JPM icon

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 %
BFEC
851
Benjamin F. Edwards & Company
Missouri
$7.92M -$302K -3,142 -4%
WF
852
WoodTrust Financial
Wisconsin
$7.91M +$437K +4,541 +6%
EH
853
Equitable Holdings
New York
$7.91M +$2.22M +23,035 +39%
JAM
854
JCIC Asset Management
Ontario, Canada
$7.91M +$57.4K +596 +0.7%
NSEDCP
855
NJ State Employees Deferred Compensation Plan
New Jersey
$7.89M – – –
ETC
856
Exchange Traded Concepts
Oklahoma
$7.89M +$4.43M +46,062 +128%
IIM
857
Intact Investment Management
Quebec, Canada
$7.88M +$741K +7,700 +10%
VDBMI
858
Van Den Berg Management I
Texas
$7.87M +$292K +3,031 +4%
VAS
859
Vestmark Advisory Solutions
Massachusetts
$7.84M +$362K +3,760 +5%
BFIM
860
Beese Fulmer Investment Management
Ohio
$7.83M -$127K -1,322 -2%
BFA
861
Bragg Financial Advisors
North Carolina
$7.81M +$149K +1,544 +2%
SVC
862
Strycker View Capital
New York
$7.79M +$7.79M +80,939 New
GP
863
Girard Partners
Pennsylvania
$7.78M -$136K -1,417 -2%
EVM
864
Evelyn V. Moreno
$7.74M +$85.2K +885 +1%
CF
865
CNA Financial
Illinois
$7.7M +$1.44M +15,000 +23%
FHB
866
First Hawaiian Bank
Hawaii
$7.69M +$526K +5,466 +7%
KRSITF
867
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.68M +$465K +4,828 +6%
FC
868
Ferris Capital
Massachusetts
$7.68M +$14.2K +147 +0.2%
RP
869
Rice Partnership
Hawaii
$7.62M +$386K +4,014 +5%
PCIA
870
Prime Capital Investment Advisors
Kansas
$7.6M +$2.02M +20,962 +36%
SHGA
871
Sand Hill Global Advisors
California
$7.6M +$125K +1,298 +2%
CCM
872
Compton Capital Management
Rhode Island
$7.57M -$26.4K -274 -0.3%
SW
873
SteelPeak Wealth
California
$7.54M +$413K +4,287 +6%
PTB
874
Pioneer Trust Bank
Oregon
$7.53M +$50.5K +525 +0.7%
WP
875
WealthPLAN Partners
Nebraska
$7.5M -$7.17M -63,266 -49%
33 34
35
36 37