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 %
CST
1451
Charles Schwab Trust
Nevada
$2.72M -$49K -509 -2%
OC
1452
Oarsman Capital
Wisconsin
$2.72M -$15.3K -159 -0.6%
ANRIA
1453
American National Registered Investment Advisor
Texas
$2.72M – – –
SHA
1454
Seneca House Advisors
Virginia
$2.71M +$243K +2,522 +10%
ATI
1455
Act Two Investors
California
$2.69M – – –
CA
1456
Continental Advisors
Utah
$2.69M – – –
BDF
1457
Balasa Dinverno & Foltz
$2.68M +$211K +2,191 +9%
SW
1458
SkyOak Wealth
Michigan
$2.68M -$436K -4,533 -14%
Fuller & Thaler Asset Management
1459
Fuller & Thaler Asset Management
California
$2.67M – – –
NSAM
1460
North Star Asset Management
Wisconsin
$2.67M +$1.38M +14,347 +107%
TNBTD
1461
Trustmark National Bank Trust Department
Mississippi
$2.66M -$185K -1,926 -7%
SSI
1462
Scott & Selber Inc
Texas
$2.66M +$17.9K +186 +0.7%
GAM
1463
Gotham Asset Management
New York
$2.66M -$2.41M -24,996 -47%
WANY
1464
Wealthspire Advisors (New York)
New York
$2.66M +$449K +4,661 +20%
RWM
1465
RBA Wealth Management
California
$2.66M +$53.3K +554 +2%
CCM
1466
Carderock Capital Management
Maryland
$2.65M -$239K -2,487 -8%
PCA
1467
Providence Capital Advisors
North Carolina
$2.65M -$47.7K -495 -2%
PGWM
1468
Parisi Gray Wealth Management
New Jersey
$2.65M -$10K -104 -0.4%
RSS
1469
Rosenblum Silverman Sutton
California
$2.65M +$337K +3,505 +15%
PFM
1470
Premier Fund Managers
United Kingdom
$2.64M – – –
NAM
1471
NTV Asset Management
West Virginia
$2.64M +$578 +6 +0%
NF
1472
Nikulski Financial
Iowa
$2.63M +$112K +1,162 +4%
MA
1473
Modus Advisors
Minnesota
$2.63M +$1.54M +16,030 +143%
FHA
1474
Flagship Harbor Advisors
Massachusetts
$2.62M -$77.9K -809 -3%
DLG
1475
Daniel L. Goodwin
$2.61M – – –
57 58
59
60 61