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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 %
FIB
1151
First Interstate Bank
Montana
$4.34M -$1.08M -11,227 -20%
CHAM
1152
Clear Harbor Asset Management
Connecticut
$4.34M -$303K -3,149 -7%
FB
1153
Fulton Bank
Pennsylvania
$4.34M +$374K +3,883 +9%
LWCFA
1154
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.33M -$417K -4,331 -9%
EH
1155
Employers Holdings
Nevada
$4.31M -$1.17M -12,201 -21%
CAM
1156
Columbia Asset Management
Michigan
$4.31M +$225K +2,341 +6%
GIA
1157
Guyasuta Investment Advisors
Pennsylvania
$4.3M +$761K +7,906 +21%
CCM
1158
CWH Capital Management
Washington
$4.29M -$82.5K -857 -2%
EFS
1159
Essex Financial Services
Connecticut
$4.29M +$895K +9,301 +26%
BAM
1160
Belpointe Asset Management
Nevada
$4.29M +$478K +5,459 +13%
SVWAG
1161
Sound View Wealth Advisors Group
Georgia
$4.28M -$366K -3,798 -8%
ACM
1162
Argyle Capital Management
Pennsylvania
$4.27M -$51.3K -533 -1%
RIA
1163
RPG Investment Advisory
California
$4.26M +$31.1K +323 +0.7%
PA
1164
Parallel Advisors
California
$4.26M +$1.73K +18 +0%
LFDLE
1165
La Financiere de L'Echiquier
France
$4.24M +$866K +9,000 +26%
PCM
1166
Pentwater Capital Management
Florida
$4.24M +$3.66M +38,000 +633%
SIP
1167
Stoneridge Investment Partners
Pennsylvania
$4.23M -$1.64M -17,027 -28%
BB
1168
Berkshire Bank
Massachusetts
$4.2M +$4.2M +43,608 New
KLCM
1169
KG&L Capital Management
Louisiana
$4.19M +$908K +9,430 +28%
SAM
1170
Selway Asset Management
$4.18M +$21.7K +225 +0.5%
IB
1171
Intrust Bank
Kansas
$4.18M -$45.2K -469 -1%
SFG
1172
SevenBridge Financial Group
Pennsylvania
$4.17M -$165K -1,715 -4%
LA
1173
LVW Advisors
New York
$4.17M -$52.9K -549 -1%
BDWM
1174
Brewin Dolphin Wealth Management
Ireland
$4.16M +$42.1K +437 +1%
ACP
1175
Aviance Capital Partners
Florida
$4.14M -$158K -1,642 -4%
45 46
47
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