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 %
FRM
2876
Fox Run Management
Connecticut
– -$628K -6,679 Closed
CP
2877
Camelot Portfolios
Ohio
– -$574K -6,106 Closed
WOSD
2878
WFA of San Diego
California
– -$822K -5,981 Closed
OMC
2879
Old Mission Capital
Illinois
– -$562K -5,972 Closed
LWP
2880
Legacy Wealth Partners
California
– -$548K -5,824 Closed
HS
2881
Haafor (Singapore)
Singapore
– -$532K -5,660 Closed
ECAM
2882
East Coast Asset Management
Massachusetts
– -$500K -5,316 Closed
BCM
2883
Bienville Capital Management
New York
– -$496K -5,271 Closed
BPGAM
2884
BTG Pactual Global Asset Management
Bermuda
– -$475K -5,051 Closed
G
2885
Gainplan
Michigan
– -$470K -5,000 Closed
MCA
2886
Mendon Capital Advisors
Florida
– -$470K -5,000 Closed
MAM
2887
Morse Asset Management
Connecticut
– -$446K -4,740 Closed
FFS
2888
Founders Financial Securities
Maryland
– -$453K -4,726 Closed
FM
2889
Family Management
New York
– -$443K -4,708 Closed
PWSG
2890
Pacific Wealth Strategies Group
California
– -$432K -4,596 Closed
CC
2891
Clearline Capital
New York
– -$422K -4,483 Closed
AAMC
2892
Asset Allocation & Management Company
Illinois
– -$386K -4,100 Closed
SLG
2893
Stanley-Laman Group
Pennsylvania
– -$379K -4,031 Closed
KFA
2894
Krane Funds Advisors
New York
– -$364K -3,867 Closed
FPA
2895
First Pacific Advisors
California
– -$309K -3,280 Closed
FSC
2896
Full Sail Capital
Oklahoma
– -$298K -2,967 Closed
JCM
2897
Jacobsen Capital Management
Utah
– -$254K -2,708 Closed
GHA
2898
GW Henssler & Associates
Georgia
– -$252K -2,678 Closed
GGI
2899
Godsey & Gibb Inc
Virginia
– -$250K -2,661 Closed
PWC
2900
PYA Waltman Capital
Tennessee
– -$249K -2,650 Closed
114 115
116
117 118