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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 %
AIM
1676
Anchor Investment Management
South Carolina
$1.92M +$19.4K +202 +1%
PFBT
1677
Parkside Financial Bank & Trust
Missouri
$1.91M -$262K -2,725 -12%
PIG
1678
Pantheon Investment Group
California
$1.91M +$76K +789 +4%
SIM
1679
Sterling Investment Management
Arizona
$1.91M +$5.29K +55 +0.3%
KTC
1680
Kistler-Tiffany Companies
Pennsylvania
$1.91M -$51K -530 -3%
V
1681
VeraBank
Texas
$1.91M -$49.8K -517 -3%
CIC
1682
Chilton Investment Company
Connecticut
$1.91M -$4.24M -44,005 -69%
PVWM
1683
Point View Wealth Management
New Jersey
$1.9M +$39.4K +409 +2%
WP
1684
WMS Partners
Maryland
$1.9M +$385 +4 +0%
IP
1685
Investment Partners
Ohio
$1.9M -$43.3K -450 -2%
NL
1686
NWAM LLC
Washington
$1.9M -$413K -4,289 -18%
CCG
1687
Ceeto Capital Group
Florida
$1.89M +$24.1K +250 +1%
ZCI
1688
Zevenbergen Capital Investments
Washington
$1.89M +$119K +1,237 +7%
LFA
1689
Landmark Financial Advisors
Kentucky
$1.89M -$3.96K -40 -0.2%
CA
1690
Cornerstone Advisory
Maryland
$1.89M -$190K -1,971 -9%
BMA
1691
Brooks Moore & Associates
Tennessee
$1.89M -$26.5K -275 -1%
IIC
1692
Integrated Investment Consultants
Michigan
$1.89M -$206K -2,137 -10%
SCA
1693
Strategic Capital Advisers
Colorado
$1.89M -$8.86K -92 -0.5%
MCG
1694
MACRO Consulting Group
New Jersey
$1.89M +$1.89M +19,309 New
DA
1695
Dillon & Associates
Michigan
$1.89M -$693K -7,214 -27%
CT
1696
Coastline Trust
Rhode Island
$1.88M -$11.1K -115 -0.6%
PFS
1697
Prospera Financial Services
Texas
$1.88M -$4.97M -51,602 -73%
CB
1698
Cadence Bank
Mississippi
$1.88M -$16.8K -174 -0.9%
BAM
1699
Burgundy Asset Management
Ontario, Canada
$1.88M – – –
AMIM
1700
Aull & Monroe Investment Management
Alabama
$1.88M +$47.2K +490 +3%
66 67
68
69 70