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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 %
KIA
601
KCM Investment Advisors
California
$14.6M -$1.84M -19,119 -11%
QI
602
QS Investors
New York
$14.6M +$1.17M +12,163 +9%
WBG
603
Wharton Business Group
Pennsylvania
$14.5M +$2.45M +25,452 +20%
Wolverine Trading
604
Wolverine Trading
Illinois
$14.5M +$7.55M +79,159 +109%
GCM
605
Graham Capital Management
Connecticut
$14.4M -$5.78M -60,000 -29%
MIM
606
Manitou Investment Management
Ontario, Canada
$14.4M +$158K +1,640 +1%
MSR
607
Main Street Research
Connecticut
$14.3M +$786K +8,165 +6%
PC
608
Polar Capital
United Kingdom
$14.3M -$248K -2,573 -2%
RMC
609
Resources Management Corp
Connecticut
$14.2M +$75.8K +787 +0.5%
IMC Chicago
610
IMC Chicago
Illinois
$14.1M -$3.67M -38,087 -21%
11A
611
10-15 Associates
New York
$14.1M +$376K +3,905 +3%
NCM
612
Noesis Capital Mangement
Florida
$14M -$238K -2,471 -2%
FHC
613
First Horizon Corporation
Tennessee
$14M +$14M +145,456 New
NRS
614
Neville Rodie & Shaw
New York
$14M +$342K +3,555 +3%
FMLI
615
Fukoku Mutual Life Insurance
Japan
$13.9M +$481K +5,000 +4%
BBVA
616
Banco Bilbao Vizcaya Argentaria
Spain
$13.8M +$80.4K +835 +0.6%
TBA
617
Tower Bridge Advisors
Pennsylvania
$13.8M +$231K +2,396 +2%
KWILP
618
Kiwi Wealth Investments Limited Partnership
New Zealand
$13.7M -$2.85M -29,632 -17%
FAB
619
First American Bank
Illinois
$13.7M -$102K -1,062 -0.7%
AI
620
Atria Investments
North Carolina
$13.7M -$50.5K -525 -0.4%
PP
621
Patten & Patten
Tennessee
$13.7M +$575K +5,968 +4%
PCM
622
Parsons Capital Management
Rhode Island
$13.6M +$95K +987 +0.7%
AMI
623
Amica Mutual Insurance
Rhode Island
$13.6M – – –
Wealthfront Advisers
624
Wealthfront Advisers
California
$13.6M +$546K +5,673 +4%
NCM
625
Narwhal Capital Management
Georgia
$13.5M +$1.99M +20,629 +17%
23 24
25
26 27