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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 %
SCP
901
Stamos Capital Partners
California
$7.22M +$2.5M +26,000 +53%
BII
902
Bainco International Investors
Massachusetts
$7.21M +$19.6K +204 +0.3%
SC
903
Skylands Capital
Wisconsin
$7.19M -$520K -5,400 -7%
SFA
904
Sequoia Financial Advisors
Ohio
$7.19M +$3.66M +37,990 +104%
ANTB
905
AMG National Trust Bank
Colorado
$7.16M -$91K -945 -1%
WIC
906
WealthBridge Investment Counsel
Alberta, Canada
$7.16M +$40.9K +425 +0.6%
FBC
907
Fairfield, Bush & Co
Connecticut
$7.14M +$326K +3,383 +5%
IAN
908
Integrated Advisors Network
Texas
$7.12M +$24.6K +256 +0.3%
HRC
909
Hoertkorn Richard Charles
$7.12M -$69.8K -725 -1%
PP
910
Prospector Partners
Connecticut
$7.08M +$1.86M +19,350 +36%
FTC
911
Farmers Trust Company
Ohio
$6.97M -$133K -1,382 -2%
BSW
912
Buckingham Strategic Wealth
Missouri
$6.97M +$2.83M +29,357 +68%
PL
913
Parkwood LLC
Ohio
$6.94M -$5.59M -33,718 -45%
CC
914
Cipher Capital
New York
$6.93M -$3.57M -37,086 -34%
RM
915
Resource Management
Louisiana
$6.93M +$32.3K +335 +0.5%
AAM
916
Autus Asset Management
Arizona
$6.92M -$19.7K -205 -0.3%
SAM
917
Security Asset Management
New York
$6.85M -$296K -3,072 -4%
Alyeska Investment Group
918
Alyeska Investment Group
Illinois
$6.84M +$6.84M +71,000 New
WCM
919
Whitener Capital Management
North Carolina
$6.83M +$219K +2,279 +3%
EWA
920
Exencial Wealth Advisors
Oklahoma
$6.83M +$4.98M +88,379 +269%
SGA
921
Strategic Global Advisors
California
$6.77M +$3.22M +33,418 +91%
EAM
922
EULAV Asset Management
Florida
$6.74M +$1.64M +17,000 +32%
LWM
923
Lyell Wealth Management
California
$6.74M -$38.6K -401 -0.6%
WAS
924
Wealth Advisory Solutions
Indiana
$6.71M +$1.4M +14,548 +26%
TRCT
925
Tower Research Capital (TRC)
New York
$6.69M -$2.46M -25,504 -27%
35 36
37
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