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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 %
WCMN
801
Westchester Capital Management (Nebraska)
Nebraska
$8.84M +$309K +3,210 +4%
PAM
802
Peak Asset Management
Colorado
$8.82M -$36.2K -376 -0.4%
DY
803
Dowling & Yahnke
California
$8.77M -$102K -1,064 -1%
AWCI
804
Alpine Woods Capital Investors
New York
$8.7M +$4.34M +45,043 +99%
FCH
805
Freestone Capital Holdings
Washington
$8.69M +$2.79M +28,957 +47%
ECM
806
Evergreen Capital Management
Washington
$8.67M +$1.06M +10,960 +14%
MCM
807
Maryland Capital Management
Maryland
$8.67M +$380K +3,952 +5%
CFC
808
Cincinnati Financial Corp
Ohio
$8.66M – – –
SCA
809
Stieven Capital Advisors
Missouri
$8.66M +$8.66M +90,000 New
PIM
810
Penobscot Investment Management
Massachusetts
$8.65M -$297K -3,083 -3%
PE
811
Point72 Europe
United Kingdom
$8.63M +$8.63M +89,600 New
BDS
812
Banco de Sabadell
Florida
$8.61M -$1.83M -19,093 -18%
LIA
813
LS Investment Advisors
Michigan
$8.59M -$765K -7,945 -8%
UAS
814
United Asset Strategies
New York
$8.56M +$2.21M +22,927 +35%
HVIA
815
Hudson Valley Investment Advisors
New York
$8.54M -$105K -1,089 -1%
LIM
816
Leavell Investment Management
Alabama
$8.54M -$56.5K -587 -0.7%
AC
817
Alexandria Capital
Virginia
$8.53M +$76.1K +790 +0.9%
AIP
818
Ameritas Investment Partners
Nebraska
$8.52M -$281K -2,919 -3%
FM
819
Foster & Motley
Ohio
$8.5M -$215K -2,235 -2%
LNB
820
Ledyard National Bank
$8.46M -$780K -8,102 -8%
BIA
821
Biondo Investment Advisors
Pennsylvania
$8.46M +$172K +1,791 +2%
DLCIG
822
D.L. Carlson Investment Group
New Hampshire
$8.46M +$1.22M +12,664 +17%
PTC
823
Private Trust Company
Ohio
$8.45M +$679K +7,054 +9%
EAMA
824
EFG Asset Management (Americas)
Florida
$8.43M +$674K +6,998 +9%
BCM
825
BlueMar Capital Management
Florida
$8.42M +$2.82M +29,321 +50%
31 32
33
34 35