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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 %
B
726
Bailard
California
$10.4M -$261K -2,715 -2%
CBB
727
Citizens Business Bank
California
$10.3M +$770 +8 +0%
AHC
728
Adell Harriman & Carpenter
Texas
$10.3M -$221K -2,297 -2%
RCP
729
Rothschild Capital Partners
New York
$10.3M – – –
WAM
730
World Asset Management
Michigan
$10.2M -$43.1K -448 -0.4%
Credit Agricole
731
Credit Agricole
France
$10.2M -$1.04M -10,751 -9%
PNAA
732
Pictet North America Advisors
Switzerland
$10.2M -$93.3K -969 -0.9%
WFMPM
733
Woodley Farra Manion Portfolio Management
Indiana
$10.2M -$789K -8,194 -7%
CAN
734
Cetera Advisor Networks
California
$10.2M +$336K +3,491 +3%
GW
735
GW & Wade
Massachusetts
$10.2M +$74.7K +776 +0.7%
EWM
736
Edge Wealth Management
New York
$10.2M -$1.01M -10,459 -9%
FFBTD
737
First Financial Bank - Trust Division
Ohio
$10.1M -$172K -1,785 -2%
CWM
738
Cabot Wealth Management
Massachusetts
$10.1M +$257K +2,668 +3%
NCM
739
Novare Capital Management
North Carolina
$10.1M +$707K +7,345 +8%
DMIC
740
Dixon Mitchell Investment Counsel
British Columbia, Canada
$10.1M +$279K +2,899 +3%
CBOR
741
Community Bank of Raymore
Missouri
$10.1M – – –
RGI
742
River Global Investors
United Kingdom
$10M -$392K -4,070 -4%
CTA
743
Colonial Trust Advisors
South Carolina
$10M -$47.7K -496 -0.5%
CCM
744
Cohen Capital Management
California
$10M – – –
TC
745
Telemus Capital
Michigan
$10M +$2.94M +28,922 +42%
IRF
746
IBM Retirement Fund
New York
$9.94M +$2.67M +27,691 +37%
PI
747
PFS Investments
Georgia
$9.92M +$1.46M +15,193 +17%
FDCC
748
Foster Dykema Cabot & Co
Massachusetts
$9.88M +$112K +1,159 +1%
BWFA
749
Baltimore-Washington Financial Advisors
Maryland
$9.83M +$224K +2,323 +2%
MCM
750
Murphy Capital Management
New Jersey
$9.83M -$72.1K -749 -0.7%
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