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

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$93.1M
2
Bank of America
Bank of America
North Carolina
$5.62B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.54B
4
Nordea Investment Management
Nordea Investment Management
Sweden
$438M
5
BlackRock
BlackRock
New York
$18.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
376
Fiduciary Trust
Massachusetts
$31.6M -$225K -2,339 -0.7%
DCM
377
Donaldson Capital Management
Indiana
$31.5M -$331K -3,442 -1%
HW
378
Hancock Whitney
Mississippi
$31.1M -$2.3M -23,875 -7%
CRC
379
Curi RMB Capital
Illinois
$31.1M -$679K -7,050 -2%
BIM
380
Bridges Investment Management
Nebraska
$30.9M -$4.84M -50,298 -14%
HIMCH
381
Hartford Investment Management Co (HIMCO)
Connecticut
$30.8M -$1.16M -12,057 -4%
MIH
382
Meitav Investment House
Israel
$30.8M +$5.51M +57,207 +22%
BIAS
383
Beacon Investment Advisory Services
New Jersey
$30.7M -$614K -6,376 -2%
PFM
384
Parsec Financial Management
North Carolina
$30.6M -$553K -5,749 -2%
CP
385
Cumberland Partners
Ontario, Canada
$30.3M +$4.24M +44,024 +16%
CC
386
Carlson Capital
Texas
$30.3M -$58.3M -605,894 -66%
PC
387
PM Capital
Australia
$30.1M +$3.38M +35,100 +13%
MNBTD
388
Moody National Bank Trust Division
Texas
$30M +$23.6K +245 +0.1%
CPSAC
389
Chas P. Smith & Associates (CPS)
Florida
$30M +$461K +4,788 +2%
RJT
390
Raymond James Trust
Florida
$29.9M +$987K +10,247 +3%
NIM
391
Nexus Investment Management
Ontario, Canada
$29.8M +$202K +2,100 +0.7%
MCM
392
MAI Capital Management
Ohio
$29.8M -$34.9K -363 -0.1%
SG Americas Securities
393
SG Americas Securities
New York
$29.5M -$5.02M -52,113 -15%
LCS
394
Levin Capital Strategies
New York
$29.4M +$1.44M +14,989 +5%
NSLI
395
Nan Shan Life Insurance
Taiwan
$29.2M +$2.9M +30,170 +11%
LWCA
396
Locust Wood Capital Advisers
New York
$29.2M -$134K -1,390 -0.5%
DADC
397
D.A. Davidson & Co
Montana
$29.1M +$769K +7,989 +3%
Acadian Asset Management
398
Acadian Asset Management
Massachusetts
$29M -$73.8M -766,059 -72%
CCA
399
Canyon Capital Advisors
Texas
$28.9M +$28.9M +300,100 New
QAM
400
QCI Asset Management
New York
$28.9M +$981K +10,194 +4%
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