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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 %
TCOT
926
Trust Company of Toledo
Ohio
$6.69M +$66.1K +687 +1%
LPT
927
Legacy Private Trust
Wisconsin
$6.67M -$908K -9,435 -12%
RWA
928
Ropes Wealth Advisors
Massachusetts
$6.65M -$2.7K -28 -0%
FA
929
Fagan Associates
New York
$6.6M -$132K -1,372 -2%
BS
930
Boenning & Scattergood
Pennsylvania
$6.6M +$508K +5,274 +8%
GAM
931
Griffin Asset Management
New York
$6.59M +$293K +3,047 +5%
AA
932
Apriem Advisors
California
$6.59M -$48.3K -502 -0.7%
VWA
933
Visionary Wealth Advisors
Illinois
$6.59M +$263K +2,729 +4%
AHC
934
Anderson Hoagland & Co
Missouri
$6.58M +$154K +1,637 +2%
FMBTD
935
First Midwest Bank Trust Division
Illinois
$6.57M -$13K -135 -0.2%
SLI
936
Sumitomo Life Insurance
Japan
$6.56M -$549K -5,698 -8%
JWM
937
JGP Wealth Management
Oregon
$6.51M +$250K +2,508 +4%
AF
938
Arrow Financial
New York
$6.51M -$116K -1,207 -2%
CAM
939
Close Asset Management
United Kingdom
$6.49M -$561K -5,833 -8%
PPSG
940
Princeton Portfolio Strategies Group
New Jersey
$6.49M -$99.7K -1,036 -2%
RWP
941
RWA Wealth Partners
Massachusetts
$6.47M -$205K -2,131 -3%
KWMG
942
King Wealth Management Group
Florida
$6.46M +$40.3K +419 +0.6%
NCM
943
Nelson Capital Management
California
$6.45M -$233K -2,421 -3%
TCM
944
Telos Capital Management
California
$6.45M +$413K +4,290 +7%
BOC
945
Barbara Oil Co
Illinois
$6.45M – – –
MMA
946
Miracle Mile Advisors
California
$6.43M -$1.8M -18,703 -22%
BBNA
947
Bremer Bank National Association
Minnesota
$6.43M -$111K -1,148 -2%
LNWWM
948
Laird Norton Wetherby Wealth Management
California
$6.43M -$47.8K -497 -0.7%
AIM
949
AMI Investment Management
Indiana
$6.41M -$140K -1,450 -2%
TCA
950
Transcend Capital Advisors
New Jersey
$6.41M +$1.76M +18,249 +38%
36 37
38
39 40