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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 %
M2MC
576
Matthew 25 Management Corp
Pennsylvania
$15.9M – – –
NMIMC
577
Northwestern Mutual Investment Management Company
Wisconsin
$15.7M – – –
WIA
578
Wealthstreet Investment Advisors
Texas
$15.7M -$321K -3,336 -2%
AP
579
Appleton Partners
Massachusetts
$15.6M +$207K +2,146 +1%
WAM
580
Wilsey Asset Management
California
$15.6M +$278K +2,889 +2%
CAM
581
Congress Asset Management
Massachusetts
$15.5M +$2.23M +23,165 +17%
ACM
582
Azimuth Capital Management
Michigan
$15.4M -$81.3K -844 -0.5%
TNB
583
Thomasville National Bank
Georgia
$15.4M -$110K -1,144 -0.7%
AWM
584
AE Wealth Management
Kansas
$15.4M +$579K +6,014 +4%
TU
585
TDAM USA
Ontario, Canada
$15.3M +$1.53M +15,930 +11%
CCMD
586
Cypress Capital Management (Delaware)
Delaware
$15.3M +$146K +1,515 +1%
EARNEST Partners
587
EARNEST Partners
Georgia
$15.3M +$1.59M +16,472 +12%
SC
588
SouthState Corp
Florida
$15.3M +$67.8K +704 +0.4%
ECG
589
Edge Capital Group
Georgia
$15.2M +$823K +8,547 +6%
MIM
590
Marco Investment Management
Georgia
$15.2M -$133K -1,383 -0.9%
OC
591
Oakworth Capital
Alabama
$15.1M +$453K +4,709 +3%
AAS
592
Avantax Advisory Services
Texas
$15.1M +$7.77M +80,659 +107%
FBP
593
Flippin Bruce & Porter
Virginia
$15M -$728K -7,558 -5%
SDJVC
594
St. Denis J. Villere & Co
Louisiana
$15M -$34.5K -358 -0.2%
LSERS
595
Louisiana State Employees Retirement System
Louisiana
$14.9M +$2.29M +23,800 +18%
VIP
596
Vantage Investment Partners
Missouri
$14.8M +$887K +9,216 +6%
LG
597
LaFleur & Godfrey
Michigan
$14.8M +$797K +8,281 +6%
WAS
598
Wesleyan Assurance Society
United Kingdom
$14.7M – – –
PAM
599
Private Asset Management
California
$14.7M -$62.5K -649 -0.4%
CA
600
Cetera Advisors
Colorado
$14.6M +$2.33M +24,200 +19%
22 23
24
25 26