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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 %
IC
1651
Inscription Capital
Texas
$1.97M -$6.55K -68 -0.3%
NWP
1652
Northstar Wealth Partners
Connecticut
$1.97M +$342K +3,552 +21%
NCM
1653
Next Capital Management
New York
$1.97M +$1.97M +20,488 New
FMT
1654
First Mercantile Trust
Tennessee
$1.97M -$429K -3,668 -18%
CPO
1655
Cerity Partners OCIO
New York
$1.97M -$1.25K -13 -0.1%
GDP
1656
Great Diamond Partners
Maine
$1.97M +$72.7K +755 +4%
SFFS
1657
Stonehage Fleming Financial Services
Jersey
$1.97M +$276K +2,886 +16%
AIC
1658
Archer Investment Corporation
Indiana
$1.97M +$1.97M +20,442 New
HCM
1659
Hodges Capital Management
Texas
$1.97M +$143K +1,489 +8%
FPB
1660
First PREMIER Bank
South Dakota
$1.96M -$35.2K -365 -2%
BWP
1661
Baldwin Wealth Partners
Massachusetts
$1.96M -$5.3K -55 -0.3%
MYIA
1662
Mount Yale Investment Advisors
Colorado
$1.96M +$166K +1,725 +9%
QPWM
1663
Quadrant Private Wealth Management
Pennsylvania
$1.96M +$405K +4,207 +26%
DBIA
1664
Dumont & Blake Investment Advisors
New Jersey
$1.95M +$20.6K +214 +1%
LAIC
1665
Lederer & Associates Investment Counsel
California
$1.95M +$56.1K +583 +3%
CB
1666
CNB Bank
Pennsylvania
$1.95M +$12.9K +134 +0.7%
CWM
1667
Cordatus Wealth Management
Pennsylvania
$1.95M +$7.51K +78 +0.4%
GBBWRPM
1668
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.94M -$249K -2,592 -11%
CAN
1669
Claraphi Advisory Network
United States
$1.94M +$45.7K +475 +2%
CAG
1670
Csenge Advisory Group
Florida
$1.93M -$659K -6,727 -25%
RAM
1671
Roanoke Asset Management
New Jersey
$1.93M – – –
JGGDR
1672
JGP Global Gestao de Recursos
Brazil
$1.93M – – –
BL
1673
BFSG LLC
California
$1.92M +$110K +1,142 +6%
ACP
1674
Ashfield Capital Partners
California
$1.92M – – –
BCM
1675
Boltwood Capital Management
California
$1.92M -$963 -10 -0.1%
65 66
67
68 69