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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 %
HWA
1626
HCR Wealth Advisors
California
$2.05M +$62.4K +648 +3%
AIA
1627
Armor Investment Advisors
North Carolina
$2.04M -$97.1K -1,009 -5%
SFSIG
1628
San Francisco Sentry Investment Group
California
$2.04M -$293K -3,046 -13%
CCA
1629
Cobblestone Capital Advisors
New York
$2.04M -$161K -1,671 -7%
Harris Associates
1630
Harris Associates
Illinois
$2.04M – – –
AIM
1631
Aspen Investment Management
Michigan
$2.03M -$18.5K -192 -0.9%
CPA
1632
Capital Planning Advisors
California
$2.03M +$3.18K +33 +0.2%
CRCM
1633
Crystal Rock Capital Management
Illinois
$2.03M -$553K -5,750 -21%
ADBIC
1634
A.D. Beadell Investment Counsel
Wisconsin
$2.03M -$19.2K -200 -0.9%
IA
1635
IndexIQ Advisors
New York
$2.03M -$10.3K -107 -0.5%
IIA
1636
IPG Investment Advisors
California
$2.02M +$1.33M +13,846 +193%
NAMP
1637
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.02M +$57.8K +600 +3%
Capital Fund Management (CFM)
1638
Capital Fund Management (CFM)
France
$2.02M -$33.3M -346,114 -94%
LCM
1639
Leisure Capital Management
California
$2.01M -$5.78K -60 -0.3%
BFC
1640
Blue Fin Capital
Rhode Island
$2.01M -$117K -1,214 -5%
KFGK
1641
Keystone Financial Group (Kentucky)
Kentucky
$2.01M +$99.4K +1,032 +5%
AWE
1642
Avidian Wealth Enterprises
Texas
$2.01M +$279K +2,900 +16%
ZB
1643
Zions Bancorporation
Utah
$2.01M +$596K +6,187 +42%
QCG
1644
Quadrant Capital Group
Ohio
$2.01M -$294K -3,057 -13%
PG
1645
Pendal Group
Australia
$2M -$2.78M -28,850 -58%
FSCM
1646
Front Street Capital Management
Montana
$1.99M -$241K -2,500 -11%
BFA
1647
Beaumont Financial Advisors
Massachusetts
$1.99M -$12.1K -126 -0.6%
AMG
1648
Advisors Management Group
Wisconsin
$1.99M +$11.5K +119 +0.6%
LTI
1649
Laffer Tengler Investments
Tennessee
$1.99M +$122K +1,271 +7%
GBT
1650
Grove Bank & Trust
Florida
$1.99M +$78.7K +817 +4%
64 65
66
67 68