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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 %
UF
1176
Univest Financial
Pennsylvania
$4.14M -$57.2K -594 -1%
CIG
1177
Consolidated Investment Group
Colorado
$4.14M – – –
OIA
1178
OneDigital Investment Advisors
Kansas
$4.14M -$526K -5,455 -11%
WPP
1179
Whalerock Point Partners
Rhode Island
$4.13M -$38.6M -38,566 -90%
KCM
1180
Kornitzer Capital Management
Kansas
$4.13M -$72.2K -750 -2%
HCA
1181
Harbour Capital Advisors
Virginia
$4.13M +$163K +1,697 +4%
AA
1182
Argent Advisors
Louisiana
$4.13M -$349K -3,621 -8%
RCM
1183
Ratan Capital Management
Florida
$4.13M +$4.13M +42,848 New
AMM
1184
American Money Management
California
$4.12M -$260K -2,696 -6%
HIP
1185
Harrell Investment Partners
Texas
$4.11M -$298K -3,101 -7%
PWS
1186
Peloton Wealth Strategists
Indiana
$4.1M +$259K +2,693 +7%
ANBT
1187
American National Bank & Trust
Texas
$4.1M +$72.8K +756 +2%
CIC
1188
Cornercap Investment Counsel
Georgia
$4.09M -$28.2K -293 -0.7%
MBTD
1189
Mechanics Bank - Trust Department
California
$4.09M +$10.5K +109 +0.3%
AAF
1190
Andra AP-fonden
Sweden
$4.08M -$308K -3,200 -7%
SFA
1191
Souders Financial Advisors
Ohio
$4.08M -$18.5K -159 -0.5%
CSPIA
1192
Cary Street Partners Investment Advisory
Virginia
$4.07M +$3.67M +38,099 +908%
DWM
1193
Dorchester Wealth Management
Quebec, Canada
$4.07M +$3.85K +40 +0.1%
FMTC
1194
Farmers & Merchants Trust Company
California
$4.07M -$963 -10 -0%
IA
1195
Icon Advisers
Colorado
$4.05M -$1.99M -20,700 -33%
BWAM
1196
Boyd Watterson Asset Management
Ohio
$4.05M +$820K +8,516 +25%
BA
1197
Bristlecone Advisors
Washington
$4.04M +$106K +1,104 +3%
WCA
1198
Westover Capital Advisors
Delaware
$4.04M -$46.8K -486 -1%
CCT
1199
Chemung Canal Trust
New York
$4.03M -$4.81M -49,939 -54%
OCM
1200
One Capital Management
California
$4.03M +$213K +2,215 +6%
46 47
48
49 50