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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 %
VMPIC
1426
Varma Mutual Pension Insurance Co
Finland
$2.81M +$630K +6,545 +29%
OSIA
1427
O'Shares Investment Advisers
Massachusetts
$2.81M +$826K +8,575 +42%
NIA
1428
Northstar Investment Advisors
Colorado
$2.8M -$530K -5,502 -16%
TWA
1429
TCI Wealth Advisors
Arizona
$2.8M -$10K -104 -0.4%
MPM
1430
Meritage Portfolio Management
Kansas
$2.8M +$27.5K +286 +1%
RIM
1431
Reliant Investment Management
Tennessee
$2.8M +$239K +2,480 +9%
FA
1432
FCG Advisors
New Jersey
$2.8M +$85.2K +885 +3%
EIM
1433
Essex Investment Management
Massachusetts
$2.79M -$626K -6,501 -18%
CCM
1434
Canal Capital Management
Virginia
$2.79M +$336K +3,490 +14%
HCM
1435
Hall Capital Management
Rhode Island
$2.79M -$45.5K -473 -2%
MC
1436
Mathes Company
New York
$2.78M -$54.4K -565 -2%
TFS
1437
TrustCore Financial Services
Tennessee
$2.78M +$288K +2,996 +12%
PI
1438
Parkside Investments
Illinois
$2.77M -$996K -10,345 -26%
WP
1439
WealthSource Partners
California
$2.76M +$254K +2,641 +10%
LOAME
1440
Lombard Odier Asset Management (Europe)
United Kingdom
$2.76M -$306K -3,178 -10%
TPA
1441
Trivium Point Advisory
Connecticut
$2.76M +$331K +3,443 +14%
SWM
1442
Selective Wealth Management
Virginia
$2.75M +$20.4K +212 +0.7%
CGL
1443
Clarius Group LLC
Washington
$2.75M -$120K -1,248 -4%
OL
1444
Optas LLC
Texas
$2.75M +$1.07M +11,087 +63%
5L
1445
55I LLC
Massachusetts
$2.75M +$386K +4,004 +16%
MCM
1446
Mitchell Capital Management
Kansas
$2.74M +$125K +1,295 +5%
TFS
1447
Thoroughbred Financial Services
Tennessee
$2.74M -$138K -1,429 -5%
KCPG
1448
Kavar Capital Partners Group
Kansas
$2.73M +$443K +4,603 +19%
JWCA
1449
J.W. Coons Advisors
Ohio
$2.73M -$118K -1,229 -4%
AM
1450
Account Management
Massachusetts
$2.72M – – –
56 57
58
59 60