JPM icon

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 %
TBNY
1351
Trustco Bank (New York)
New York
$3.09M -$48.1K -500 -2%
BFC
1352
Bedel Financial Consulting
Indiana
$3.08M +$5.1K +53 +0.2%
SAM
1353
Sawgrass Asset Management
Florida
$3.08M – – –
GCM
1354
Gables Capital Management
Florida
$3.07M +$48.6K +505 +2%
WPA
1355
Winning Points Advisors
Florida
$3.07M +$45.8K +478 +2%
PTP
1356
Platform Technology Partners
New York
$3.07M +$45.9K +477 +2%
FFN
1357
Focus Financial Network
Minnesota
$3.06M +$114K +1,181 +4%
RWB
1358
RMR Wealth Builders
New Jersey
$3.06M +$1.37M +14,279 +81%
EBT
1359
Enterprise Bank & Trust
Massachusetts
$3.06M -$119K -1,231 -4%
Arrowstreet Capital
1360
Arrowstreet Capital
Massachusetts
$3.06M -$127M -1,317,141 -98%
NEIRG
1361
New England Investment & Retirement Group
Massachusetts
$3.05M +$216K +2,248 +8%
CMTU
1362
Capital Markets Trading (UK)
United Kingdom
$3.05M +$139K +1,394 +5%
BBWA
1363
Bell & Brown Wealth Advisors
California
$3.04M +$217K +2,159 +8%
CCM
1364
CAAS Capital Management
New York
$3.04M +$1.21M +12,600 +66%
EFSCE
1365
Enterprise Financial Services Corp (EFSC)
Missouri
$3.04M -$429K -4,456 -12%
HI
1366
Hudock Inc
Pennsylvania
$3.04M +$642K +6,669 +27%
HCM
1367
Hillman Capital Management
Maryland
$3.03M – – –
BCM
1368
Brookmont Capital Management
Texas
$3.03M +$52.6K +546 +2%
SA
1369
SRH Advisors
Kansas
$3.03M -$10K -104 -0.3%
SS
1370
Sunbelt Securities
Texas
$3.02M -$65.2K -677 -2%
CT
1371
Chicago Trust
Illinois
$3.02M -$40.9K -425 -1%
NPP
1372
New Potomac Partners
Maryland
$3.02M +$951K +9,880 +46%
BWA
1373
BDO Wealth Advisors
Florida
$3.01M -$43.5K -452 -1%
SWM
1374
SeaCrest Wealth Management
New York
$3.01M -$35.6K -370 -1%
CHC
1375
City Holding Co
West Virginia
$3.01M +$252K +2,613 +9%
53 54
55
56 57