JPM icon

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
1
Vanguard Group
Pennsylvania
$23.4B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$5.42B
3
Franklin Resources
3
Franklin Resources
California
$2.56B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$2.27B
5
Viking Global Investors
5
Viking Global Investors
Connecticut
$910M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$93.1M
2
Bank of America
2
Bank of America
North Carolina
$5.62B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.54B
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$438M
5
BlackRock
5
BlackRock
New York
$18.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
BMC
2851
Beaton Management Company
Massachusetts
– -$2.16M -22,908 Closed
CCFM
2852
Clear Creek Financial Management
Washington
– -$2.09M -22,225 Closed
NIT
2853
NumerixS Investment Technologies
British Columbia, Canada
– -$2.04M -21,732 Closed
PAMP
2854
Polar Asset Management Partners
Ontario, Canada
– -$1.93M -20,551 Closed
TA
2855
TCG Advisors
Texas
– -$1.88M -19,995 Closed
ZDA
2856
Zweig-DiMenna Associates
New York
– -$1.81M -19,185 Closed
CM
2857
Capula Management
Cayman Islands
– -$1.77M -18,818 Closed
BCM
2858
Beck Capital Management
Texas
– -$1.75M -18,643 Closed
QIM
2859
Quantitative Investment Management
Virginia
– -$1.7M -18,103 Closed
RIA
2860
Regal Investment Advisors
Michigan
– -$1.66M -17,590 Closed
QC
2861
Quadrature Capital
United Kingdom
– -$1.49M -15,800 Closed
QT
2862
Quantbot Technologies
New York
– -$1.47M -15,628 Closed
QT
2863
Quantamental Technologies
New York
– -$1.45M -15,452 Closed
OCPWS
2864
One Charles Private Wealth Services
Massachusetts
– -$1.49M -15,004 Closed
SM
2865
SG3 Management
Puerto Rico
– -$1.41M -15,000 Closed
AFM
2866
Anson Funds Management
Texas
– -$1.41M -15,000 Closed
SCA
2867
Sage Capital Advisors
South Dakota
– -$1.21M -12,855 Closed
STA
2868
Summit Trail Advisors
New York
– -$1.19M -12,642 Closed
SMFS
2869
Squar Milner Financial Services
California
– -$1.17M -12,450 Closed
SEC
2870
Seven Eight Capital
New York
– -$1.06M -11,305 Closed
VWM
2871
Venturi Wealth Management
Texas
– -$1.03M -10,944 Closed
TC
2872
TradeLink Capital
Illinois
– -$948K -10,080 Closed
WRM
2873
Weybosset Research & Management
Rhode Island
– -$937K -9,965 Closed
HFA
2874
High Falls Advisors
New York
– -$683K -7,256 Closed
DA
2875
Duality Advisers
Florida
– -$632K -6,720 Closed
113 114
115
116 117