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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 %
SJIM
1926
St. Johns Investment Management
Florida
$1.23M +$35.5K +369 +3%
WPC
1927
White Pine Capital
Minnesota
$1.23M +$62.6K +650 +5%
CAM
1928
CenterStar Asset Management
Illinois
$1.22M -$1.65M – –
AWC
1929
Abundance Wealth Counselors
Pennsylvania
$1.22M +$159K +1,653 +15%
OCG
1930
Opus Capital Group
Ohio
$1.22M -$140K -1,450 -10%
GFS
1931
GYL Financial Synergies
Connecticut
$1.22M +$81.1K +843 +7%
SCG
1932
Sonata Capital Group
Washington
$1.21M -$11.6K -120 -0.9%
KWA
1933
KCS Wealth Advisory
California
$1.2M +$39.9K +414 +3%
AWM
1934
Aprio Wealth Management
Georgia
$1.2M +$10.8K +112 +0.9%
MIM
1935
Moseley Investment Management
Florida
$1.2M +$53K +551 +5%
BWM
1936
BerganKDV Wealth Management
Minnesota
$1.2M -$7.99K -83 -0.7%
HIC
1937
Hartline Investment Corp
Illinois
$1.2M -$75.1K -780 -6%
KMWM
1938
Keudell/Morrison Wealth Management
Oregon
$1.2M +$91.1K +947 +8%
EM
1939
ELCO Management
New York
$1.2M -$11.2K -116 -0.9%
SIA
1940
Soltis Investment Advisors
Utah
$1.2M +$258K +2,676 +27%
EWM
1941
EPG Wealth Management
Georgia
$1.19M +$92.5K +960 +8%
USAA
1942
United Services Automobile Association
Texas
$1.19M -$3.27M -33,944 -73%
MIAS
1943
Mason Investment Advisory Services
Virginia
$1.19M – – –
PWPS
1944
Pinnacle Wealth Planning Services
Ohio
$1.18M +$66.4K +690 +6%
MTIM
1945
Marathon Trading Investment Management
Pennsylvania
$1.18M +$1.18M +12,208 New
WI
1946
WrapManager Inc
California
$1.17M +$511K +5,305 +78%
WCM
1947
Washington Capital Management
Washington
$1.16M +$10.6K +110 +0.9%
AFC
1948
AFT Forsyth & Company
Florida
$1.16M -$96.3K -1,000 -8%
WIP
1949
Wellesley Investment Partners
Massachusetts
$1.16M -$61.5K -639 -5%
DFA
1950
Delta Financial Advisors
Louisiana
$1.16M +$575K +5,975 +98%
76 77
78
79 80