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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 %
CAM
651
Cresset Asset Management
Illinois
$12.8M +$1.34M +13,955 +12%
RT
652
Rockland Trust
Massachusetts
$12.8M +$1.76M +18,318 +16%
CWM
653
Calamos Wealth Management
Illinois
$12.8M +$1.37M +14,254 +12%
TCM
654
Tufton Capital Management
Maryland
$12.7M -$97.7K -1,015 -0.8%
AFG
655
Albion Financial Group
Utah
$12.7M +$115K +1,192 +0.9%
CNC
656
Canandaigua National Corp
New York
$12.6M -$206K -2,138 -2%
IC
657
IEQ Capital
California
$12.6M +$134K +1,387 +1%
Nomura Holdings
658
Nomura Holdings
Japan
$12.6M -$14.1M -144,786 -53%
FMII
659
Farmers & Merchants Investments Inc
Nebraska
$12.6M -$50.3K -523 -0.4%
MI
660
Markston International
New York
$12.6M -$2.13M -22,160 -15%
AWM
661
Absher Wealth Management
North Carolina
$12.6M +$29.4K +305 +0.2%
ALAM
662
Asahi Life Asset Management
Japan
$12.5M -$35.3K -367 -0.3%
TAM
663
Tocqueville Asset Management
New York
$12.5M -$81.6K -848 -0.7%
KCM
664
Kanawha Capital Management
Virginia
$12.4M +$251K +2,612 +2%
BAMF
665
BI Asset Management Fondsmaeglerselskab
Denmark
$12.4M +$4.81M +49,966 +63%
MC
666
Middleton & Co
Massachusetts
$12.4M +$389K +4,041 +3%
BG
667
Bollard Group
Massachusetts
$12.4M +$38.3K +398 +0.3%
CIS
668
Connors Investor Services
Pennsylvania
$12.3M -$283K -2,937 -2%
AP
669
Advisor Partners
California
$12.3M -$56.5K -587 -0.5%
GCA
670
Greenwood Capital Associates
South Carolina
$12.2M +$346K +3,593 +3%
CIA
671
Capital Investment Advisors
Georgia
$12.2M +$2.02M +21,001 +20%
FAM
672
Fred Alger Management
New York
$12.2M +$4.93M +51,221 +68%
FA
673
FDx Advisors
Illinois
$12.2M +$2.13M +22,142 +21%
OCAM
674
Onex Canada Asset Management
Ontario, Canada
$12.1M +$704K +7,313 +6%
GIM
675
Grassi Investment Management
California
$12.1M -$260K -2,697 -2%
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