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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
+$1.01B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.01B
3
Franklin Resources
Franklin Resources
California
+$707M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$666M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$293M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.04B
2
Bank of America
Bank of America
North Carolina
-$613M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$470M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$427M
5
BlackRock
BlackRock
New York
-$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
476
Stratos Wealth Partners
Ohio
$21.9M -$293K -3,043 -1%
ATC
477
Argent Trust Co
Tennessee
$21.6M +$717K +7,449 +3%
Daiwa Securities Group
478
Daiwa Securities Group
Japan
$21.6M -$71.9K -747 -0.3%
CTI
479
Community Trust & Investment
Kentucky
$21.6M -$2.85M -29,650 -12%
Voloridge Investment Management
480
Voloridge Investment Management
Florida
$21.6M -$70.1M -727,945 -76%
KFC
481
Klingenstein Fields & Co
New York
$21.5M +$149K +1,552 +0.7%
AIM
482
Achmea Investment Management
Netherlands
$21.4M -$52.5M -545,540 -71%
Ninety One (UK)
483
Ninety One (UK)
United Kingdom
$21.4M +$14.3M +148,251 +201%
Mirae Asset Global Investments
484
Mirae Asset Global Investments
South Korea
$21.2M +$2.49M +25,899 +13%
FBA
485
Front Barnett Associates
Illinois
$21.1M +$99.2K +1,030 +0.5%
MG
486
Markel Group
Virginia
$20.9M – – –
SAM
487
Silvercrest Asset Management
New York
$20.9M -$42.9K -446 -0.2%
BFS
488
Baskin Financial Services
Ontario, Canada
$20.8M +$1.13M +11,719 +6%
FFIC
489
First Fiduciary Investment Counsel
Ohio
$20.8M +$253K +2,625 +1%
Man Group
490
Man Group
United Kingdom
$20.8M +$5.71M +59,274 +38%
CCM
491
Covington Capital Management
California
$20.7M +$244K +2,533 +1%
RIG
492
Roosevelt Investment Group
New York
$20.7M +$1.3M +13,532 +7%
ICP
493
Ironvine Capital Partners
Nebraska
$20.7M -$16.5M -171,750 -44%
HSA
494
HBK Sorce Advisory
Pennsylvania
$20.7M +$90.9K +944 +0.4%
Point72 Asset Management
495
Point72 Asset Management
Connecticut
$20.7M +$14.9M +154,500 +258%
MAA
496
Matrix Asset Advisors
New York
$20.6M -$1.49M -15,471 -7%
DJSG
497
D.J. St. Germain
Massachusetts
$20.5M +$403K +4,185 +2%
JAM
498
Jupiter Asset Management
United Kingdom
$20.5M +$5.42M +56,368 +36%
X
499
Xponance
Pennsylvania
$20.4M +$169K +1,754 +0.8%
FNT
500
First National Trust
Pennsylvania
$20.4M +$429K +4,453 +2%
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