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 %
IIC
1826
Ironwood Investment Counsel
Arizona
$1.51M +$236K +2,456 +19%
MFG
1827
Monte Financial Group
Connecticut
$1.51M -$317K -3,294 -17%
TAM
1828
Trust Asset Management
Texas
$1.51M +$662K +6,873 +78%
BWP
1829
Bernardo Wealth Planning
Pennsylvania
$1.51M +$173K +1,792 +13%
CIM
1830
CIM Investment Management
Pennsylvania
$1.51M -$14.9K -155 -1%
HWA
1831
Heritage Wealth Advisors
Virginia
$1.5M -$52.3K -543 -3%
MW
1832
Marcum Wealth
Ohio
$1.5M +$688K +7,151 +84%
GC
1833
Guardian Capital
Ontario, Canada
$1.5M -$213K -2,215 -12%
MWM
1834
Mission Wealth Management
California
$1.5M -$137K -1,418 -8%
MCWS
1835
McKinley Carter Wealth Services
West Virginia
$1.5M +$129K +1,338 +9%
BSA
1836
Bull Street Advisors
Georgia
$1.49M +$297K +3,090 +25%
KS
1837
Karpas Strategies
Connecticut
$1.49M +$2.7K +28 +0.2%
ATPW
1838
Ashton Thomas Private Wealth
Arizona
$1.48M +$650K +6,754 +78%
IF
1839
Intrua Financial
Texas
$1.48M -$925K -8,106 -38%
CFG
1840
CKW Financial Group
Hawaii
$1.48M – – –
KF
1841
Krilogy Financial
Missouri
$1.48M -$99.9K -1,038 -6%
FQ
1842
First Quadrant
California
$1.48M -$1.55M -16,133 -51%
1WA
1843
180 Wealth Advisors
Washington
$1.48M +$19.4K +193 +1%
TI
1844
Tidal Investments
Wisconsin
$1.47M -$973K -7,909 -40%
HFP
1845
Holistic Financial Partners
Indiana
$1.47M +$40K +416 +3%
GPFA
1846
Game Plan Financial Advisors
Ohio
$1.46M +$41.2K +428 +3%
SG
1847
StoneX Group
New York
$1.45M -$7.22K -75 -0.5%
HFG
1848
Heron Financial Group
New York
$1.45M -$65.8K -664 -4%
AIC
1849
Ayalon Insurance Company
Israel
$1.45M +$78.9K +820 +6%
TSS
1850
Two Sigma Securities
New York
$1.45M +$856K +8,888 +144%
72 73
74
75 76