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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 %
SBF
1076
Sara-Bay Financial
Florida
$4.97M -$9.05K -94 -0.2%
PWM
1077
Perigon Wealth Management
California
$4.96M +$14.5K +151 +0.3%
CCP
1078
Cunning Capital Partners
North Carolina
$4.95M – – –
BCA
1079
Bray Capital Advisors
Florida
$4.95M +$3.85K +40 +0.1%
SC
1080
Schulhoff & Co
Ohio
$4.95M +$62.1K +645 +1%
CBN
1081
Cadence Bank NA
Texas
$4.93M -$34.8K -362 -0.7%
VFA
1082
Voya Financial Advisors
Connecticut
$4.93M -$14.7K -154 -0.3%
CCMINC
1083
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.92M +$35.1K +365 +0.7%
AIA
1084
AGF Investments America
Ontario, Canada
$4.92M +$59.6K +619 +1%
SFS
1085
Strategic Financial Services
New York
$4.9M -$632K -6,563 -11%
GT
1086
Greenleaf Trust
Michigan
$4.9M +$321K +3,336 +7%
CCP
1087
Cardan Capital Partners
Colorado
$4.89M +$265K +2,750 +6%
RWA
1088
River Wealth Advisors
Pennsylvania
$4.89M +$100K +1,042 +2%
GJIC
1089
Gamble Jones Investment Counsel
California
$4.88M -$131K -1,361 -3%
DSC
1090
Duncker Streett & Co
Missouri
$4.88M +$29.4K +305 +0.6%
IC
1091
Intersect Capital
California
$4.87M +$283K +2,944 +6%
DWT
1092
Dorsey & Whitney Trust
South Dakota
$4.87M -$492K -5,116 -9%
HI
1093
Horizon Investments
North Carolina
$4.87M -$1.95M -20,431 -29%
CFA
1094
Capstone Financial Advisors
Illinois
$4.86M +$96 +1 +0%
EP
1095
Eudaimonia Partners
Tennessee
$4.85M +$1.84M +19,145 +61%
SCA
1096
Snowden Capital Advisors
New York
$4.85M +$726K +7,543 +18%
QF
1097
QVT Financial
New York
$4.84M – – –
PL
1098
Parthenon LLC
Kentucky
$4.82M +$12.5K +130 +0.3%
PA
1099
Perennial Advisors
New York
$4.82M +$116K +1,201 +2%
SIM
1100
Sonora Investment Management
Arizona
$4.82M +$2.88M +29,889 +148%
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