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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 %
MMG
1551
Monetary Management Group
Missouri
$2.29M -$743K -7,715 -25%
TAM
1552
Townsend Asset Management
North Carolina
$2.29M +$319K +3,314 +16%
IWA
1553
Intercontinental Wealth Advisors
Texas
$2.29M +$291K +3,028 +15%
OAM
1554
Origin Asset Management
United Kingdom
$2.28M -$347K -3,600 -13%
SCI
1555
S&CO Inc
Massachusetts
$2.28M – – –
CT
1556
Clearstead Trust
Maine
$2.27M -$29.4K -305 -1%
TMAM
1557
Tokio Marine Asset Management
Japan
$2.27M +$127K +1,319 +6%
MCM
1558
McMillion Capital Management
North Carolina
$2.27M -$613K -6,365 -21%
MCM
1559
Manchester Capital Management
Vermont
$2.27M -$629K -6,538 -22%
EI
1560
Ethic Inc
New York
$2.27M +$369K +3,835 +19%
RI
1561
Redwood Investments
Massachusetts
$2.27M -$4.18M -43,459 -65%
MSA
1562
Marino Stram & Associates
Massachusetts
$2.26M +$73.9K +768 +3%
SOAMC
1563
Spirit of America Management Corp
New York
$2.26M +$255K +2,650 +13%
PBC
1564
Pavion Blue Capital
California
$2.25M +$112K +1,161 +5%
NC
1565
NewSquare Capital
Pennsylvania
$2.25M +$2.12M +22,021 +1,702%
CBA
1566
Coastal Bridge Advisors
Connecticut
$2.24M -$163K -1,689 -7%
CA
1567
Claro Advisors
Massachusetts
$2.24M +$39.9K +414 +2%
GWM
1568
Graybill Wealth Management
Illinois
$2.24M +$146K +1,520 +7%
HWA
1569
Heritage Way Advisors
Illinois
$2.23M +$40.9K +425 +2%
BC
1570
Burleson & Co
California
$2.23M -$696K -6,764 -24%
AFA
1571
Arlington Financial Advisors
California
$2.22M +$80.6K +837 +4%
DMK
1572
David M. Knott
$2.22M – – –
CIAS
1573
Capital Investment Advisory Services
North Carolina
$2.21M -$280K -2,912 -11%
ANB
1574
Amarillo National Bank
Texas
$2.21M -$5.78K -60 -0.3%
WCM
1575
Wunderlich Capital Managemnt
Tennessee
$2.21M +$25.6K +266 +1%
61 62
63
64 65