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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 %
GIM
2676
Groesbeck Investment Management
New Jersey
$203K -$423K -4,395 -68%
DBRC
2677
D.B. Root & Company
Pennsylvania
$203K -$2.02K -21 -1%
FC
2678
FCA Corp
Texas
$202K +$202K +2,100 New
LDFR
2679
Lehman & Derafelo Financial Resources
Pennsylvania
$201K -$48.2K -500 -19%
AWM
2680
Adams Wealth Management
Utah
$200K -$9.13K -95 -4%
AP
2681
Adero Partners
California
$200K +$200K +2,080 New
LWA
2682
Lenox Wealth Advisors
New York
$198K -$12.9K -134 -6%
MLFP
2683
MPS Loria Financial Planners
Illinois
$196K +$771 +8 +0.4%
LWS
2684
Lucia Wealth Services
California
$194K -$22.4K -232 -10%
MF
2685
Manchester Financial
California
$194K -$19.4K -202 -9%
TCCM
2686
Timber Creek Capital Management
Massachusetts
$194K – – –
OHS
2687
Odey Holdings (Switzerland)
Switzerland
$193K -$193K -2,000 -50%
MWP
2688
Meridian Wealth Partners
Pennsylvania
$193K -$3.47K -36 -2%
HGWM
2689
Harvest Group Wealth Management
Massachusetts
$193K – – –
PCTC
2690
Perkins Coie Trust Company
Washington
$189K -$186K -1,934 -50%
TCM
2691
Tanaka Capital Management
New York
$185K – – –
LD
2692
Lipe & Dalton
New York
$184K – – –
HB
2693
Horizon Bancorp
Indiana
$181K -$49.3K -512 -21%
KC
2694
Knuff & Co
California
$180K +$19.5K +202 +12%
SC
2695
Slow Capital
California
$178K -$372K -3,866 -68%
AWM
2696
Atticus Wealth Management
Florida
$178K -$211K -2,188 -54%
SLF
2697
Sun Life Financial
Ontario, Canada
$176K -$4.44K -46 -2%
TCM
2698
Tradewinds Capital Management
Washington
$173K -$19.3K -200 -10%
CYG
2699
Clean Yield Group
Vermont
$164K +$7.12K +74 +5%
WAM
2700
Wolverine Asset Management
Illinois
$162K -$106K -1,105 -40%
106 107
108
109 110