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 %
BOH
976
Bank of Hawaii
Hawaii
$6.08M -$779K -8,095 -11%
Verition Fund Management
977
Verition Fund Management
Connecticut
$6.06M -$5.7M -59,221 -48%
WTFG
978
Wells Trecaso Financial Group
Ohio
$6.06M +$42.2K +438 +0.7%
HT
979
Heritage Trust
Oklahoma
$6.05M -$24.3K -252 -0.4%
TF
980
Tompkins Financial
New York
$6.04M +$98.1K +1,019 +2%
GIA
981
GHP Investment Advisors
Colorado
$6.04M +$7.03K +73 +0.1%
SWM
982
Segment Wealth Management
Texas
$6.03M +$266K +2,764 +5%
Cetera Investment Advisers
983
Cetera Investment Advisers
Illinois
$6M +$2.6K +27 +0%
TWMP
984
Taylor Wealth Management Partners
Massachusetts
$5.99M +$68.6K +713 +1%
WKWM
985
Walter & Keenan Wealth Management
Indiana
$5.97M -$79.7K -828 -1%
BFIC
986
Bedell Frazier Investment Counselling
California
$5.97M +$5.7M +59,196 +2,113%
SEIA
987
Signature Estate & Investment Advisors
California
$5.96M +$670K +6,958 +13%
MRCM
988
M&R Capital Management
New Jersey
$5.92M +$61.2K +636 +1%
LNC
989
Lincoln National Corp
Pennsylvania
$5.92M +$18.5K +192 +0.3%
WCM
990
Windward Capital Management
California
$5.91M -$57.2K -594 -1%
VCA
991
Verdence Capital Advisors
Maryland
$5.9M +$94.6K +983 +2%
PWW
992
Pettyjohn Wood & White
Virginia
$5.9M -$74.6K -775 -1%
III
993
Independent Investors Inc
New York
$5.89M – – –
AL
994
Aspiriant LLC
California
$5.89M +$3.71M +38,510 +170%
LFAS
995
Level Four Advisory Services
Texas
$5.85M -$536K -5,566 -8%
AT
996
Arden Trust
Delaware
$5.83M -$24.5K -254 -0.4%
IA
997
IFP Advisors
Florida
$5.83M +$169K +1,749 +3%
PAS
998
Park Avenue Securities
New York
$5.82M +$948K +9,850 +19%
CC
999
Chicago Capital
Illinois
$5.8M +$3.37K +35 +0.1%
PT
1000
Plimoth Trust
Massachusetts
$5.8M +$95.4K +991 +2%
38 39
40
41 42