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 %
ADL
1401
Asset Dedication LLC
California
$2.91M -$497K -5,171 -15%
FBT
1402
First Bankers Trust
Kentucky
$2.9M -$1.34M -13,870 -31%
AWM
1403
Avior Wealth Management
Nebraska
$2.89M -$185K -1,917 -6%
CIP
1404
Capital Insight Partners
Arizona
$2.89M +$24.8K +258 +0.9%
UM
1405
Ulysses Management
New York
$2.89M -$481K -5,000 -14%
AH
1406
Allen Holding
New York
$2.89M – – –
MFS
1407
Monetta Financial Services
Illinois
$2.89M – – –
BL
1408
Bleichroeder LP
New York
$2.89M – – –
C
1409
Chescapmanager
Maryland
$2.89M +$963K +10,000 +50%
TIA
1410
Tiemann Investment Advisors
California
$2.89M -$38.9K -404 -1%
IC
1411
Investment Counsel
Michigan
$2.89M -$35.6K -370 -1%
CWM
1412
Chesapeake Wealth Management
Virginia
$2.88M -$2.6K -27 -0.1%
MIAN
1413
Mariner Independent Advisor Network
Kansas
$2.87M -$234K -2,426 -8%
PAS
1414
Partnervest Advisory Services
California
$2.87M +$326K +3,384 +13%
IBOK
1415
Independence Bank of Kentucky
Kentucky
$2.86M -$2.5K -26 -0.1%
FCCM
1416
First City Capital Management
Georgia
$2.86M +$1.18M +11,775 +70%
SACTSONJ
1417
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.86M – – –
PAM
1418
Pegasus Asset Management
New York
$2.85M +$56.5K +587 +2%
WG
1419
Welch Group
Alabama
$2.83M +$243K +2,522 +9%
BCFS
1420
Butensky & Cohen Financial Security
Florida
$2.83M +$269K +2,797 +11%
HB
1421
Homrich & Berg
Georgia
$2.83M +$76.5K +795 +3%
ZIG
1422
Zuckerman Investment Group
Illinois
$2.83M -$42.6K -443 -1%
GWMIA
1423
Global Wealth Management Investment Advisory
Florida
$2.83M +$310K +3,221 +12%
JG
1424
Jefferies Group
New York
$2.82M -$2.56M -26,631 -48%
LI
1425
Lafayette Investments
Maryland
$2.81M -$105K -1,090 -4%
55 56
57
58 59