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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 %
GH
951
GAM Holding
Switzerland
$6.4M +$4.62K +48 +0.1%
SWM
952
Stockman Wealth Management
Montana
$6.39M +$679K +7,055 +12%
HAI
953
Hennessy Advisors Inc
California
$6.38M +$780K +8,100 +14%
FPCG
954
Fort Pitt Capital Group
Pennsylvania
$6.38M -$1.85M -19,245 -22%
LCM
955
Laurion Capital Management
New York
$6.38M +$3.41M +35,458 +115%
CFG
956
Citizens Financial Group
Rhode Island
$6.37M -$9.54M -98,785 -60%
HFS
957
Hantz Financial Services
Michigan
$6.35M -$246K -2,558 -4%
BFO
958
Boston Family Office
Massachusetts
$6.34M +$13.7K +142 +0.2%
PAG
959
Private Advisory Group
Washington
$6.3M -$26.6K -276 -0.4%
BAM
960
Boyar Asset Management
New York
$6.29M +$98.5K +1,023 +2%
PCA
961
Private Capital Advisors
Connecticut
$6.25M -$43.8K -455 -0.7%
VAS
962
Valicenti Advisory Services
New York
$6.23M +$65.3K +678 +1%
MYLI
963
Meiji Yasuda Life Insurance
Japan
$6.22M -$307K -3,186 -5%
CNB
964
Camden National Bank
Maine
$6.21M +$112K +1,164 +2%
ST
965
Spinnaker Trust
Maine
$6.19M +$399K +4,146 +7%
HBT
966
Hills Bank & Trust
Iowa
$6.18M -$76.8K -798 -1%
SIC
967
SFE Investment Counsel
California
$6.18M +$1.63M +16,922 +36%
ACA
968
Aptus Capital Advisors
Alabama
$6.18M +$525K +5,452 +9%
OSNBOA
969
Old Second National Bank of Aurora
Illinois
$6.18M -$54.9K -570 -0.9%
KA
970
KLCM Advisors
Wisconsin
$6.16M -$11.5K -119 -0.2%
NG
971
NatWest Group
United Kingdom
$6.15M -$112K -1,168 -2%
APA
972
American Portfolios Advisors
New York
$6.15M -$6.26K -65 -0.1%
AFM
973
Andesa Financial Management
Pennsylvania
$6.11M +$2.68M +27,836 +78%
VI
974
Vestcor Inc
New Brunswick, Canada
$6.09M -$191K -1,989 -3%
HFM
975
Hartford Financial Management
Connecticut
$6.08M +$57K +592 +0.9%
37 38
39
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