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 %
BA
1101
Ballast Advisors
Minnesota
$4.77M +$1.52M +15,793 +47%
RFM
1102
Royal Fund Management
Florida
$4.76M +$160K +1,659 +3%
GC
1103
Grimes & Company
Massachusetts
$4.75M +$243K +2,529 +5%
DDC
1104
DF Dent & Co
Maryland
$4.75M +$607K +6,306 +15%
PI
1105
PEAK6 Investments
Illinois
$4.74M +$4.74M +49,689 New
ACM
1106
Adalta Capital Management
New York
$4.74M +$121K +1,254 +3%
BPM
1107
Bowling Portfolio Management
Ohio
$4.74M +$1.74M +18,045 +58%
GIP
1108
Granite Investment Partners
California
$4.73M +$5.3K +55 +0.1%
PGIM
1109
Pacific Global Investment Management
California
$4.72M -$100K -1,041 -2%
GIM
1110
Goelzer Investment Management
Indiana
$4.72M -$58.5K -608 -1%
VFM
1111
Viking Fund Management
North Dakota
$4.72M – – –
VPI
1112
Value Partners Investments
Manitoba, Canada
$4.72M +$1.54M +15,973 +48%
MAFM
1113
Mid Atlantic Financial Management
Pennsylvania
$4.72M -$420K -3,591 -8%
MOS
1114
MGO One Seven
Ohio
$4.69M +$556K +5,774 +13%
AWM
1115
Altavista Wealth Management
North Carolina
$4.66M +$33.5K +348 +0.7%
IMRF
1116
Illinois Municipal Retirement Fund
Illinois
$4.66M +$3.19M +33,149 +217%
SA
1117
Strategic Advisors
New York
$4.66M -$342K -3,458 -7%
CG
1118
Cutler Group
California
$4.64M -$13.7M -142,664 -75%
CNBTD
1119
Citizens National Bank Trust Department
Mississippi
$4.64M – – –
IIM
1120
Ipswich Investment Management
Massachusetts
$4.64M -$418K -4,337 -8%
BCCM
1121
Bridge Creek Capital Management
Massachusetts
$4.63M +$127K +1,315 +3%
NMIFOAC
1122
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$4.61M – – –
BIM
1123
Baldwin Investment Management
Pennsylvania
$4.6M +$1.57M +16,315 +52%
AW
1124
ACG Wealth
Georgia
$4.58M -$221K -2,299 -5%
GIA
1125
Granite Investment Advisors
New Hampshire
$4.57M +$103K +1,072 +2%
43 44
45
46 47