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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 %
RBC
2776
Roble Belko & Company
Pennsylvania
$32K +$2.61K +27 +9%
APWA
2777
Atlas Private Wealth Advisors
New Jersey
$30K -$16.3K -170 -35%
RWG
2778
Regal Wealth Group
California
$27K -$975 -10 -3%
RG
2779
Retirement Group
California
$26K -$2.89K -30 -10%
IF
2780
Ironwood Financial
Arizona
$26K
MWC
2781
MBM Wealth Consultants
Missouri
$24K
HWM
2782
HighMark Wealth Management
Minnesota
$22K -$9.35K -99 -30%
HFS
2783
HBC Financial Services
Washington
$18K -$11.9K -117 -40%
TJHA
2784
Thomas J. Herzfeld Advisors
Florida
$18K +$191 +2 +1%
AWMS
2785
Advocacy Wealth Management Services
Georgia
$17K -$5.86K -61 -26%
TWP
2786
TFO Wealth Partners
Ohio
$17K -$395 -4 -2%
NCM
2787
New Capital Management
Texas
$15K
MFT
2788
Moisand Fitzgerald Tamayo
Florida
$15K +$1.78K +18 +13%
NG
2789
NWK Group
California
$14K
TVWM
2790
Tower View Wealth Management
Wisconsin
$13K +$99 +1 +0.8%
RCC
2791
Red Cedar Capital
Nebraska
$10K
SXL
2792
Summit X LLC
Missouri
$9.53K -$74 -96 -0.8%
FA
2793
Financial Advantage
Maryland
$9K -$28.5K -317 -76%
CAM
2794
ClariVest Asset Management
California
$9K
CWM
2795
Cedar Wealth Management
California
$8K -$952 -10 -11%
RIM
2796
Ranger Investment Management
Texas
$8K
ARIS
2797
Advanced Research Investment Solutions
California
$7K
AWA
2798
Artemis Wealth Advisors
New York
$6.45K +$6.45K +67 New
HF
2799
Halpern Financial
Virginia
$6.35K
CMBA
2800
C.M. Bidwell & Associates
Hawaii
$6K -$387K -4,128 -98%