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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 %
OIS
1951
Okabena Investment Services
Minnesota
$1.16M +$1.16M +12,041 New
VCM
1952
Versant Capital Management
Arizona
$1.16M -$41.9K -435 -3%
DI
1953
DAGCO Inc
Ohio
$1.16M -$52.6K -547 -4%
OWP
1954
Obermeyer Wealth Partners
Colorado
$1.15M -$87.5K -909 -7%
PIA
1955
Perennial Investment Advisors
California
$1.15M +$395K +4,111 +52%
CGA
1956
Crescent Grove Advisors
Illinois
$1.15M +$63.3K +658 +6%
CPIA
1957
Cornell Pochily Investment Advisors
New York
$1.15M +$25K +260 +2%
MA
1958
MCF Advisors
Kentucky
$1.15M +$76.5K +794 +7%
PFWA
1959
Paces Ferry Wealth Advisors
Georgia
$1.15M +$1.15M +11,917 New
BWP
1960
BSW Wealth Partners
Colorado
$1.14M +$16.5K +171 +1%
JIP
1961
Jaffetilchin Investment Partners
Florida
$1.14M -$212K -2,202 -16%
WA
1962
Wambolt & Associates
Colorado
$1.14M +$89.3K +928 +9%
SAM
1963
Secure Asset Management
Michigan
$1.14M +$247K +2,570 +28%
MCM
1964
Mainstay Capital Management
Michigan
$1.13M +$1.13M +11,774 New
BST
1965
Bath Savings Trust
Maine
$1.13M -$34.8K -361 -3%
LA
1966
LexAurum Advisors
Kansas
$1.13M +$147K +1,524 +15%
XSC
1967
X-Square Capital
Puerto Rico
$1.12M -$31K -322 -3%
KCMRT
1968
Kemper Corp Master Retirement Trust
Illinois
$1.12M -$1.55M -16,050 -58%
SRAM
1969
Spouting Rock Asset Management
Pennsylvania
$1.12M +$6.55K +68 +0.6%
HPWM
1970
Highland Private Wealth Management
Washington
$1.12M +$53K +551 +5%
AWA
1971
Acorn Wealth Advisors
Michigan
$1.11M -$22.2K -231 -2%
LCM
1972
Lucas Capital Management
New Jersey
$1.11M +$9.63K +100 +0.9%
TNA
1973
True North Advisors
Texas
$1.11M -$2.49M -25,825 -69%
BCM
1974
Breiter Capital Management
Florida
$1.11M +$19.7K +205 +2%
AC
1975
Avestar Capital
New York
$1.11M +$185K +1,825 +20%
77 78
79
80 81