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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 %
WB
676
Webster Bank
Connecticut
$12.1M +$421K +4,375 +4%
KWM
677
Kingsview Wealth Management
Oregon
$12.1M +$2.32M +24,141 +24%
MC
678
Moors & Cabot
Massachusetts
$12.1M +$1.06M +10,961 +10%
CIS
679
Capital International Sarl
California
$12.1M -$321K -3,338 -3%
TNB
680
TCF National Bank
South Dakota
$12.1M -$1.12M -11,666 -9%
NPF
681
Norris Perne & French
Michigan
$12M +$545K +5,658 +5%
NB
682
NBT Bank
New York
$12M +$525K +5,456 +5%
RC
683
RBO & Co
California
$12M +$87.2K +906 +0.7%
SCM
684
Shelton Capital Management
Colorado
$12M +$4.55M +47,241 +61%
UR
685
USCA RIA
Texas
$12M +$195K +2,029 +2%
IP
686
Interval Partners
New York
$12M +$5.43M +56,402 +83%
CA
687
Callahan Advisors
Texas
$12M -$169K -1,760 -1%
B
688
Barings
North Carolina
$12M -$1.22M -12,723 -9%
BNP Paribas Asset Management
689
BNP Paribas Asset Management
France
$11.8M -$12.3M -127,999 -51%
M
690
MOTCO
Texas
$11.8M +$102K +1,062 +0.9%
MIA
691
MainStreet Investment Advisors
Illinois
$11.8M -$2.02M -20,989 -15%
KAS
692
Kemnay Advisory Services
New York
$11.8M – – –
FHA
693
First Horizon Advisors
Tennessee
$11.7M +$396K +4,117 +3%
CA
694
Cullinan Associates
Kentucky
$11.7M -$1.24M -12,845 -10%
GC
695
Gratus Capital
Georgia
$11.7M +$1.28M +13,263 +12%
BCI
696
Brinker Capital Investments
Pennsylvania
$11.7M +$9.71M +100,816 +491%
VV
697
Verity & Verity
South Carolina
$11.6M +$421K +4,246 +4%
BHIA
698
Birch Hill Investment Advisors
Massachusetts
$11.6M +$1.12M +11,614 +11%
CC
699
Cannell & Co
New York
$11.5M -$5.73M -59,482 -33%
UBV
700
United Bank (Virginia)
Virginia
$11.5M -$4.04K -42 -0%
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