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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 %
FWM
1726
Fairhaven Wealth Management
Illinois
$1.79M +$192K +1,995 +12%
QFA
1727
Quattro Financial Advisors
Texas
$1.79M -$49.2K -487 -3%
CWP
1728
CFM Wealth Partners
Texas
$1.79M +$223K +2,099 +14%
ODG
1729
O'Dell Group
Ohio
$1.79M +$13.6K +141 +0.8%
OCM
1730
Orleans Capital Management
Louisiana
$1.79M +$33.7K +350 +2%
OAMG
1731
Odey Asset Management Group
United Kingdom
$1.79M -$2.57M -26,675 -59%
IAS
1732
Investment Advisory Services
Texas
$1.79M +$11.9K +124 +0.7%
VCM
1733
Virtue Capital Management
Tennessee
$1.79M -$698K -7,256 -28%
HCM
1734
Hollencrest Capital Management
California
$1.78M +$4.43K +46 +0.2%
AWM
1735
Affinity Wealth Management
Delaware
$1.78M +$22K +220 +1%
ATC
1736
Adirondack Trust Company
New York
$1.77M -$22.1K -230 -1%
PFSC
1737
Peoples Financial Services Corp
Pennsylvania
$1.77M -$24.1K -250 -1%
RCA
1738
Resonant Capital Advisors
Wisconsin
$1.76M +$45.1K +469 +3%
WCM
1739
Weld Capital Management
New York
$1.76M +$1.33M +13,783 +309%
QCM
1740
Quest Capital Management
Texas
$1.75M -$32.1K -333 -2%
WP
1741
WealthShield Partners
North Carolina
$1.74M +$388K +4,030 +29%
RA
1742
Rational Advisors
New York
$1.74M -$141K -1,464 -7%
SLT
1743
St Louis Trust
Missouri
$1.74M +$45.2K +470 +3%
BRM
1744
Boston Research & Management
Massachusetts
$1.74M +$953K +9,898 +122%
CWM
1745
Confluence Wealth Management
Oregon
$1.73M +$41.7K +354 +2%
EHWM
1746
Eads & Heald Wealth Management
Georgia
$1.73M -$156K -1,616 -8%
MC
1747
Martin & Co
Tennessee
$1.73M -$3.85K -40 -0.2%
MFG
1748
Merit Financial Group
Georgia
$1.73M +$20.4K +212 +1%
ED
1749
Exane Derivatives
France
$1.72M -$308K -3,197 -15%
PP
1750
Professional Planning
California
$1.72M +$14.4K +150 +0.8%
68 69
70
71 72