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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 %
LWAC
1701
Laurel Wealth Advisors (California)
California
$1.88M +$38.9K +404 +2%
SCM
1702
Southport Capital Management
Tennessee
$1.87M +$20.3K +211 +1%
YIA
1703
YHB Investment Advisors
Connecticut
$1.87M +$37.9K +394 +2%
PP
1704
Paloma Partners
Connecticut
$1.87M -$48.2M -500,513 -96%
HFBOT
1705
Home Federal Bank of Tennessee
Tennessee
$1.87M – – –
FFA
1706
Founders Financial Alliance
North Carolina
$1.87M +$1.87M +19,172 New
CA
1707
Calton & Associates
Florida
$1.87M +$370K +4,822 +25%
IP
1708
Intellectus Partners
California
$1.86M -$69.7K -724 -4%
HDIM
1709
Hanson & Doremus Investment Management
Vermont
$1.86M +$9.43K +98 +0.5%
FMB
1710
Field & Main Bank
Kentucky
$1.85M -$38.9K -404 -2%
SWP
1711
Strategic Wealth Partners
Ohio
$1.85M -$191K -1,983 -9%
PAMG
1712
Patton Albertson Miller Group
Tennessee
$1.85M +$37.5K +390 +2%
VNA
1713
Valley National Advisers
Pennsylvania
$1.84M -$57K -592 -3%
WPA
1714
West Paces Advisors
Georgia
$1.84M -$13.8K -143 -0.7%
FBFS
1715
First Business Financial Services
Wisconsin
$1.84M +$26.6K +276 +1%
HAC
1716
Harbor Advisory Corp
New Hampshire
$1.83M +$626K +6,500 +52%
GLA
1717
Good Life Advisors
Pennsylvania
$1.83M -$124K -1,290 -6%
IDBONY
1718
Israel Discount Bank of New York
New York
$1.83M -$139K -1,441 -7%
DAC
1719
Dividend Assets Capital
South Carolina
$1.82M +$214K +2,219 +13%
LAM
1720
L2 Asset Management
Massachusetts
$1.82M +$1.82M +18,861 New
EHC
1721
Everett Harris & Co
California
$1.81M +$81.8K +850 +5%
WA
1722
WP Advisors
California
$1.81M +$1.22M +12,621 +204%
GEA
1723
Glen Eagle Advisors
New Jersey
$1.81M +$45.9K +477 +3%
CCM
1724
Condor Capital Management
New Jersey
$1.81M -$51.6K -536 -3%
PCIG
1725
Partners Capital Investment Group
Massachusetts
$1.8M +$821K +8,527 +84%
67 68
69
70 71