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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 %
SWMG
2901
Strategic Wealth Management Group
Maryland
– -$249K -2,642 Closed
CCIA
2902
Campbell & Co Investment Adviser
Maryland
– -$246K -2,617 Closed
BWA
2903
Beam Wealth Advisors
Louisiana
– -$238K -2,505 Closed
KFS
2904
Kurt F. Somerville
– -$229K -2,435 Closed
SA
2905
Silversage Advisors
California
– -$320K -2,346 Closed
DCM
2906
Driehaus Capital Management
Illinois
– -$220K -2,343 Closed
BCA
2907
Biltmore Capital Advisors
New Jersey
– -$216K -2,296 Closed
AAIM
2908
Asset Advisors Investment Management
Georgia
– -$215K -2,285 Closed
WCWM
2909
Willow Creek Wealth Management
California
– -$210K -2,228 Closed
CA
2910
Capital Advantage
California
– -$208K -2,216 Closed
AIA
2911
Angeles Investment Advisors
California
– -$207K -2,203 Closed
KBFS
2912
Kohmann Bosshard Financial Services
Ohio
– -$206K -2,182 Closed
CANY
2913
Caxton Associates (New York)
New York
– -$205K -2,178 Closed
SFWC
2914
Strategic Family Wealth Counselors
New Jersey
– -$200K -2,126 Closed
22CM
2915
20/20 Capital Management
California
– -$209K -2,107 Closed
VAG
2916
VisionPoint Advisory Group
Texas
– -$207K -2,102 Closed
ACA
2917
Atlas Capital Advisors
Wyoming
– -$192K -2,040 Closed
AC
2918
AlphaCore Capital
California
– -$191K -2,026 Closed
FWM
2919
FSA Wealth Management
Massachusetts
– -$190K -2,024 Closed
RPAM
2920
Rhenman & Partners Asset Management
Sweden
– -$162K -1,723 Closed
CWM
2921
Campbell Wealth Management
Virginia
– -$162K -1,718 Closed
HFA
2922
Hoover Financial Advisors
Pennsylvania
– -$131K -1,390 Closed
JPLA
2923
Joseph P. Lucia & Associates
New York
– -$104K -1,109 Closed
AWM
2924
Avondale Wealth Management
Texas
– -$21K -228 Closed
MWA
2925
MFA Wealth Advisors
Pennsylvania
– -$18.3K -195 Closed
114 115 116
117
118