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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 %
WC
1051
Woodstock Corp
Massachusetts
$5.2M +$586K +6,089 +13%
TI
1052
tru Independence
Oregon
$5.18M -$820K -8,520 -14%
ECM
1053
Exchange Capital Management
Michigan
$5.17M +$32.6K +339 +0.6%
CS
1054
Comerica Securities
Michigan
$5.15M +$1.42M +14,724 +38%
NPT
1055
Nixon Peabody Trust
Massachusetts
$5.14M +$134K +1,389 +3%
RCM
1056
Radnor Capital Management
Pennsylvania
$5.14M +$356K +3,702 +7%
PGAM
1057
Princeton Global Asset Management
New Jersey
$5.12M -$819K -8,510 -14%
HWM
1058
Hohimer Wealth Management
Washington
$5.12M +$1.67M +16,699 +48%
BFPW
1059
BOK Financial Private Wealth
Colorado
$5.11M -$380K -3,950 -7%
SBL
1060
Sargent Bickham Lagudis
Colorado
$5.1M +$91.6K +951 +2%
WIM
1061
Wittenberg Investment Management
Massachusetts
$5.1M – – –
AIA
1062
Allied Investment Advisors
Montana
$5.09M +$85.2K +885 +2%
GG
1063
Greenwood Gearhart
Arkansas
$5.09M +$74K +769 +1%
IPGDR
1064
Investidor Profissional Gestao de Recursos
Brazil
$5.08M +$3.49M +36,218 +219%
AWM
1065
Altium Wealth Management
New York
$5.06M -$127K -1,315 -2%
SSG
1066
Summit Securities Group
New York
$5.05M +$396K +4,117 +9%
SCA
1067
Spearhead Capital Advisors
Florida
$5.03M +$128K +1,325 +3%
SFO
1068
Stokes Family Office
Louisiana
$5.02M -$240K -2,491 -5%
MUAMU
1069
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.01M +$1.93M +20,000 +63%
6M
1070
6 Meridian
Kansas
$5.01M +$931K +9,667 +23%
AWP
1071
Ascent Wealth Partners
New York
$4.99M +$95.8K +995 +2%
IMOV
1072
Investment Management of Virginia
Virginia
$4.99M -$225K -2,342 -4%
BCM
1073
Brookstone Capital Management
Illinois
$4.99M +$862K +8,952 +21%
GCM
1074
Garland Capital Management
Washington
$4.99M -$21.7K -225 -0.4%
TC
1075
TownSquare Capital
Utah
$4.97M +$102K +1,042 +2%
41 42
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