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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 %
RBFC
2001
Roman Butler Fullerton & Co
Missouri
$1.04M +$185K +1,918 +22%
SIM
2002
SSI Investment Management
California
$1.03M -$24.1K -250 -2%
AIC
2003
Ameritas Investment Company
Nebraska
$1.03M – – –
AMC
2004
Asset Management Corp
Illinois
$1.03M +$12.4K +129 +1%
Eagle Capital Management (New York)
2005
Eagle Capital Management (New York)
New York
$1.03M – – –
FPGK
2006
Financial Partners Group (Kansas)
Kansas
$1.03M +$96.5K +1,002 +10%
ACM
2007
Ategra Capital Management
Virginia
$1.03M +$344K +3,569 +50%
PCM
2008
Pointe Capital Management
Michigan
$1.03M +$167K +1,732 +19%
ECM
2009
ExodusPoint Capital Management
New York
$1.02M -$20.8M -216,197 -95%
HWA
2010
Hillcrest Wealth Advisors
New Jersey
$1.01M +$1.01M +10,518 New
MFW
2011
Meristem Family Wealth
Minnesota
$1.01M -$47K -488 -4%
BIA
2012
BHK Investment Advisors
Alabama
$1.01M +$39.1K +406 +4%
SWA
2013
SFMG Wealth Advisors
Texas
$1.01M +$202K +2,099 +25%
RHAM
2014
Round Hill Asset Management
California
$1M +$75.6K +783 +8%
JF
2015
Jump Financial
Illinois
$1M +$1M +10,421 New
WCM
2016
WealthBridge Capital Management
Ohio
$1M -$6.26K -65 -0.6%
PFGIA
2017
Patriot Financial Group Insurance Agency
Massachusetts
$998K +$22.2K +231 +2%
GCP
2018
GSA Capital Partners
United Kingdom
$997K +$626K +6,504 +169%
CAM
2019
Cidel Asset Management
Ontario, Canada
$995K +$405K +4,200 +69%
AIM
2020
Allen Investment Management
New York
$993K +$425K +4,417 +75%
AWMG
2021
Alliance Wealth Management Group
New Jersey
$991K +$7.7K +80 +0.8%
FRA
2022
Front Row Advisors
California
$990K -$55.3K -456 -5%
NHC
2023
Nicholas Hoffman & Company
Georgia
$986K -$205K -2,131 -17%
PPP
2024
Private Portfolio Partners
New Jersey
$983K +$37.6K +391 +4%
RCIM
2025
Red Cedar Investment Management
Michigan
$982K +$51.5K +535 +6%
79 80
81
82 83