JPM icon

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 %
AFS
1801
Access Financial Services
Minnesota
$1.59M +$11.3K +117 +0.7%
CBFP
1802
Cedar Brook Financial Partners
Ohio
$1.58M +$434K +4,505 +38%
NCM
1803
Northside Capital Management
Oregon
$1.58M -$127K -1,320 -7%
CHJWM
1804
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.57M +$42.6K +371 +3%
VIA
1805
Vident Investment Advisory
Georgia
$1.57M +$472K +4,900 +43%
GGHC
1806
Gilder Gagnon Howe & Co
New York
$1.57M -$67.2K -698 -4%
RMAM
1807
Raab & Moskowitz Asset Management
New Jersey
$1.57M -$42.5K -441 -3%
AIM
1808
Acropolis Investment Management
Missouri
$1.56M -$674 -7 -0%
IFWM
1809
Institute for Wealth Management
Colorado
$1.56M -$159K -1,648 -9%
RWM
1810
Ritholtz Wealth Management
New York
$1.56M +$74.1K +770 +5%
RSWM
1811
Robertson Stephens Wealth Management
California
$1.56M +$646K +6,718 +71%
GSC
1812
G&S Capital
Colorado
$1.56M +$1.56M +16,191 New
BSAM
1813
Blue Square Asset Management
New York
$1.56M +$172K +1,785 +12%
FANJ
1814
Financial Architects (New Jersey)
New Jersey
$1.55M -$153K -1,586 -9%
IAIM
1815
International Assets Investment Management
Florida
$1.55M -$49K -4,171 -3%
LSAG
1816
Lake Street Advisors Group
New Hampshire
$1.55M +$22.2K +231 +1%
CA
1817
Corrado Advisors
New Jersey
$1.55M -$5.2K -54 -0.3%
EMPI
1818
Elo Mutual Pension Insurance
Finland
$1.55M +$1.55M +16,088 New
MIM
1819
Miller Investment Management
Pennsylvania
$1.55M – – –
RTC
1820
Riverview Trust Company
Washington
$1.54M – – –
HH
1821
HWG Holdings
Texas
$1.54M -$796K -8,272 -34%
BEC
1822
Blue Edge Capital
Virginia
$1.53M -$135K -1,403 -8%
RCG
1823
Rock Creek Group
District of Columbia
$1.52M -$213K -2,213 -12%
TC
1824
Trust Company
Kansas
$1.51M +$60.1K +624 +4%
NCM
1825
Neumann Capital Management
California
$1.51M +$4.33K +45 +0.3%
71 72
73
74 75