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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 %
WTB
776
Washington Trust Bank
Washington
$9.21M -$242K -2,518 -3%
CCP
777
Corient Capital Partners
California
$9.2M -$304K -3,157 -3%
HFS
778
Haverford Financial Services
Pennsylvania
$9.19M +$139K +1,439 +2%
WAM
779
Wallington Asset Management
Indiana
$9.18M +$54.9K +570 +0.6%
QI
780
QV Investors
Alberta, Canada
$9.18M -$158K -1,640 -2%
DA
781
Denali Advisors
California
$9.18M +$404K +4,200 +5%
KFP
782
KMG Fiduciary Partners
Ohio
$9.17M +$1.05M +10,856 +13%
FCBT
783
First Citizens Bank & Trust
North Carolina
$9.16M -$1.38M -14,284 -13%
CA
784
Cornerstone Advisors
North Carolina
$9.15M -$1.54M -16,000 -14%
LMIM
785
Lockheed Martin Investment Management
Maryland
$9.14M +$918K +9,540 +11%
KPCM
786
Kings Point Capital Management
New York
$9.14M +$472K +4,901 +5%
KCP
787
KDI Capital Partners
North Carolina
$9.12M +$1.63M +16,963 +22%
CC
788
Courier Capital
New York
$9.09M -$61.5K -597 -0.7%
TTWM
789
TCV Trust & Wealth Management
Virginia
$9.08M -$26.3K -273 -0.3%
HAG
790
HighPoint Advisor Group
Illinois
$9M +$118K +1,132 +1%
MYAM
791
Meiji Yasuda Asset Management
Japan
$8.99M -$3.34M -34,644 -27%
OCM
792
Oakwood Capital Management
California
$8.98M -$189K -1,965 -2%
SB
793
Simmons Bank
Arkansas
$8.97M -$1.33M -13,784 -13%
CCC
794
Cincinnati Casualty Company
Ohio
$8.95M – – –
CSUI
795
Cincinnati Specialty Underwriters Insurance
Ohio
$8.95M – – –
FNFDCM
796
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.92M +$55.8K +580 +0.6%
CCFCSB
797
Cape Cod Five Cents Savings Bank
Massachusetts
$8.9M -$1.54K -16 -0%
1SB
798
1ST Source Bank
Indiana
$8.88M -$539K -5,600 -6%
CWM
799
Circle Wealth Management
New Jersey
$8.87M +$17.6K +183 +0.2%
GLLW
800
Graves Light Lenhart Wealth
Virginia
$8.87M +$373K +3,876 +4%
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