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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 %
IFAM
1251
Institutional & Family Asset Management
Colorado
$3.7M -$465K -4,826 -11%
AOWM
1252
Alpha Omega Wealth Management
Virginia
$3.7M +$140K +1,459 +4%
AAMA
1253
Advanced Asset Management Advisors
Ohio
$3.68M +$193 +2 +0%
OFG
1254
Oxford Financial Group
Indiana
$3.68M +$112K +1,159 +3%
CCM
1255
Copeland Capital Management
Pennsylvania
$3.68M -$5.87K -61 -0.2%
PJSIMP
1256
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.68M -$246K -2,477 -6%
MC
1257
MRJ Capital
New York
$3.67M -$250K -2,600 -6%
BO
1258
BRR OpCo
Ohio
$3.66M -$203K -2,107 -5%
PWP
1259
Principle Wealth Partners
Connecticut
$3.65M +$79.4K +825 +2%
RMSCM
1260
R.M. Sincerbeaux Capital Management
New York
$3.65M – – –
CWM
1261
Chronos Wealth Management
Florida
$3.64M +$121K +1,259 +3%
LOPW
1262
Live Oak Private Wealth
North Carolina
$3.64M +$94.6K +983 +3%
CSA
1263
Cottage Street Advisors
Massachusetts
$3.64M -$121K -1,257 -3%
LBC
1264
Lawrence B. Cohen
$3.64M +$93K +966 +3%
KA
1265
Kintegral Advisory
New York
$3.63M -$117K -1,215 -3%
EM
1266
Excalibur Management
Massachusetts
$3.61M -$284K -2,949 -7%
CBTWT
1267
Community Bank & Trust (Waco, Texas)
Texas
$3.61M +$220K +2,288 +7%
WIC
1268
Whitegate Investment Counselors
New Hampshire
$3.59M +$214K +2,220 +6%
MM
1269
Meridian Management
Arkansas
$3.59M +$442K +4,590 +14%
GCM
1270
Gibraltar Capital Management
Oklahoma
$3.58M +$234K +2,434 +7%
LPIC
1271
LeJeune Puetz Investment Counsel
Michigan
$3.58M +$217K +2,250 +6%
S
1272
Surevest
California
$3.57M +$818K +8,494 +30%
IWP
1273
Icon Wealth Partners
Texas
$3.57M +$1.7M +17,635 +91%
AF
1274
Advisornet Financial
Minnesota
$3.56M +$166K +1,729 +5%
CIP
1275
Convergence Investment Partners
Florida
$3.56M -$223K -2,321 -6%
49 50
51
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