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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 %
ESBC
526
E.S. Barr & Co
Kentucky
$18.4M +$12K +125 +0.1%
ACH
527
ArrowMark Colorado Holdings
Colorado
$18.4M +$2.41M +25,000 +15%
SCM
528
Snow Capital Management
Pennsylvania
$18.4M +$1.5M +15,574 +9%
CTA
529
Chesley Taft & Associates
Illinois
$18.3M -$731K -7,592 -4%
CA
530
Clearstead Advisors
Ohio
$18.3M +$434K +4,507 +2%
PMAM
531
Picton Mahoney Asset Management
Ontario, Canada
$18.2M +$566K +5,878 +3%
SIA
532
Sit Investment Associates
Minnesota
$18.2M -$86.6K -900 -0.5%
ABTD
533
Arvest Bank Trust Division
Oklahoma
$18.1M -$436K -4,524 -2%
Capstone Investment Advisors
534
Capstone Investment Advisors
New York
$18M +$11.7M +121,799 +188%
AR
535
Advisory Research
Illinois
$18M -$2.2M -22,857 -11%
DDPIC
536
Deroy & Devereaux Private Investment Counsel
Michigan
$17.9M -$35.3K -367 -0.2%
PCM
537
Palisade Capital Management
New Jersey
$17.9M -$1.48M -15,392 -8%
ELC
538
Edgar Lomax Company
Virginia
$17.7M +$703K +7,300 +4%
SCP
539
Sandhill Capital Partners
New York
$17.7M +$15.8M +163,603 +799%
AC
540
Alleghany Corporation
New York
$17.6M – – –
SIM
541
Sentry Investment Management
Wisconsin
$17.6M +$94.3K +980 +0.5%
MCI
542
McDonald Capital Investors
California
$17.6M -$82.8K -860 -0.5%
UIM
543
USS Investment Management
United Kingdom
$17.5M +$1.1M +11,392 +7%
FNBT
544
FineMark National Bank & Trust
Florida
$17.4M -$555K -5,762 -3%
CTC
545
Central Trust Company
Missouri
$17.4M +$53.6K +557 +0.3%
SSWM
546
Smith Salley Wealth Management
North Carolina
$17.4M +$59.1K +614 +0.3%
SSB
547
Sandy Spring Bank
Maryland
$17.4M +$577K +5,991 +3%
DRZID
548
DePrince Race & Zollo Inc (DRZ)
Florida
$17.2M +$1.02M +10,606 +6%
AAIM
549
American Assets Investment Management
California
$17.1M +$1.44M +15,000 +9%
KRS
550
Kentucky Retirement Systems
Kentucky
$17.1M +$755K +7,841 +5%
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