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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 %
JIC
501
Johnson Investment Counsel
Ohio
$20.4M -$373K -3,875 -2%
ACI
502
Alpha Cubed Investments
California
$20.4M +$3.69M +38,313 +22%
KHLMVGHM
503
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$20.2M – – –
Pacer Advisors
504
Pacer Advisors
Pennsylvania
$20.1M -$4.46M -46,359 -18%
JCM
505
Janney Capital Management
Pennsylvania
$20.1M -$1.14M -11,881 -5%
FFA
506
First Foundation Advisors
California
$20.1M +$437K +4,539 +2%
EGA
507
Eagle Global Advisors
Texas
$20M -$133K -1,378 -0.7%
HCMNY
508
Howard Capital Management (New York)
New York
$20M -$318K -3,300 -2%
MIS
509
Morningstar Investment Services
Illinois
$19.9M -$441K -4,617 -2%
ONB
510
Old National Bancorp
Indiana
$19.7M -$467K -4,853 -2%
SYBT
511
Stock Yards Bank & Trust
Kentucky
$19.7M -$3.95K -41 -0%
SRC
512
Shufro Rose & Co
New York
$19.6M -$261K -2,714 -1%
NFC
513
Northeast Financial Consultants
Connecticut
$19.5M +$963K +10,001 +5%
SAM
514
Shell Asset Management
Netherlands
$19.5M -$74.2K -771 -0.4%
NIM
515
Northeast Investment Management
Massachusetts
$19.4M -$135K -1,407 -0.7%
BPCE
516
Bank Pictet & Cie (Europe)
Germany
$19.4M +$70K +727 +0.4%
Mercer Global Advisors
517
Mercer Global Advisors
Colorado
$19.2M +$819K +8,506 +4%
HP
518
Hosking Partners
United Kingdom
$19M -$640K -6,653 -3%
VC
519
Vestor Capital
Illinois
$19M +$19M +197,251 New
CCP
520
Clough Capital Partners
Massachusetts
$19M – – –
GI
521
Gradient Investments
Minnesota
$18.9M +$1.58M +16,430 +9%
NMERB
522
New Mexico Educational Retirement Board
New Mexico
$18.8M -$1.5M -15,600 -7%
YL
523
YCG LLC
Texas
$18.8M +$13.5M +139,400 +252%
BIC
524
Beach Investment Counsel
Pennsylvania
$18.6M +$4.39M +45,568 +31%
V
525
Veritable
Delaware
$18.5M +$1.26M +13,050 +7%
19 20
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