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JPMorgan Chase

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
Name Holding Trade Value Shares
Change
Shares
Change %
SL
2701
Savior LLC
Massachusetts
$159K -$1.74K -18 -1%
HCM
2702
Horrell Capital Management
Arkansas
$159K
BBA
2703
Braun-Bostich & Associates
Pennsylvania
$158K -$163K -1,698 -51%
AA
2704
Advisory Alpha
Michigan
$157K +$157K +1,571 New
CC
2705
Colrain Capital
Massachusetts
$154K -$38.5K -400 -20%
SIS
2706
Sound Income Strategies
Florida
$153K -$8.68K -90 -5%
LS
2707
Leelyn Smith
Illinois
$151K -$96 -1 -0.1%
BC
2708
Barnett & Company
Tennessee
$150K -$1.93K -20 -1%
MAM
2709
Marquette Asset Management
Minnesota
$150K
EMFAT
2710
Emerald Mutual Fund Advisers Trust
Pennsylvania
$149K -$2.51K -26 -2%
CFG
2711
Capstone Financial Group
Oklahoma
$143K -$107K -1,092 -43%
LF
2712
Lee Financial
Texas
$142K -$37.1K -384 -21%
MC
2713
Maverick Capital
Texas
$141K -$866K -9,001 -86%
MSFP
2714
Mark Sheptoff Financial Planning
Connecticut
$139K +$57.9K +600 +71%
DI
2715
Disciplined Investments
Oklahoma
$136K -$41.1K -428 -23%
BFG
2716
Baron Financial Group
New Jersey
$135K +$135K +1,400 New
SC
2717
Solstein Capital
California
$134K
BBL
2718
Beck Bode LLC
Massachusetts
$133K +$133K +1,377 New
PO
2719
Private Ocean
California
$128K +$6.84K +71 +6%
HFA
2720
HC Financial Advisors
California
$128K +$20.6K +214 +19%
RFWA
2721
RPg Family Wealth Advisory
Massachusetts
$125K
HIM
2722
Hillsdale Investment Management
Ontario, Canada
$125K +$102K +1,060 +442%
BEI
2723
Benjamin Edwards Inc
Missouri
$121K +$44.8K +464 +59%
BHWM
2724
Bay Harbor Wealth Management
Maryland
$121K +$54.3K +563 +81%
KFS
2725
Kelly Financial Services
Massachusetts
$121K