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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 %
Edgewood Management
1751
Edgewood Management
Connecticut
$1.72M +$616K +6,400 +56%
WA
1752
Wealth Alliance
New York
$1.71M +$125K +1,297 +8%
FMW
1753
Farr Miller & Washington
District of Columbia
$1.71M -$26K -270 -2%
DTC
1754
Davidson Trust Company
Washington
$1.71M +$30.6K +318 +2%
LM
1755
Lincluden Management
Ontario, Canada
$1.71M +$113K +1,178 +7%
FPIS
1756
Financial Planning & Information Services
Wisconsin
$1.7M +$38.5K +400 +2%
IAS
1757
IMA Advisory Services
Colorado
$1.7M -$425K -4,412 -20%
BOS
1758
Bingham Osborn & Scarborough
California
$1.7M +$30.4K +316 +2%
VPIM
1759
Vanguard Personalized Indexing Management
California
$1.7M +$215K +2,231 +14%
MWA
1760
Moser Wealth Advisors
Washington
$1.7M +$137K +1,423 +9%
APWM
1761
Atlas Private Wealth Management
New York
$1.69M +$143K +1,486 +9%
HIC
1762
Holderness Investments Company
North Carolina
$1.69M +$105K +1,088 +7%
SCM
1763
Seascape Capital Management
New Hampshire
$1.69M +$37K +384 +2%
AF
1764
Aldebaran Financial
$1.69M +$875K +9,092 +107%
PC
1765
Port Capital
Illinois
$1.69M +$2.7K +28 +0.2%
MWM
1766
Mattern Wealth Management
Kansas
$1.68M +$18K +187 +1%
SMC
1767
Smith, Moore & Co
Missouri
$1.68M +$97.2K +1,009 +6%
WAP
1768
Wealthcare Advisory Partners
Pennsylvania
$1.68M -$10.3K -107 -0.6%
VHAM
1769
Van Hulzen Asset Management
California
$1.67M -$21.9K -227 -1%
DC
1770
DeDora Capital
California
$1.67M +$109K +1,131 +7%
MIP
1771
Marietta Investment Partners
Wisconsin
$1.67M +$3.85K +40 +0.2%
NME
1772
Notis-McConarty Edward
$1.67M +$28.9K +300 +2%
OAM
1773
Oak Asset Management
California
$1.67M +$40.3K +392 +2%
DAM
1774
Delta Asset Management
Tennessee
$1.67M -$19.3K -200 -1%
SIG
1775
Sargent Investment Group
Maryland
$1.66M +$204K +2,121 +14%
69 70
71
72 73