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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 %
ESB
1601
Essex Savings Bank
Connecticut
$2.13M +$369K +3,830 +21%
BCM
1602
Blume Capital Management
California
$2.12M – – –
ARMT
1603
Amica Retiree Medical Trust
Rhode Island
$2.11M – – –
NFG
1604
Next Financial Group
Texas
$2.11M +$296K +3,072 +16%
GIM
1605
Guardian Investment Management
California
$2.11M – – –
BFA
1606
Brendel Financial Advisors
New Hampshire
$2.11M -$3.08K -32 -0.1%
PHS
1607
Pekin Hardy Strauss
Illinois
$2.11M -$168K -1,745 -7%
YWP
1608
YorkBridge Wealth Partners
New York
$2.11M +$661K +6,866 +46%
FC
1609
Forte Capital
New York
$2.1M -$116K -1,200 -5%
PA
1610
PFG Advisors
Arizona
$2.1M +$107K +1,070 +5%
SFG
1611
StrategIQ Financial Group
Indiana
$2.1M +$60.7K +631 +3%
CWAG
1612
Compton Wealth Advisory Group
Virginia
$2.09M +$39.8K +413 +2%
HPCM
1613
High Pointe Capital Management
Illinois
$2.08M -$47.2K -490 -2%
CH
1614
Canton Hathaway
Rhode Island
$2.08M +$62.6K +650 +3%
NB
1615
Nicolet Bankshares
Wisconsin
$2.07M +$93.2K +968 +5%
WWM
1616
Windsor Wealth Management
Indiana
$2.07M -$277K -2,735 -12%
APG
1617
Abacus Planning Group
South Carolina
$2.07M -$105K -1,096 -5%
CCM
1618
Coe Capital Management
Illinois
$2.07M +$36.6K +380 +2%
VFP
1619
Verus Financial Partners
Virginia
$2.07M +$2.07M +21,506 New
LDB
1620
Lee, Danner & Bass
Tennessee
$2.07M +$17.3K +180 +0.8%
CWM
1621
Connecticut Wealth Management
Connecticut
$2.07M +$444K +4,613 +27%
SWA
1622
Sutton Wealth Advisors
Florida
$2.06M +$113K +1,172 +6%
MGIA
1623
Moneta Group Investment Advisors
Missouri
$2.06M -$2.31K -24 -0.1%
NSB
1624
Norway Savings Bank
Maine
$2.06M +$93.8K +975 +5%
SAM
1625
Sycomore Asset Management
France
$2.06M +$1.3M +13,459 +173%
63 64
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