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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 %
BIMC
1226
Benson Investment Management Company
Virginia
$3.88M +$3.37K +35 +0.1%
WIC
1227
Woodmont Investment Counsel
Tennessee
$3.87M +$46.4K +482 +1%
SW
1228
SlateStone Wealth
Florida
$3.86M +$92.4K +960 +2%
DWM
1229
Dakota Wealth Management
Florida
$3.86M -$1.3M -13,506 -25%
AC
1230
Abbrea Capital
California
$3.86M -$85.9K -892 -2%
CWM
1231
Concentric Wealth Management
California
$3.82M +$58.3K +606 +2%
S
1232
SignatureFD
Georgia
$3.81M +$567K +5,889 +17%
NB
1233
Northwest Bancshares
Pennsylvania
$3.79M +$583K +6,051 +18%
APP
1234
Avantax Planning Partners
Iowa
$3.78M +$92.9K +965 +3%
HCA
1235
Horan Capital Advisors
Ohio
$3.78M +$82.6K +858 +2%
FPS
1236
Fieldpoint Private Securities
Connecticut
$3.78M +$193K +2,010 +5%
NAS
1237
Nicolet Advisory Services
Wisconsin
$3.77M -$627K -6,508 -14%
DIP
1238
DT Investment Partners
Pennsylvania
$3.77M – – –
TA
1239
Tiedemann Advisors
New York
$3.77M +$11.6K +120 +0.3%
SAM
1240
Smithbridge Asset Management
Pennsylvania
$3.76M +$178K +1,850 +5%
BRWM
1241
B. Riley Wealth Management
Tennessee
$3.76M +$1.84M +19,091 +96%
PAI
1242
Pittenger & Anderson Inc
Nebraska
$3.76M -$112K -1,160 -3%
BP
1243
Ballentine Partners
Massachusetts
$3.74M -$300K -3,113 -7%
PRS
1244
Pinkerton Retirement Specialists
Idaho
$3.72M -$130K -1,349 -3%
HC
1245
HNP Capital
New York
$3.72M +$68.8K +668 +2%
TA
1246
TFG Advisers
Michigan
$3.72M +$150K +1,563 +4%
BCM
1247
Buckhead Capital Management
Georgia
$3.71M +$32.2K +335 +0.9%
HI
1248
Hoey Investments
Pennsylvania
$3.71M -$1.07M -11,134 -22%
BGC
1249
Birch Grove Capital
New York
$3.71M +$2.7M +28,000 +267%
SCM
1250
Silvant Capital Management
Georgia
$3.7M -$60.7K -630 -2%
48 49
50
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