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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 %
BCM
751
Bowie Capital Management
Texas
$9.82M -$193K -2,000 -2%
SWM
752
SVA Wealth Management
Wisconsin
$9.79M -$51.6K -536 -0.5%
BCM
753
BTC Capital Management
Iowa
$9.71M +$220K +2,292 +2%
WC
754
Whitney & Co
New York
$9.71M +$77.9K +809 +0.8%
Carson Wealth (CWM LLC)
755
Carson Wealth (CWM LLC)
Nebraska
$9.7M – – –
BAS
756
Brown Advisory Securities
Maryland
$9.69M +$5.3K +55 +0.1%
SPC
757
Sigma Planning Corp
Michigan
$9.69M +$252K +2,615 +3%
SS
758
Simplicity Solutions
Minnesota
$9.67M +$1.21M +12,551 +14%
CIA
759
CCM Investment Advisers
South Carolina
$9.65M -$612K -6,361 -6%
AF
760
Ally Financial
Michigan
$9.63M +$2.31M +24,000 +32%
IG
761
ING Group
Netherlands
$9.6M +$6.23M +64,704 +185%
KPWS
762
Kestra Private Wealth Services
Texas
$9.56M +$9.56M +99,275 New
CIA
763
Choate Investment Advisors
Massachusetts
$9.53M -$138K -1,431 -1%
CSS
764
Cubist Systematic Strategies
Connecticut
$9.49M -$18.3M -189,649 -66%
CI
765
Cigna Investments
Connecticut
$9.48M -$1.27M -13,185 -12%
FG
766
Fiduciary Group
Georgia
$9.45M +$254K +2,642 +3%
DFO
767
Duquesne Family Office
New York
$9.45M -$146M -1,513,775 -94%
Lido Advisors
768
Lido Advisors
California
$9.45M +$4.54M +47,175 +93%
SBIA
769
Sheaff Brock Investment Advisors
Indiana
$9.42M -$303K -3,144 -3%
SFS
770
Sowell Financial Services
Arkansas
$9.34M -$429K -4,457 -4%
WorldQuant Millennium Advisors
771
WorldQuant Millennium Advisors
New York
$9.29M +$1.88M +19,569 +25%
DP
772
Dearborn Partners
Illinois
$9.28M -$43.4K -451 -0.5%
CRM
773
Cramer Rosenthal McGlynn
Connecticut
$9.23M -$1.87M -19,390 -17%
WI
774
Wintrust Investments
Illinois
$9.23M -$189K -1,959 -2%
RIM
775
Regent Investment Management
Kentucky
$9.21M -$274K -2,845 -3%
29 30
31
32 33