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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 %
SIAP
1476
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.61M -$114K -1,188 -4%
NIM
1477
Nicollet Investment Management
Minnesota
$2.61M -$74.9K -778 -3%
SSWM
1478
Sheets Smith Wealth Management
North Carolina
$2.61M +$94.2K +979 +4%
CNFG
1479
Creegan & Nassoura Financial Group
New Hampshire
$2.61M -$12.7K -132 -0.5%
BC
1480
Burney Company
Virginia
$2.59M -$130K -1,355 -5%
CAS
1481
Cascadia Advisory Services
Oregon
$2.59M -$1.29M -13,442 -33%
EWM
1482
Evermay Wealth Management
Virginia
$2.59M +$1.73K +18 +0.1%
P
1483
Pitcairn
Pennsylvania
$2.59M -$82.1K -853 -3%
NGA
1484
Naples Global Advisors
Florida
$2.59M +$166K +1,729 +7%
FC
1485
Fusion Capital
South Carolina
$2.59M +$108K +1,123 +4%
BJL
1486
Brighton Jones LLC
Washington
$2.58M +$134K +1,387 +5%
AWS
1487
AJ Wealth Strategies
New York
$2.58M -$5.01K -52 -0.2%
OPA
1488
Old Port Advisors
Maine
$2.57M +$44.5K +462 +2%
AAM
1489
Aureus Asset Management
Massachusetts
$2.57M -$2.98K -31 -0.1%
JSMC
1490
Jess S. Morgan & Co
California
$2.57M +$116K +1,205 +5%
RA
1491
RFG Advisory
Alabama
$2.56M +$607K +6,308 +31%
GGI
1492
GPM Growth Investors
Michigan
$2.56M -$386K -4,008 -13%
HCM
1493
Hudson Capital Management
New Jersey
$2.56M +$66.1K +687 +3%
NNP
1494
Nachman Norwood & Parrott
South Carolina
$2.56M -$71.3K -741 -3%
FPFS
1495
First Personal Financial Services
North Carolina
$2.55M +$193K +2,010 +8%
LOAMS
1496
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.54M +$785K +8,151 +45%
CCT
1497
Country Club Trust
Missouri
$2.54M +$71.8K +746 +3%
EF
1498
Empirical Finance
Pennsylvania
$2.53M +$473K +4,908 +23%
SIC
1499
Shoker Investment Counsel
Ohio
$2.53M -$7.12K -74 -0.3%
BCWM
1500
Blue Chip Wealth Management
Florida
$2.52M -$2.89K -30 -0.1%
58 59
60
61 62