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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 %
PBO
1876
Peoples Bank (Ohio)
Ohio
$1.36M +$94.1K +978 +7%
PH
1877
Pinnacle Holdings
Oklahoma
$1.36M -$783K -8,137 -36%
VCAM
1878
Van Cleef Asset Management
Ohio
$1.36M -$193K -2,004 -12%
S
1879
Seeyond
France
$1.36M -$229K -2,383 -14%
CL
1880
Choreo LLC
Illinois
$1.36M -$32.4K -336 -2%
TP
1881
Tranquility Partners
Tennessee
$1.36M +$171K +1,779 +14%
AI
1882
Accredited Investors
Minnesota
$1.35M -$73.7K -765 -5%
JWM
1883
Jeppson Wealth Management
California
$1.35M +$1.35M +14,013 New
LWMM
1884
Legacy Wealth Management (Mississippi)
Mississippi
$1.35M -$570K -5,919 -30%
HP
1885
Holowesko Partners
Bahamas
$1.35M +$1.35M +14,000 New
JDR
1886
Jay D. Rosenbaum
$1.35M -$19.3K -200 -1%
CWM
1887
Cornerstone Wealth Management
Missouri
$1.35M -$217K -2,260 -14%
LC
1888
LCNB Corp
Ohio
$1.34M -$11.3K -117 -0.8%
TCM
1889
Towercrest Capital Management
Pennsylvania
$1.34M +$7.7K +80 +0.6%
SWM
1890
Sugarloaf Wealth Management
Georgia
$1.34M +$82.2K +850 +7%
CAM
1891
Covenant Asset Management
New Jersey
$1.34M -$5.29K -55 -0.4%
SW
1892
StrongBox Wealth
Missouri
$1.33M +$36.5K +379 +3%
HH
1893
Hilltop Holdings
Texas
$1.33M -$215K -2,232 -14%
CWA
1894
Clarity Wealth Advisors
California
$1.33M +$29.3K +304 +2%
WCA
1895
Waratah Capital Advisors
Ontario, Canada
$1.33M -$19.7M -205,074 -94%
BWM
1896
BigSur Wealth Management
Florida
$1.33M -$183K -1,900 -12%
BA
1897
Birinyi Associates
Connecticut
$1.32M -$537K -5,575 -29%
WCA
1898
Windsor Creek Advisors
Vermont
$1.32M +$993K +10,317 +300%
CQS
1899
Credential Qtrade Securities
$1.32M -$14.8K -154 -1%
SWIG
1900
Strategic Wealth Investment Group
Kentucky
$1.32M +$70.6K +734 +6%
74 75
76
77 78