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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 %
FWC
1526
First Washington Corp
Washington
$2.41M +$2.41M +25,000 New
HCM
1527
Hengehold Capital Management
Ohio
$2.4M +$6.35K +66 +0.3%
IC
1528
Inverness Counsel
New York
$2.39M -$16.7M -173,933 -88%
CFMC
1529
Curbstone Financial Management Corp
New Hampshire
$2.39M +$9.63K +100 +0.4%
WWM
1530
Western Wealth Management
Colorado
$2.39M +$55.5K +576 +2%
CCM
1531
Cadence Capital Management
Massachusetts
$2.38M -$570K -5,923 -19%
AIP
1532
Almanack Investment Partners
Pennsylvania
$2.38M +$291K +2,498 +14%
ITIM
1533
Indiana Trust & Investment Management
Indiana
$2.38M +$9.63K +100 +0.4%
BFM
1534
Boston Financial Management
Massachusetts
$2.37M -$2.99M -31,015 -56%
WSTAM
1535
Wilbanks Smith & Thomas Asset Management
Virginia
$2.37M -$65.3K -678 -3%
MLIC
1536
Mandatum Life Insurance Company
Finland
$2.36M – – –
FMTCOCP
1537
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.35M -$91.8K -954 -4%
FCA
1538
FLC Capital Advisors
California
$2.34M +$116K +1,154 +5%
IA
1539
IFG Advisory
Georgia
$2.34M +$26.2K +272 +1%
WLPWM
1540
Walled Lake Planning & Wealth Management
Illinois
$2.34M +$147K +1,526 +7%
WOC
1541
West Oak Capital
California
$2.33M -$64.5K -670 -3%
HA
1542
Harbor Advisors
Florida
$2.33M – – –
BOPW
1543
Brandywine Oak Private Wealth
Pennsylvania
$2.32M -$29.6K -307 -1%
NDSI
1544
Newman Dignan & Sheerar Inc
Rhode Island
$2.31M +$39.9K +415 +2%
ACG
1545
Allen Capital Group
Nebraska
$2.31M +$177K +1,760 +8%
FAIM
1546
Financial Advocates Investment Management
Washington
$2.3M -$156K -1,623 -6%
PCA
1547
Peddock Capital Advisors
Massachusetts
$2.3M -$16K -166 -0.7%
RFN
1548
RDA Financial Network
Iowa
$2.3M +$22.5K +234 +1%
RCAG
1549
Rehmann Capital Advisory Group
Michigan
$2.3M +$31.3K +325 +1%
AI
1550
Atom Investors
Texas
$2.29M +$1.62M +16,870 +243%
60 61
62
63 64