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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 %
SMH
1201
Sanders Morris Harris
Texas
$4.03M +$4.03M +41,511 New
AFM
1202
Abbot Financial Management
Massachusetts
$4.02M +$31.2K +324 +0.8%
RAM
1203
Redmond Asset Management
Virginia
$4.02M -$113K -1,173 -3%
ECM
1204
Elgethun Capital Management
South Dakota
$4.02M -$72.8K -755 -2%
BC
1205
Brookfield Corp
Ontario, Canada
$4.02M +$341K +3,545 +9%
FFA
1206
Fragasso Financial Advisors
Pennsylvania
$4.01M +$137K +1,421 +4%
ACM
1207
Alpha Capital Management
Texas
$4M +$79.1K +822 +2%
MFG
1208
MidWestOne Financial Group
Iowa
$4M +$2.56M +26,623 +178%
FSA
1209
Fort Sheridan Advisors
Illinois
$4M +$163K +1,691 +4%
SCP
1210
Shorepoint Capital Partners
Massachusetts
$3.98M +$16.2K +168 +0.4%
HCM
1211
Howland Capital Management
Massachusetts
$3.98M +$19.7K +205 +0.5%
NAM
1212
NorthCoast Asset Management
Connecticut
$3.98M -$719K -7,463 -15%
WPIC
1213
White Pine Investment Company
Michigan
$3.96M -$53.4K -555 -1%
VST
1214
Van Strum & Towne
California
$3.96M +$113K +1,175 +3%
MWM
1215
Marietta Wealth Management
Georgia
$3.95M +$87.6K +910 +2%
SIM
1216
Stratos Investment Management
Ohio
$3.95M +$487K +5,058 +14%
LCC
1217
Lincoln Capital Corp
Rhode Island
$3.94M -$9.24K -96 -0.2%
BEAM
1218
Baker Ellis Asset Management
Washington
$3.94M +$157K +1,632 +4%
PSP
1219
Principal Street Partners
Tennessee
$3.93M +$229K +2,384 +6%
AAM
1220
Augustine Asset Management
Florida
$3.92M -$186K -1,936 -5%
UTC
1221
Unified Trust Company
Kentucky
$3.91M -$117K -1,211 -3%
ST
1222
Somerset Trust
Pennsylvania
$3.9M +$19.5K +203 +0.5%
UBPAM
1223
Union Bancaire Privee Asset Management
New York
$3.9M -$20.5M -33,993 -84%
COI
1224
Connable Office Inc
Michigan
$3.9M +$447K +4,641 +13%
SC
1225
Savant Capital
Illinois
$3.89M -$66.8K -694 -2%
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