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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 %
FLI
1326
Family Legacy Inc
South Carolina
$3.25M +$102K +1,059 +3%
FI
1327
FormulaFolio Investments
Michigan
$3.24M +$481K +4,998 +17%
LFA
1328
Legacy Financial Advisors
Kentucky
$3.23M +$26.1K +271 +0.8%
CG
1329
Caprock Group
Idaho
$3.23M +$99.9K +1,038 +3%
KPW
1330
Kore Private Wealth
New York
$3.23M -$315K -3,269 -9%
BKA
1331
Brick & Kyle Associates
Pennsylvania
$3.21M +$20.5K +215 +0.6%
KWM
1332
Keebeck Wealth Management
Illinois
$3.18M +$130K +1,352 +4%
WPW
1333
Waldron Private Wealth
Pennsylvania
$3.18M +$176K +1,833 +6%
WBC
1334
West Branch Capital
Massachusetts
$3.18M -$69.1K -718 -2%
CAL
1335
Capital Analysts LLC
Pennsylvania
$3.18M +$156K +1,618 +5%
SFP
1336
Shepherd Financial Partners
Massachusetts
$3.17M +$44.9K +466 +1%
TCM
1337
Teza Capital Management
Illinois
$3.16M +$2.48M +25,742 +363%
WEC
1338
Winslow Evans & Crocker
Massachusetts
$3.16M +$20K +208 +0.6%
SIM
1339
Seaview Investment Managers
Florida
$3.15M +$3.15M +32,136 New
JIC
1340
Joel Isaacson & Co
New York
$3.15M -$73.8K -766 -2%
MSAM
1341
Moloney Securities Asset Management
Missouri
$3.14M +$309K +3,208 +11%
QSS
1342
Quantitative Systematic Strategies
Florida
$3.13M +$476K +4,942 +18%
KCM
1343
Karp Capital Management
California
$3.12M -$911K -9,463 -23%
CAM
1344
Chou Associates Management
Ontario, Canada
$3.12M – – –
AIC
1345
Argus Investors Counsel
New York
$3.12M +$332K +3,450 +12%
CCA
1346
Checchi Capital Advisers
California
$3.11M -$165K -1,712 -5%
SCM
1347
SOL Capital Management
Maryland
$3.11M +$937K +9,730 +43%
FCFC
1348
First Commonwealth Financial Corp
Pennsylvania
$3.11M +$36.9K +383 +1%
CPC
1349
Congress Park Capital
New York
$3.09M -$198K -2,062 -6%
DCM
1350
Delta Capital Management
New Jersey
$3.09M -$60.6K -630 -2%
52 53
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