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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 %
CL
1301
CPWM LLC
Washington
$3.41M +$108K +1,121 +3%
WC
1302
Weil Company
California
$3.4M -$424K -4,405 -11%
SFI
1303
SPC Financial Inc
Maryland
$3.4M +$321K +3,330 +10%
CPIG
1304
Chicago Partners Investment Group
Illinois
$3.4M -$1.98M -19,101 -37%
GKFF
1305
George Kaiser Family Foundation
Oklahoma
$3.37M – – –
GD
1306
Grandfield & Dodd
New York
$3.37M +$24.1K +250 +0.7%
6CM
1307
683 Capital Management
New York
$3.37M – – –
WMSA
1308
Weiss Multi-Strategy Advisers
New York
$3.34M +$3.34M +34,676 New
CF
1309
Centaurus Financial
California
$3.34M -$251K -2,609 -7%
CI
1310
CX Institutional
Indiana
$3.34M +$415K +4,313 +14%
SP
1311
Symmetry Partners
Connecticut
$3.33M +$446K +4,633 +15%
SIA
1312
SeaBridge Investment Advisors
New Jersey
$3.33M -$35.7K -371 -1%
BSB
1313
Bangor Savings Bank
Maine
$3.32M +$532K +5,528 +19%
SBSB
1314
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.32M +$269K +2,795 +9%
AFA
1315
Abacus FCF Advisors
Florida
$3.31M +$495K +4,888 +18%
FA
1316
FMA Advisory
Pennsylvania
$3.28M +$89.1K +926 +3%
MHS
1317
M Holdings Securities
Oregon
$3.28M +$111K +1,155 +4%
TSWM
1318
Triangle Securities Wealth Management
North Carolina
$3.27M +$26.1K +271 +0.8%
PCM
1319
Penserra Capital Management
California
$3.27M +$936K +9,725 +40%
KJHP
1320
K.J. Harrison & Partners
Ontario, Canada
$3.27M -$4.82K -50 -0.1%
MPIA
1321
Mountain Pacific Investment Advisers
Idaho
$3.26M -$38.5K -400 -1%
SIC
1322
Sigma Investment Counselors
Michigan
$3.25M -$3M -31,162 -48%
OIM
1323
Opus Investment Management
Massachusetts
$3.25M – – –
LRPA
1324
L. Roy Papp & Associates
Arizona
$3.25M -$351K -3,650 -10%
BZWA
1325
Blue Zone Wealth Advisors
California
$3.25M -$588K -6,112 -15%
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