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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 %
DT
826
Diversified Trust
Tennessee
$8.42M +$1.83M +18,972 +28%
GL
827
Gemsstock Ltd
United Kingdom
$8.39M +$8.39M +87,200 New
RPC
828
Rossmore Private Capital
Connecticut
$8.33M +$439K +4,557 +6%
ASN
829
Advisory Services Network
Georgia
$8.3M -$708K -7,353 -8%
JWCA
830
J.W. Cole Advisors
Florida
$8.23M +$4.96M +51,560 +152%
RBA
831
Richard Bernstein Advisors
New York
$8.2M – – –
GAI
832
General American Investors
New York
$8.18M – – –
NWM
833
Nicola Wealth Management
British Columbia, Canada
$8.14M +$1.44M +15,000 +22%
BHWM
834
Bar Harbor Wealth Management
New Hampshire
$8.13M -$543K -5,638 -6%
ERIM
835
Eagle Ridge Investment Management
Connecticut
$8.11M -$25.8K -268 -0.3%
1IA
836
1834 Investment Advisors
Wisconsin
$8.11M +$99.9K +1,038 +1%
CB
837
Community Bank
New York
$8.1M +$899K +9,338 +12%
DBT
838
Dubuque Bank & Trust
Iowa
$8.1M -$586K -6,088 -7%
VFA
839
Valeo Financial Advisors
Indiana
$8.07M -$1.14M -11,883 -12%
Wealth Enhancement Advisory Services
840
Wealth Enhancement Advisory Services
Minnesota
$8.06M +$1.46M +14,257 +22%
GWM
841
Geneos Wealth Management
Colorado
$8.03M +$189K +2,018 +2%
BRWA
842
B. Riley Wealth Advisors
Florida
$8.02M +$1.12M +11,699 +16%
PCM
843
Prana Capital Management
Connecticut
$8M -$5.56M -57,765 -41%
SAM
844
Strategy Asset Managers
California
$8M -$632K -6,565 -7%
TIM
845
Thompson Investment Management
Wisconsin
$7.99M -$47.9K -498 -0.6%
NEAM
846
New England Asset Management
Connecticut
$7.99M -$164K -1,700 -2%
WAM
847
Winslow Asset Management
Ohio
$7.99M -$208K -2,158 -3%
MWM
848
Meridian Wealth Management
Kentucky
$7.96M -$297K -3,085 -4%
TW
849
Transform Wealth
Colorado
$7.93M -$109K -1,137 -1%
H
850
HoyleCohen
California
$7.93M +$69.5K +722 +0.9%
32 33
34
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