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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 %
HT
1126
HighTower Trust
Texas
$4.56M +$9.24K +96 +0.2%
MCP
1127
Martin Capital Partners
Oregon
$4.53M +$334K +3,472 +8%
FFG
1128
Frisch Financial Group
New York
$4.52M +$51.7K +537 +1%
WAM
1129
Wealthspire Advisors (Maryland)
Maryland
$4.51M +$277K +2,877 +7%
SAM
1130
Sompo Asset Management
Japan
$4.5M +$145K +1,510 +3%
PPW
1131
Parcion Private Wealth
Washington
$4.49M +$894K +9,129 +25%
HIA
1132
Harbor Investment Advisory
Maryland
$4.49M -$101K -1,049 -2%
ECM
1133
EagleClaw Capital Management
Massachusetts
$4.49M – – –
PAM
1134
Palisade Asset Management
Minnesota
$4.48M +$3.06M +31,815 +216%
WSC
1135
Wellington Shields & Co
New York
$4.48M +$2.89K +30 +0.1%
HC
1136
Hendley & Co
Ohio
$4.48M -$102K -1,059 -2%
RC
1137
Roundview Capital
New Jersey
$4.46M -$66.2K -688 -1%
APSI
1138
Asset Planning Services Inc
Louisiana
$4.46M +$106K +1,100 +2%
TCBWMS
1139
Texas Capital Bank Wealth Management Services
Texas
$4.43M +$1.77M +18,410 +67%
RC
1140
RBF Capital
California
$4.43M – – –
TCM
1141
Traynor Capital Management
Pennsylvania
$4.42M +$60.2K +580 +1%
VWM
1142
Valley Wealth Managers
New Jersey
$4.42M -$267K -2,773 -6%
SNT
1143
Security National Trust
West Virginia
$4.41M +$30.8K +320 +0.7%
LSPW
1144
Lake Street Private Wealth
Illinois
$4.4M -$60.5K -628 -1%
LA
1145
Lynch & Associates
Indiana
$4.39M -$12.5K -130 -0.3%
GVAG
1146
Great Valley Advisor Group
Delaware
$4.39M +$8.86K +92 +0.2%
HCM
1147
HGI Capital Management
New York
$4.38M +$851K +8,841 +24%
CCM
1148
Coldstream Capital Management
Washington
$4.37M -$104K -1,077 -2%
BFG
1149
Beacon Financial Group
Texas
$4.36M +$27.2K +282 +0.6%
AWM
1150
Avitas Wealth Management
California
$4.35M +$34.1K +354 +0.8%
44 45
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