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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 %
SPIA
401
Steward Partners Investment Advisory
New York
$28.6M +$2.67M +27,751 +10%
ANI
402
American National Insurance
Texas
$28.4M – – –
WSFS
403
Wilmington Savings Fund Society
Delaware
$28.4M -$883K -9,177 -3%
MLL
404
Moody Lynn & Lieberson
Massachusetts
$28.3M -$499K -5,180 -2%
GT
405
Glenview Trust
Kentucky
$28.2M -$4.53K -47 -0%
CGH
406
Crossmark Global Holdings
Texas
$28.1M -$877K -9,107 -3%
CIP
407
Chartwell Investment Partners
Pennsylvania
$28.1M -$2.23M -23,208 -7%
PAG
408
Private Advisor Group
New Jersey
$28M +$118K +1,257 +0.4%
CAG
409
Crestwood Advisors Group
Massachusetts
$28M -$1.85M -19,237 -6%
RMDI
410
R.M. Davis Inc
Maine
$27.9M +$2.55M +26,490 +10%
RMA
411
Roffman Miller Associates
Pennsylvania
$27.9M +$101K +1,045 +0.4%
SI
412
Stephens Inc
Arkansas
$27.8M +$1.21M +12,611 +5%
AA
413
Ancora Advisors
Ohio
$27.7M +$1.62M +16,835 +6%
CIC
414
Carnegie Investment Counsel
Ohio
$27.6M -$527K -5,472 -2%
FNBOO
415
First National Bank of Omaha
Nebraska
$27.5M +$754K +7,835 +3%
Cerity Partners
416
Cerity Partners
New York
$27.4M +$13.1M +135,976 +92%
ADEF
417
Adams Diversified Equity Fund
Maryland
$27.3M -$6.13M -63,700 -18%
COPPSERS
418
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$27.2M +$10.4M +108,142 +62%
Parallax Volatility Advisers
419
Parallax Volatility Advisers
California
$27M -$15.4M -160,115 -36%
SAM
420
Securian Asset Management
Minnesota
$26.9M -$334K -3,474 -1%
RL
421
Ruffer LLP
United Kingdom
$26.7M -$56.9M -591,343 -68%
NSIM
422
North Star Investment Management
Illinois
$26.6M +$513K +5,333 +2%
BSA
423
Braun Stacey Associates
New York
$26.6M +$475K +4,930 +2%
ZIC
424
ZWJ Investment Counsel
Georgia
$26.4M -$432K -4,484 -2%
CI
425
Capital International
California
$25.9M +$5.18M +53,833 +25%
15 16
17
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