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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 %
KOCAA
876
Knights of Columbus Asset Advisors
Connecticut
$7.5M -$731K -7,596 -9%
PPCM
877
Pillar Pacific Capital Management
California
$7.46M +$209K +2,170 +3%
CA
878
CapWealth Advisors
Tennessee
$7.45M +$230K +2,392 +3%
AJ
879
Ashburton (Jersey)
Jersey
$7.45M – – –
MIC
880
Means Investment Company
Maine
$7.44M +$557K +5,413 +8%
MAM
881
Meeder Asset Management
Ohio
$7.43M -$8.39M -87,188 -53%
JWBC
882
J.W. Burns & Co
New York
$7.39M -$12.9K -134 -0.2%
AC
883
Addenda Capital
Quebec, Canada
$7.37M -$244K -2,530 -3%
CM
884
Churchill Management
California
$7.35M +$7.35M +76,304 New
CCG
885
Cypress Capital Group
Florida
$7.35M -$834K -8,659 -10%
CAM
886
Cypress Asset Management
Texas
$7.34M -$99.4K -1,033 -1%
IEFM
887
IQ EQ Fund Management
Ireland
$7.32M -$72.9K -757 -1%
AAM
888
AR Asset Management
California
$7.29M -$270K -2,803 -4%
PAIM
889
Punch & Associates Investment Management
Minnesota
$7.29M -$99.6K -1,035 -1%
KHLMTHM
890
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.29M – – –
RIM
891
Redpoint Investment Management
Australia
$7.28M -$11M -114,379 -60%
PI
892
Pettee Investors
Connecticut
$7.28M -$38.5K -400 -0.5%
ECM
893
Everence Capital Management
Indiana
$7.26M -$384K -3,990 -5%
BCMO
894
Buckingham Capital Management (Ohio)
Ohio
$7.25M +$140K +1,459 +2%
WSCM
895
Wellington Shields Capital Management
New York
$7.25M -$290K -3,011 -4%
BONST
896
Bank of Nova Scotia Trust
Ontario, Canada
$7.24M -$216K -2,240 -3%
GL
897
Graypoint LLC
New York
$7.23M -$164K -1,703 -2%
PA
898
Profund Advisors
Maryland
$7.23M -$39.9K -414 -0.5%
MP
899
MSD Partners
New York
$7.22M – – –
NC
900
Naman Capital
Brazil
$7.22M – – –
34 35
36
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