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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 %
Impax Asset Management Group
551
Impax Asset Management Group
United Kingdom
$17M +$5.53M +57,400 +48%
RC
552
Randolph Company
Ohio
$16.9M -$9.72K -101 -0.1%
BAAM
553
Baker Avenue Asset Management
California
$16.8M +$440K +4,571 +3%
LBC
554
Lowe Brockenbrough & Co
Virginia
$16.6M -$52.1K -541 -0.3%
AHB
555
Abner Herrman & Brock
New Jersey
$16.6M -$175K -1,816 -1%
AB
556
Amalgamated Bank
New York
$16.6M -$344K -3,572 -2%
QIM
557
Quest Investment Management
Oregon
$16.5M +$4.74M +49,261 +40%
CAM
558
Carret Asset Management
New York
$16.5M -$322K -3,349 -2%
SIC
559
Salem Investment Counselors
North Carolina
$16.4M -$13.3K -138 -0.1%
LCM
560
Logan Capital Management
Pennsylvania
$16.4M -$1.85M -19,269 -10%
CCMIC
561
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$16.4M -$239K -2,480 -1%
RIL
562
Rothschild Investment LLC
Illinois
$16.3M +$871K +9,049 +6%
EAM
563
Erste Asset Management
Austria
$16.3M +$5.54M +58,066 +51%
HR
564
Howe & Rusling
New York
$16.2M -$636K -6,602 -4%
RHBC
565
R.H. Bluestein & Co
Michigan
$16.2M +$141K +1,468 +0.9%
SGAM
566
Smith Group Asset Management
Texas
$16.2M -$533K -5,537 -3%
DWM
567
Destination Wealth Management
California
$16.2M +$172K +1,791 +1%
MCM
568
Maple Capital Management
Vermont
$16.1M +$5.57M +48,794 +53%
CDH
569
Charles D. Hyman
$16.1M -$36.8K -382 -0.2%
FAAS
570
First Allied Advisory Services
California
$16.1M +$1.37M +14,236 +9%
JIR
571
James Investment Research
Ohio
$16.1M -$1.29M -13,371 -7%
DWM
572
Doyle Wealth Management
Florida
$16.1M +$269K +2,792 +2%
CIM
573
Courant Investment Management
Tennessee
$16M – – –
VSI
574
Verde Servicos Internacionais
Brazil
$16M +$16M +167,644 New
BCM
575
BTR Capital Management
California
$15.9M +$247K +2,562 +2%
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