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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 %
SIMM
1276
Stillwater Investment Management (Minnesota)
Minnesota
$3.56M +$127K +1,323 +4%
BG
1277
Berry Group
Massachusetts
$3.56M +$156K +1,618 +5%
EWM
1278
Empirical Wealth Management
Washington
$3.55M +$2.83M +29,382 +395%
BA
1279
Baugh & Associates
Georgia
$3.54M -$35.6K -370 -1%
DPIM
1280
Duff & Phelps Investment Management
Illinois
$3.53M – – –
SMFG
1281
Sumitomo Mitsui Financial Group
Japan
$3.53M +$432K +4,488 +14%
MBT
1282
Montecito Bank & Trust
California
$3.51M +$498K +5,169 +17%
GAG
1283
GM Advisory Group
New York
$3.51M +$102K +1,062 +3%
BIP
1284
Brandes Investment Partners
California
$3.5M -$1.08M -11,260 -24%
IWC
1285
Integrated Wealth Concepts
Massachusetts
$3.5M +$316K +3,282 +10%
AAS
1286
Annex Advisory Services
Wisconsin
$3.49M +$142K +1,471 +4%
TW
1287
TrinityPoint Wealth
Connecticut
$3.48M +$192K +1,998 +6%
ACM
1288
Alta Capital Management
Utah
$3.47M -$2.4M -24,947 -41%
HW
1289
Hedeker Wealth
Illinois
$3.47M -$573K -5,948 -14%
VRM
1290
Vectors Research Management
New York
$3.47M +$71K +736 +2%
MCP
1291
Mirador Capital Partners
California
$3.47M +$84.4K +877 +2%
MSWM
1292
Mader & Shannon Wealth Management
Missouri
$3.47M +$60.1K +624 +2%
BPA
1293
Beacon Pointe Advisors
California
$3.46M -$817K -8,485 -19%
OLA
1294
Oliver Luxxe Assets
New Jersey
$3.46M +$411K +4,264 +13%
CNC
1295
Citizens & Northern Corp
Pennsylvania
$3.44M -$109K -1,130 -3%
CP
1296
Corbenic Partners
Pennsylvania
$3.43M +$171K +1,774 +5%
BP
1297
BBR Partners
New York
$3.42M +$9.72K +101 +0.3%
TB
1298
Terril Brothers
Missouri
$3.42M – – –
CSM
1299
CAMG Solamere Management
North Carolina
$3.42M -$90.7K -942 -3%
EGA
1300
E&G Advisors
Texas
$3.41M +$48.4K +503 +1%
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