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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 %
QI
1776
Qtron Investments
Massachusetts
$1.66M +$223K +2,313 +15%
TCM
1777
Tandem Capital Management
New Jersey
$1.66M -$21.2K -220 -1%
WIM
1778
Waverton Investment Management
United Kingdom
$1.66M -$47.4K -492 -3%
BCM
1779
Brooktree Capital Management
Michigan
$1.66M – – –
NL
1780
NVWM LLC
Pennsylvania
$1.66M +$63K +654 +4%
SCM
1781
Spreng Capital Management
Ohio
$1.66M +$38.3K +398 +2%
WCM
1782
Weik Capital Management
Pennsylvania
$1.65M +$5.3K +55 +0.3%
TWI
1783
Thomas White International
Illinois
$1.65M +$26.5K +275 +2%
OPS
1784
Orion Portfolio Solutions
Nebraska
$1.65M +$131K +1,357 +9%
PCG
1785
Private Capital Group
Connecticut
$1.65M -$40.3K -419 -2%
DBG
1786
De Burlo Group
Massachusetts
$1.65M +$1.65M +17,100 New
XF
1787
XML Financial
Maryland
$1.65M +$506K +5,257 +44%
CFFP
1788
Center for Financial Planning
Michigan
$1.64M +$25.9K +269 +2%
WA
1789
WESPAC Advisors
California
$1.64M -$873K -9,067 -35%
PP
1790
Pacifica Partners
Canada
$1.64M +$465K +4,831 +40%
OA
1791
Oak Associates
Ohio
$1.64M – – –
BMC
1792
Benin Management Corp
Connecticut
$1.64M +$101K +1,050 +7%
SCI
1793
Stableford Capital II
Arizona
$1.63M +$30.3K +315 +2%
KFI
1794
Key Financial Inc
Pennsylvania
$1.63M +$193 +2 +0%
RCM
1795
RB Capital Management
Nevada
$1.63M +$31.2K +315 +2%
AP
1796
Americana Partners
Texas
$1.63M +$54.1K +562 +3%
BCM
1797
Birmingham Capital Management
Alabama
$1.63M +$17.3K +180 +1%
RWM
1798
RKL Wealth Management
Pennsylvania
$1.61M -$83.3K -865 -5%
AWM
1799
Aberdeen Wealth Management
Illinois
$1.6M -$235K -2,442 -13%
ATWA
1800
Arbor Trust Wealth Advisors
Michigan
$1.6M +$34.2K +355 +2%
70 71
72
73 74