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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 %
ELI
2751
Empire Life Investments
Ontario, Canada
$73K
EIP
2752
Ellis Investment Partners
Pennsylvania
$73K +$571 +6 +0.8%
C
2753
Cerebellum
California
$65K -$43K -445 -40%
HL
2754
Harding Loevner
New Jersey
$62K
HS
2755
Horan Securities
United States
$54K -$2.04K -21 -4%
CPW
2756
Catalyst Private Wealth
California
$54K +$54K +560 New
JWM
2757
Janiczek Wealth Management
Colorado
$52K -$16.6K -173 -24%
LFG
2758
Larson Financial Group
Missouri
$52K -$12.3K -127 -19%
EAM
2759
Eukles Asset Management
Ohio
$51K +$11.4K +119 +29%
FEG
2760
Financial Enhancement Group
Indiana
$49K +$2.87K +30 +6%
WIM
2761
Westside Investment Management
California
$48.5K +$9.33K +761 +24%
Loomis, Sayles & Company
2762
Loomis, Sayles & Company
Massachusetts
$47K -$52.1K -547 -53%
SCA
2763
Stuart Chaussee & Associates
California
$45K +$9.27K +96 +26%
APW
2764
Acima Private Wealth
Virginia
$44K -$62.5K -652 -59%
MS
2765
Marshall & Sullivan
Washington
$43K +$43K +450 New
T
2766
TOBAM
France
$41K +$41K +426 New
AP
2767
Arlington Partners
Alabama
$38K -$3.66K -38 -9%
VIMU
2768
Veritas Investment Management (UK)
United Kingdom
$37K
HI
2769
Human Investing
Oregon
$37K
MGI
2770
MayTech Global Investments
New York
$36K
CDIA
2771
Capital Directions Investment Advisors
Georgia
$35K
SSWG
2772
Seven Springs Wealth Group
Tennessee
$34K
PWM
2773
Provident Wealth Management
Tennessee
$34K +$34K +356 New
DTIM
2774
Danda Trouve Investment Management
Kansas
$33K -$82.3K -863 -71%
CMA
2775
Cedar Mountain Advisors
Oregon
$33K +$863 +9 +3%