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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 %
SB
2051
Strategic Blueprint
Georgia
$929K +$128K +1,328 +16%
TCWM
2052
Total Clarity Wealth Management
Illinois
$927K +$21.8K +227 +2%
SFWA
2053
Summit Financial Wealth Advisors
Louisiana
$926K -$315K -3,138 -25%
ACM
2054
Allred Capital Management
Texas
$921K -$203K -2,113 -18%
PC
2055
PhiloSmith Capital
Connecticut
$919K – – –
TIA
2056
Trust Investment Advisors
Indiana
$917K -$5.39K -56 -0.6%
HR
2057
Hardy Reed
Mississippi
$917K +$115K +1,197 +14%
HTHT
2058
Hemenway Trust Hemenway Trust
New Hampshire
$915K -$65K -675 -7%
NJBEST
2059
New Jersey Better Educational Savings Trust
New Jersey
$915K – – –
LJHT
2060
Laurie J. Hall Trustee
$915K +$915K +9,507 New
PWMG
2061
Prestige Wealth Management Group
New Jersey
$911K +$40.5K +421 +5%
BHTS
2062
Bar Harbor Trust Services
Maine
$909K -$40.4K -420 -4%
W
2063
Wealthquest
Ohio
$907K – – –
NEWAS
2064
N.E.W. Advisory Services
Wisconsin
$902K -$5.29K -55 -0.6%
OFS
2065
Orrstown Financial Services
Pennsylvania
$899K -$56.8K -586 -6%
PW
2066
Price Wealth
Texas
$899K +$231K +2,397 +35%
CG
2067
CFO4Life Group
Texas
$897K +$121K +1,257 +16%
GI
2068
GS Investments
Minnesota
$896K -$477K -4,955 -35%
THWM
2069
Taylor Hoffman Wealth Management
Virginia
$895K -$299K -3,110 -25%
FWP
2070
FAS Wealth Partners
Kansas
$893K +$53.7K +558 +6%
HBWM
2071
Hollow Brook Wealth Management
New York
$890K +$174K +1,810 +24%
FNBTCON
2072
First National Bank & Trust Co of Newtown
Pennsylvania
$889K -$10.6K -110 -1%
FPCP
2073
Fort Point Capital Partners
California
$888K -$18.8K -195 -2%
HFAS
2074
Hummer Financial Advisory Services
Illinois
$886K – – –
PRWA
2075
Platte River Wealth Advisors
Colorado
$884K -$1.21M -12,525 -58%
81 82
83
84 85