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 %
PCM
1576
Poehling Capital Management
Wisconsin
$2.21M -$164K -1,700 -7%
GCA
1577
Gradient Capital Advisors
California
$2.21M +$270K +2,800 +14%
SC
1578
Sawyer & Company
Massachusetts
$2.2M – – –
PCM
1579
Prelude Capital Management
New York
$2.2M +$1.37M +14,254 +166%
AWA
1580
Arete Wealth Advisors
Illinois
$2.2M -$410K -4,190 -16%
CFGS
1581
Concourse Financial Group Securities
Alabama
$2.2M -$24.6K -255 -1%
NPA
1582
Nichols & Pratt Advisers
Massachusetts
$2.19M -$40.4K -420 -2%
FUBT
1583
First United Bank & Trust
Maryland
$2.19M -$78.8K -819 -3%
9WM
1584
9258 Wealth Management
Ohio
$2.18M -$67.5K -689 -3%
GLA
1585
Great Lakes Advisors
Illinois
$2.18M -$579K -6,018 -21%
WAS
1586
Winch Advisory Services
Wisconsin
$2.17M +$86.7K +901 +4%
HKIM
1587
Hayek Kallen Investment Management
Alabama
$2.17M -$26.9K -279 -1%
KA
1588
Kovack Advisors
Florida
$2.16M +$7.03K +73 +0.3%
ACS
1589
Archford Capital Strategies
Illinois
$2.16M +$17.2K +179 +0.8%
SWA
1590
Stratos Wealth Advisors
Ohio
$2.15M +$108K +1,126 +5%
CAAS
1591
Capital Asset Advisory Services
Michigan
$2.15M -$133K -1,386 -6%
MWA
1592
Meridian Wealth Advisors
Texas
$2.15M +$56.1K +583 +3%
JIP
1593
JBJ Investment Partners
South Carolina
$2.15M +$209K +2,166 +11%
VLKIM
1594
Van Lanschot Kempen Investment Management
Netherlands
$2.15M -$186K -1,933 -8%
HIC
1595
Harvey Investment Company
Kentucky
$2.14M – – –
IRAG
1596
Investment Research & Advisory Group
Georgia
$2.14M -$26.8K -278 -1%
PA
1597
Procyon Advisors
Connecticut
$2.14M +$41.6K +432 +2%
MCM
1598
McRae Capital Management
New Jersey
$2.14M +$1.59M +16,471 +288%
CPA
1599
Court Place Advisors
Maryland
$2.13M +$42.7K +443 +2%
SP
1600
SWS Partners
Ohio
$2.13M +$854K +8,867 +67%
62 63
64
65 66