26%
JC
2656
Jacobs & Co
California
$221K -$9.63K -100 -4%
PFA
2657
Pure Financial Advisors
California
$220K – – –
EP
2658
Elkhorn Partners
Nebraska
$218K – – –
RHJA
2659
Rice Hall James & Associates
California
$217K – – –
BJ
2660
Brouwer & Janachowski
California
$216K – – –
CA
2661
Crumly & Associates
Illinois
$216K +$216K +2,242 New
IIA
2662
ICW Investment Advisors
Arizona
$215K +$193 +2 +0.1%
FA
2663
Financial Advisors
Massachusetts
$214K -$21K -218 -9%
ICM
2664
Islay Capital Management
Texas
$214K +$13.7K +143 +7%
AIM
2665
Axiom Investment Management
New York
$212K -$510K -5,333 -71%
I2I
2666
Insight 2811 Inc
Illinois
$212K -$63.4K -660 -23%
SFC
2667
SYM Financial Corp
Indiana
$211K -$51.3K -533 -20%
SNBOSCI
2668
Security National Bank of Sioux City Iowa
Iowa
$208K – – –
CC
2669
Codex Capital
New York
$208K +$208K +2,000 New
FAN
2670
Financial Advisors Network
California
$208K +$208K +2,164 New
NEPPG
2671
New England Professional Planning Group
Rhode Island
$207K -$85.6K -825 -29%
RHFI
2672
Reilly Herbert Faulkner III
$207K – – –
HWA
2673
Hilltop Wealth Advisors
North Carolina
$206K – – –
NWA
2674
New World Advisors
Massachusetts
$205K -$6.47K -66 -3%
AMG
2675
Asset Management Group
Connecticut
$204K -$13.5K -141 -6%
105 106
107
108 109