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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 %
BI
2076
Ballast Inc
Kentucky
$882K -$46.9K -487 -5%
QWM
2077
QP Wealth Management
New Jersey
$880K -$903K -9,390 -51%
SRC
2078
Sage Rhino Capital
California
$878K -$1.54K -16 -0.2%
WAG
2079
Winthrop Advisory Group
Massachusetts
$875K +$98.1K +1,012 +13%
CAL
2080
Capital Advisors Ltd
Ohio
$873K – – –
CC
2081
Cadinha & Co
Hawaii
$871K -$116K -1,204 -12%
SB
2082
Sunflower Bank
Texas
$868K -$6.45K -67 -0.7%
OAM
2083
Occidental Asset Management
California
$866K +$13.1K +136 +2%
HZ
2084
Hixon Zuercher
Ohio
$862K +$19.1K +198 +2%
BCA
2085
Berman Capital Advisors
Georgia
$859K -$376K -3,909 -30%
CCB
2086
Cutter & Co Brokerage
Missouri
$855K -$74.6K -775 -8%
CIA
2087
CSat Investment Advisory
Michigan
$854K -$1.19M -12,369 -58%
FNBOSM
2088
First National Bank of South Miami
Florida
$854K -$30.9K -321 -3%
MAM
2089
Mastrapasqua Asset Management
Tennessee
$854K +$74.5K +774 +10%
IF
2090
IRON Financial
Illinois
$852K -$66.8K -694 -7%
SC
2091
Searle & Co
Connecticut
$852K -$5.29K -55 -0.6%
BCP
2092
Blackhawk Capital Partners
Wisconsin
$852K +$852K +9,059 New
GSBTD
2093
Glenview State Bank Trust Department
Illinois
$849K – – –
SAM
2094
Sequent Asset Management
Texas
$848K -$1.06K -11 -0.1%
PFS
2095
Physicians Financial Services
North Carolina
$846K +$47.8K +497 +6%
LCM
2096
LVM Capital Management
Michigan
$839K +$30.4K +316 +4%
MFS
2097
Mirabella Financial Services
United Kingdom
$836K -$4.05M -42,039 -83%
TGAM
2098
TBH Global Asset Management
Tennessee
$835K -$2.46M -25,528 -75%
IAP
2099
Indie Asset Partners
Indiana
$832K -$11.4K -118 -1%
SIA
2100
Strategic Investment Advisors
Michigan
$832K +$185K +1,990 +29%
82 83
84
85 86