JPM icon

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 %
AIP
2026
Ahrens Investment Partners
Louisiana
$981K -$111K -1,148 -10%
PIM
2027
Profit Investment Management
Maryland
$981K – – –
AA
2028
Auxano Advisors
Washington
$979K -$1.64K -17 -0.2%
AF
2029
Allworth Financial
California
$978K -$48.3K -501 -5%
DA
2030
Doliver Advisors
Texas
$978K +$105K +1,090 +12%
SFG
2031
Summit Financial Group
West Virginia
$975K – – –
GCMG
2032
Gyroscope Capital Management Group
Florida
$974K +$28.9K +300 +3%
KA
2033
Klingman & Associates
New York
$974K +$279K +2,897 +40%
CP
2034
Covenant Partners
Tennessee
$962K -$65.3K -678 -6%
TAM
2035
Trillium Asset Management
Massachusetts
$958K -$204K -2,117 -18%
EWM
2036
Elmwood Wealth Management
California
$958K – – –
RMCM
2037
Reynders McVeigh Capital Management
Massachusetts
$956K -$68.5K -712 -7%
PMFA
2038
Plante Moran Financial Advisors
Michigan
$953K +$20.6K +214 +2%
Kayne Anderson Rudnick Investment Management
2039
Kayne Anderson Rudnick Investment Management
California
$952K -$21.4K -222 -2%
HAIM
2040
Hunter Associates Investment Management
Pennsylvania
$946K +$125K +1,300 +15%
TEC
2041
Tiger Eye Capital
Tennessee
$944K – – –
MAWCM
2042
Mine & Arao Wealth Creation & Management
California
$944K +$83.2K +864 +10%
EAM
2043
Evanson Asset Management
California
$944K +$90.7K +942 +11%
AC
2044
Arjuna Capital
North Carolina
$943K -$1.6M -16,641 -63%
RG
2045
Rikoon Group
New Mexico
$943K -$29.4K -305 -3%
JF
2046
JSF Financial
California
$940K +$55.5K +576 +6%
RPSA
2047
Richard P. Slaughter Associates
Texas
$934K -$63.6K -661 -6%
LWM
2048
Lionsbridge Wealth Management
Florida
$934K +$14.8K +154 +2%
FDS
2049
First Dallas Securities
Texas
$934K +$934K +9,704 New
BCA
2050
Bay Colony Advisors
Massachusetts
$930K -$240K -2,489 -20%
80 81
82
83 84