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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 %
TIP
626
Torray Investment Partners
Maryland
$13.5M -$185K -1,922 -1%
AF
627
Alerus Financial
North Dakota
$13.5M -$372K -3,869 -3%
JCM
628
JS Capital Management
New York
$13.5M +$13.5M +140,000 New
DIA
629
Davidson Investment Advisors
Montana
$13.4M -$8.69M -90,268 -39%
BCP
630
Blue Chip Partners
Michigan
$13.4M +$720K +7,480 +6%
RE
631
RBC Europe
United Kingdom
$13.4M -$285K -2,958 -2%
LS
632
Livforsakringsbolaget Skandia
Sweden
$13.4M -$260K -2,700 -2%
TCM
633
Twin Capital Management
Pennsylvania
$13.4M -$274K -2,844 -2%
WIC
634
Willis Investment Counsel
Georgia
$13.4M – – –
IAA
635
Independent Advisor Alliance
North Carolina
$13.3M +$3.2M +33,258 +32%
AAP
636
Aristotle Atlantic Partners
Florida
$13.3M +$310K +3,224 +2%
Jones Financial Companies
637
Jones Financial Companies
Missouri
$13.2M -$904K -9,388 -6%
BOTW
638
Bank of the West
California
$13.2M +$1.99M +20,669 +18%
BPC
639
Banque Pictet & Cie
Switzerland
$13.2M +$340K +3,531 +3%
BBA
640
BLB&B Advisors
Pennsylvania
$13.2M +$92.3K +959 +0.7%
HLCM
641
Hi-Line Capital Management
South Dakota
$13.2M -$1.05M -10,920 -7%
Group One Trading
642
Group One Trading
Illinois
$13.1M +$8.02M +83,275 +157%
AUB
643
Atlantic Union Bankshares
Virginia
$13.1M +$362K +3,755 +3%
TYCC
644
Texas Yale Capital Corp
Florida
$13M – – –
TCOV
645
Trust Company of Vermont
Vermont
$13M +$462K +4,803 +4%
SCA
646
Stillwater Capital Advisors
Pennsylvania
$13M +$210K +2,185 +2%
RFA
647
Reilly Financial Advisors
California
$12.9M +$4M +41,499 +45%
MCM
648
McKinley Capital Management
Alaska
$12.9M -$7.02M -72,875 -35%
TSW
649
Thompson Siegel & Walmsley
Virginia
$12.9M +$221K +2,292 +2%
OPCM
650
Osborne Partners Capital Management
California
$12.8M -$128K -1,334 -1%
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