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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 %
Twin Tree Management
1851
Twin Tree Management
Texas
$1.45M -$8.49M -88,182 -85%
GPCM
1852
Granite Point Capital Management
Massachusetts
$1.44M – – –
CI
1853
CAZ Investments
Texas
$1.44M – – –
MCAI
1854
Members Capital Advisors Inc
Wisconsin
$1.44M +$1.44M +15,000 New
PIP
1855
Peachtree Investment Partners
Florida
$1.44M -$447K -4,647 -24%
RB
1856
Rodgers Brothers
Pennsylvania
$1.44M -$29.2K -303 -2%
AWM
1857
Aries Wealth Management
Maine
$1.44M +$4.81K +50 +0.3%
LWM
1858
Laidlaw Wealth Management
New York
$1.44M -$1.16K -12 -0.1%
MPCG
1859
Matrix Private Capital Group
New York
$1.44M +$117K +1,220 +9%
DI
1860
DFPG Investments
Utah
$1.43M +$152K +1,528 +12%
ECM
1861
Element Capital Management
New York
$1.43M +$1.43M +14,864 New
PL
1862
Perpetual Ltd
Australia
$1.43M – – –
FFG
1863
Fortem Financial Group
California
$1.42M -$271K -2,817 -16%
PWA
1864
Providence Wealth Advisors
Illinois
$1.41M -$90.3K -938 -6%
B
1865
Brightworth
Georgia
$1.4M +$76.8K +798 +6%
NISOA
1866
National Investment Services of America
Wisconsin
$1.4M -$41.8K -434 -3%
JFA
1867
JNBA Financial Advisors
Minnesota
$1.4M +$48.1K +500 +4%
WAM
1868
Weatherly Asset Management
California
$1.39M -$8.18K -85 -0.6%
COF
1869
Capital One Financial
Virginia
$1.39M -$353K -3,668 -20%
VC
1870
Veracity Capital
Georgia
$1.38M -$6.29K -693 -0.5%
HCM
1871
Highlander Capital Management
New Jersey
$1.38M – – –
PFM
1872
Phillips Financial Management
Indiana
$1.38M +$1.54K +16 +0.1%
LCAM
1873
London & Capital Asset Management
United Kingdom
$1.37M +$21.9K +227 +2%
GG
1874
Gleason Group
Kentucky
$1.36M -$137K -1,423 -9%
WA
1875
WBH Advisory
Maryland
$1.36M -$43.3K -450 -3%
73 74
75
76 77