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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 %
GC
1901
GFG Capital
Florida
$1.32M +$348K +3,615 +36%
LSA
1902
L & S Advisors
California
$1.32M -$1.31M -13,652 -50%
CCG
1903
Chatham Capital Group
Georgia
$1.31M -$2.67M -27,710 -67%
SCA
1904
Sippican Capital Advisors
Massachusetts
$1.31M +$315K +3,275 +32%
TAIM
1905
TD Ameritrade Investment Management
Nebraska
$1.3M -$30.8K -320 -2%
KLWA
1906
Kelly Lawrence W & Associates
California
$1.3M -$4.81M -50,000 -79%
WCM
1907
Windsor Capital Management
Arizona
$1.3M -$6.74K -70 -0.5%
GA
1908
GFS Advisors
Texas
$1.29M +$16.8K +175 +1%
GFP
1909
Gryphon Financial Partners
Ohio
$1.29M +$31.4K +326 +2%
TAIM
1910
Te Ahumairangi Investment Management
New Zealand
$1.28M +$1.28M +13,300 New
MCM
1911
MV Capital Management
Maryland
$1.28M +$215K +2,235 +20%
RIA
1912
Realta Investment Advisors
Delaware
$1.28M -$17.9K -186 -1%
SAS
1913
Stelac Advisory Services
New York
$1.27M +$178K +1,854 +16%
MPPLM
1914
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.27M +$81.2K +844 +7%
SDWIA
1915
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.26M -$15.8K -164 -1%
CIM
1916
Chapman Investment Management
California
$1.25M – – –
SWM
1917
Sculati Wealth Management
Michigan
$1.25M +$27K +280 +2%
OAM
1918
Optimal Asset Management
California
$1.25M -$153K -1,587 -11%
LF
1919
LifeSteps Financial
California
$1.25M +$30.3K +315 +2%
FIM
1920
Freedom Investment Management
Connecticut
$1.24M +$257K +2,672 +26%
VWA
1921
V Wealth Advisors
Kansas
$1.24M -$1.88M -19,570 -60%
ICM
1922
IMS Capital Management
Oregon
$1.24M +$7.12K +74 +0.6%
DGHMC
1923
Dalton, Greiner, Hartman, Maher & Co
New York
$1.23M -$713K -7,404 -37%
VSWA
1924
Vontobel Swiss Wealth Advisors
Switzerland
$1.23M -$29.8K -310 -2%
GSWM
1925
Golden State Wealth Management
California
$1.23M -$138K -1,438 -10%
75 76
77
78 79