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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 %
FPCM
701
Financial Partners Capital Management
New York
$11.5M +$81.8K +850 +0.7%
OMC
702
Overbrook Management Corp
New York
$11.5M -$685K -7,115 -6%
GCA
703
Guardian Capital Advisors
Ontario, Canada
$11.3M +$1.58M +15,727 +16%
JMFC
704
J.M. Forbes & Co
Massachusetts
$11.3M +$235K +2,442 +2%
BCM
705
Bourgeon Capital Management
Connecticut
$11.1M +$8.47K +88 +0.1%
BUB
706
BBVA USA Bancshares
Texas
$11.1M -$687K -7,153 -6%
LC
707
Loews Corp
New York
$11.1M +$3.85M +40,000 +53%
EWM
708
Endurance Wealth Management
Rhode Island
$11M -$125K -1,300 -1%
CK
709
Cohen Klingenstein
New York
$11M – – –
VW
710
Vantage Wealth
California
$11M +$409K +4,245 +4%
TPCW
711
TD Private Client Wealth
New York
$11M +$1.43M +14,804 +15%
NEI
712
Northwest & Ethical Investments
Ontario, Canada
$11M +$378K +3,929 +4%
NB
713
Norinchukin Bank
Japan
$10.9M +$288K +2,995 +3%
BCV
714
Banque Cantonale Vaudoise
Switzerland
$10.9M +$836K +8,680 +8%
SCA
715
Stonebridge Capital Advisors
Minnesota
$10.8M +$259K +2,694 +2%
AC
716
Allstate Corporation
Illinois
$10.8M -$218K -2,268 -2%
EW
717
Evoke Wealth
California
$10.7M +$9.39M +97,572 +695%
DMC
718
Drexel Morgan & Co
Pennsylvania
$10.7M – – –
JPMIA
719
J.P. Marvel Investment Advisors
Massachusetts
$10.7M +$328K +3,410 +3%
MA
720
Montag & Associates
Georgia
$10.6M -$180K -1,870 -2%
LW
721
Linscomb Wealth
Texas
$10.6M +$355K +3,684 +3%
Hudson Bay Capital Management
722
Hudson Bay Capital Management
Connecticut
$10.6M +$481K +5,000 +5%
BBHC
723
Brown Brothers Harriman & Co
New York
$10.5M -$111K -1,154 -1%
SGK
724
Steigerwald Gordon & Koch
Virginia
$10.5M +$385K +4,004 +4%
CANC
725
Culbertson A N & Co
Virginia
$10.4M -$660K -6,852 -6%
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