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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 %
KFP
1976
Keystone Financial Planning
Ohio
$1.1M +$82.2K +854 +8%
AWA
1977
Arkadios Wealth Advisors
Georgia
$1.1M +$310K +3,052 +39%
MCA
1978
Mercer Capital Advisers
New Jersey
$1.1M -$4.81K -50 -0.4%
PFA
1979
Paradigm Financial Advisors
Missouri
$1.1M -$2.89K -30 -0.3%
LOIM
1980
Liberty One Investment Management
Illinois
$1.1M +$74.6K +775 +7%
VanEck Associates
1981
VanEck Associates
New York
$1.09M -$3.43M -35,628 -76%
RP
1982
Rowlandmiller & Partners
Georgia
$1.09M -$290K -3,216 -21%
FFG
1983
Ford Financial Group
California
$1.08M -$466K -4,843 -30%
VNIM
1984
Vaughan Nelson Investment Management
Texas
$1.08M – – –
GWM
1985
Greenwich Wealth Management
Connecticut
$1.08M +$578 +6 +0.1%
GWCM
1986
Godshalk Welsh Capital Management
Pennsylvania
$1.08M +$141K +1,460 +15%
RCA
1987
Ranch Capital Advisors
Florida
$1.08M -$5.2K -54 -0.5%
BHBT
1988
Burke & Herbert Bank & Trust
Virginia
$1.08M +$73.8K +767 +7%
PB
1989
Pinnacle Bancorp
Nebraska
$1.07M +$13.4K +139 +1%
AFP
1990
Ausdal Financial Partners
Iowa
$1.07M +$35.1K +365 +3%
CAMG
1991
CWA Asset Management Group
Florida
$1.07M -$125K -1,298 -10%
UH
1992
Unigestion Holding
Switzerland
$1.07M +$456K +4,743 +74%
CAM
1993
Cacti Asset Management
Georgia
$1.07M – – –
BB
1994
Bell Bank
North Dakota
$1.07M +$427K +4,436 +67%
FFC
1995
First Financial Corp
Indiana
$1.06M -$24.1K -250 -2%
MCCP
1996
Mission Creek Capital Partners
California
$1.06M -$3.56K -37 -0.3%
TMC
1997
Trellus Management Company
Florida
$1.06M – – –
UIA
1998
UBP Investment Advisors
Switzerland
$1.05M -$7.6K -79 -0.7%
VIM
1999
Vista Investment Management
Pennsylvania
$1.05M +$35.4K +368 +3%
SFSG
2000
Stearns Financial Services Group
North Carolina
$1.04M -$10K -104 -1%
78 79
80
81 82