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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 %
BCM
1501
Bluefin Capital Management
New York
$2.51M -$1.87M -19,864 Closed
EML
1502
Eos Management LP
New York
$2.5M – – –
JFA
1503
Johanson Financial Advisors
California
$2.5M +$70.4K +711 +3%
AC
1504
Asio Capital
Kentucky
$2.5M -$302K -3,142 -11%
LHC
1505
Little House Capital
Massachusetts
$2.49M +$46.4K +482 +2%
SCA
1506
Stokes Capital Advisors
South Carolina
$2.48M +$2.12M +22,028 +585%
WA
1507
Wasatch Advisors
Utah
$2.47M – – –
NP
1508
NorthRock Partners
Minnesota
$2.47M -$758K -7,868 -23%
VCM
1509
Vivaldi Capital Management
Illinois
$2.46M -$77.4K -678 -3%
AIS
1510
AM Investment Strategies
Tennessee
$2.46M +$2.46M +25,581 New
VVP
1511
Venture Visionary Partners
Ohio
$2.46M +$15.4K +160 +0.6%
JSL
1512
JT Stratford LLC
Georgia
$2.45M +$26.5K +275 +1%
PWMAG
1513
Pinnacle Wealth Management Advisory Group
New Jersey
$2.44M +$131K +1,360 +6%
NFG
1514
NewFocus Financial Group
Washington
$2.44M -$874K -9,080 -26%
MFG
1515
Magnus Financial Group
New York
$2.44M -$38.6K -401 -2%
MVA
1516
Mount Vernon Associates
Maryland
$2.44M -$14.4K -150 -0.6%
PP
1517
PDS Planning
Ohio
$2.44M +$10.8K +112 +0.4%
GP
1518
Greenline Partners
New York
$2.43M -$5.79M -60,173 -70%
MCC
1519
Malaga Cove Capital
California
$2.43M +$175K +1,814 +8%
ET
1520
Equitable Trust
Tennessee
$2.43M +$377K +3,914 +18%
BOS
1521
Bank of Stockton
California
$2.43M -$52.9K -550 -2%
UBG
1522
United Bank (Georgia)
Georgia
$2.42M +$131K +1,364 +6%
AB
1523
Atlas Brown
Kentucky
$2.41M +$27.9K +290 +1%
GIC
1524
Gantzert Investment Company
Illinois
$2.41M -$48.6K -505 -2%
MCM
1525
Monarch Capital Management
Indiana
$2.41M -$20.7K -215 -0.9%
59 60
61
62 63