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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 %
TPWA
1376
TRUE Private Wealth Advisors
Oregon
$3.01M +$81.8K +850 +3%
LC
1377
Lincoln Capital
Nebraska
$3.01M -$36.9K -383 -1%
MMPW
1378
Mitchell McLeod Pugh & Williams
Alabama
$3M +$40.1K +417 +1%
BW
1379
Bison Wealth
Georgia
$2.99M -$91.7K -952 -3%
OIA
1380
Optimum Investment Advisors
Illinois
$2.99M -$32.4K -336 -1%
AC
1381
Addison Capital
Pennsylvania
$2.99M -$24.5K -254 -0.8%
HL
1382
HeadInvest LLC
Maine
$2.98M +$205K +2,127 +7%
ODCM
1383
Old Dominion Capital Management
Virginia
$2.97M +$74.8K +777 +3%
IWM
1384
IHT Wealth Management
Illinois
$2.97M -$206K -2,137 -6%
HPIA
1385
Hamilton Point Investment Advisors
North Carolina
$2.97M +$36K +374 +1%
BO
1386
Bank OZK
Arkansas
$2.95M +$203K +2,111 +7%
JFGIW
1387
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.94M +$8.57K +89 +0.3%
CCI
1388
Credit Capital Investments
New Jersey
$2.94M – – –
HIS
1389
Horizon Investment Services
Indiana
$2.93M +$3.56K +37 +0.1%
ST
1390
Smithfield Trust
Pennsylvania
$2.93M +$95.9K +996 +3%
PMG
1391
ProVise Management Group
Florida
$2.93M -$97.1K -1,009 -3%
PG
1392
Patten Group
Tennessee
$2.92M +$19.5K +203 +0.7%
GRP
1393
Global Retirement Partners
California
$2.92M +$84.6K +879 +3%
SCM
1394
Salem Capital Management
Massachusetts
$2.92M -$212K -2,203 -7%
OPPTF
1395
OPSEU Pension Plan Trust Fund
Ontario, Canada
$2.92M +$206K +2,137 +8%
PP
1396
Pegasus Partners
Wisconsin
$2.92M -$199K -2,072 -6%
HCM
1397
Harvey Capital Management
Florida
$2.92M – – –
RDWM
1398
Red Door Wealth Management
Tennessee
$2.92M +$32.3K +335 +1%
PAM
1399
Paradigm Asset Management
New York
$2.91M -$481K -5,000 -14%
IAMOG
1400
Investors Asset Management of Georgia
Georgia
$2.91M -$1.44K -15 -0%
54 55
56
57 58